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Health Care SPDR shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 1.3k 158.70
2025-09-30 $453k 10k 44.58

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Qim Us Large Cap (SEIM)
Sei Exchange Traded Funds Qim Us Large Val (SEIV)
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)
Sei Exchange Traded Funds Qim Us Lrg Cap Q (SEIQ)
Sei Exchange Traded Funds Sele Smal Ca Etf (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us High Prof Etf (DUHP)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Jane Street
Morgan Stanley
Goldman Sachs Group
Wells Fargo & Company
UBS Group
LPL Financial
Susquehanna International
Raymond James Financial
Envestnet Asset Management
Harel Insurance Investments & Financial Services
Royal Bank of Canada
Citadel Advisors
Colony

View all funds holding Health Care SPDR