Summit Trail Advisors’s SPDR S&P Health Care Services ETF XHS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1M Hold
10,079
0.02% 481
2025
Q1
$989K Hold
10,079
0.03% 161
2024
Q4
$909K Hold
10,079
0.03% 144
2024
Q3
$977K Hold
10,079
0.02% 267
2024
Q2
$906K Hold
10,079
0.02% 254
2024
Q1
$956K Hold
10,079
0.03% 223
2023
Q4
$897K Hold
10,079
0.03% 197
2023
Q3
$839K Buy
+10,079
New +$839K 0.03% 188