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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
2024-06-30 $2.5M 17k 145.75
2023-12-31 $946k 6.9k 136.37
2023-09-30 $870k 6.8k 128.75
2023-06-30 $857k 6.5k 132.73
2023-03-31 $717k 5.5k 129.46
2022-12-31 $714k 5.3k 135.85
2022-09-30 $617k 5.1k 121.11
2022-06-30 $613k 4.8k 128.23
2022-03-31 $669k 4.9k 136.99
2021-12-31 $667k 4.7k 140.88
2021-09-30 $383k 3.0k 127.29