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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Quarterly reported holdings in Health Care SPDR by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.5M | 42k | 154.80 |
| 2025-09-30 | $4.2M | 30k | 139.17 |
| 2025-06-30 | $2.9M | 21k | 134.79 |
| 2025-03-31 | $1.5M | 10k | 146.01 |
| 2024-12-31 | $3.3M | 24k | 137.57 |
| 2024-09-30 | $4.4M | 29k | 154.02 |
| 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 |