Health Care SPDR shares owned by Summit Place Financial Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Summit Place Financial Advisors
from 13F filings
Historical chart of Summit Place Financial Advisors investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Summit Place Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $230k | 1.7k | 136.38 |
2023-09-30 | $295k | 2.3k | 128.74 |
2023-06-30 | $301k | 2.3k | 132.73 |
2023-03-31 | $324k | 2.5k | 129.46 |
2022-12-31 | $321k | 2.4k | 135.85 |
2022-09-30 | $414k | 3.4k | 121.23 |
2022-06-30 | $401k | 3.1k | 128.32 |
2022-03-31 | $439k | 3.2k | 136.97 |
2021-12-31 | $536k | 3.8k | 140.87 |
2021-09-30 | $497k | 3.9k | 127.27 |
2021-06-30 | $520k | 4.1k | 125.91 |
2021-03-31 | $567k | 4.9k | 116.79 |
2020-12-31 | $716k | 6.3k | 113.47 |
2020-09-30 | $1.0M | 9.8k | 105.49 |
More positions owned by Summit Place Financial Advisors
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