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Spdr Series Trust hlth care svcs shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Spdr Series Trust hlth care svcs (XHS) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Spdr Series Trust hlth care svcs

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust hlth care svcs held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust hlth care svcs by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $956k 10k 94.83
2023-12-31 $897k 10k 88.95
2023-09-30 $839k 10k 83.22

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Broadcom (AVGO)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Expeditors International of Washington (EXPD)
Kraneshares Trust California Carb (KCCA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Summit Trail Advisors

Top funds holding Spdr Series Trust hlth care svcs

LPL Financial
Morgan Stanley
Bank of America Corporation
Royal Bank of Canada
Raymond James Financial Services Advisors
Wells Fargo & Company
Merit Financial Group
CoreCap Advisors
Summit Trail Advisors
Spinnaker Trust
Citadel Advisors
Tower Research Capital
Advisor Group Holdings
UBS Group
Goldman Sachs Group

View all funds holding Spdr Series Trust hlth care svcs