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Spdr Series Trust hlth care svcs shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Spdr Series Trust hlth care svcs (XHS) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Spdr Series Trust hlth care svcs

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust hlth care svcs held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust hlth care svcs by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $906k 10k 89.88
2024-03-31 $956k 10k 94.83
2023-12-31 $897k 10k 88.95
2023-09-30 $839k 10k 83.22

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Wisdomtree Floating Rate Treasury ETF Floatng Rat Trea (USFR)
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Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT)
iShares Core U S Aggregate BD ETF Core Us Aggbd Et (AGG)
Invesco S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP)
Broadcom (AVGO)
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
Aon PLC Com Usd0.01 Shs Cl A (AON)
Invesco ETF Aerospace & Defense ETF Aerospace Defn (PPA)
Apple (AAPL)
Health Care Select SPDR Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)
iShares TR Russell 1000 Growth Index Rus 1000 Grw Etf (IWF)
iShares MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)

View all positions for Summit Trail Advisors

Top funds holding Spdr Series Trust hlth care svcs

Goldman Sachs Group
Citigroup
LPL Financial
Rockport Wealth
Morgan Stanley
Bank of America Corporation
Raymond James Financial Services Advisors
Merit Financial Group
CoreCap Advisors
Summit Trail Advisors
Tower Research Capital
Spinnaker Trust
Jane Street
Royal Bank of Canada
Susquehanna International

View all funds holding Spdr Series Trust hlth care svcs