Summit Financial Consulting LLC Utilities Sector Spdr Transaction History

Summit Financial Consulting LLC

  • $125 Billion
  • Q3 2025

A detailed history of Summit Financial Consulting LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Summit Financial Consulting LLC holds 9,730 shares of XLU stock, worth $863,634. This represents 0.68% of its overall portfolio holdings.

Number of Shares
9,730
Previous 6,324 53.86%
Holding current value
$863,634
Previous $516 Million 64.32%
% of portfolio
0.68%
Previous 0.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$81.14 - $87.32 $276,362 - $297,411
3,406 Added 53.86%
9,730 $849 Million
Q2 2025

Jul 09, 2025
SELL
$73.09 - $82.77 $102,106 - $115,629
-1,397 Reduced 18.09%
6,324 $516 Million
Q1 2025

Apr 29, 2025
BUY
$74.7 - $80.27 $576,758 - $619,764
7,721 New
7,721 $609 Million

Others Institutions Holding XLU

# of Institutions
1,669
Shares Held
156M
Call Options Held
15.2M
Put Options Held
35.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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