Health Care SPDR shares owned by Summit Financial
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Health Care SPDR
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All positions including Health Care SPDR held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Health Care SPDR by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $722k | 4.9k | 147.73 |
| 2023-12-31 | $663k | 4.9k | 136.38 |
| 2023-09-30 | $707k | 5.5k | 128.74 |
| 2023-06-30 | $921k | 6.9k | 132.73 |
| 2023-03-31 | $899k | 6.9k | 129.46 |
| 2022-12-31 | $931k | 6.9k | 135.81 |
| 2022-09-30 | $528k | 4.4k | 121.10 |
| 2022-06-30 | $483k | 3.8k | 128.29 |
| 2022-03-31 | $405k | 3.0k | 137.06 |