Health Care SPDR shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 30k | 139.17 |
| 2025-06-30 | $9.7M | 72k | 134.79 |
| 2025-03-31 | $16M | 111k | 146.01 |
| 2024-12-31 | $32M | 231k | 137.57 |
| 2024-09-30 | $60M | 389k | 154.02 |
| 2024-06-30 | $57M | 392k | 145.75 |
| 2024-03-31 | $59M | 400k | 147.73 |
| 2023-12-31 | $60M | 438k | 136.38 |
| 2023-09-30 | $52M | 407k | 128.74 |
| 2023-06-30 | $49M | 367k | 132.73 |
| 2023-03-31 | $49M | 376k | 129.46 |
| 2022-12-31 | $51M | 374k | 135.85 |
| 2022-09-30 | $22M | 183k | 121.11 |
| 2020-09-30 | $201k | 2.0k | 98.19 |