Summit Financial Group, Inc. Financial Sector Spdr Transaction History

Summit Financial Group, Inc.

$279 Million
Q1 2024

A detailed history of Summit Financial Group, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Summit Financial Group, Inc. holds 39,985 shares of XLF stock, worth $2.1 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

39,985

Previous 33,620 18.93%

Holding current value

$2.1 Million

Previous $1.26 Million 33.23%

% of portfolio

0.6%

Previous 0.49%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 05, 2024	BUY	$37.27 - $42.12 $237,223 - $268,093	6,365 Added 18.93%	39,985 $1.68 Million
Q4 2023 Jan 12, 2024	BUY	$31.45 - $37.72 $208,199 - $249,706	6,620 Added 24.52%	33,620 $1.26 Million
Q3 2023 Oct 17, 2023	SELL	$33.17 - $35.6 $179,615 - $192,774	-5,415 Reduced 16.71%	27,000 $895,000
Q4 2022 Jan 09, 2023	BUY	$30.29 - $36.31 $2,271 - $2,723	75 Added 0.23%	32,415 $1.11 Million
Q3 2022 Oct 12, 2022	BUY	$30.36 - $35.81 $19,126 - $22,560	630 Added 1.99%	32,340 $981,000

Q2 2022 Jul 07, 2022	BUY	$30.84 - $38.22 $131,686 - $163,199	4,270 Added 15.56%	31,710 $997,000
Q1 2022 Apr 08, 2022	BUY	$35.66 - $41.42 $212,355 - $246,656	5,955 Added 27.72%	27,440 $1.05 Million
Q4 2021 Jan 10, 2022	BUY	$37.54 - $40.62 $125,571 - $135,873	3,345 Added 18.44%	21,485 $839,000
Q3 2021 Oct 08, 2021	BUY	$35.11 - $39.0 $137,280 - $152,490	3,910 Added 27.48%	18,140 $681,000
Q2 2021 Jul 06, 2021	BUY	$34.47 - $38.47 $490,508 - $547,428	14,230 New	14,230 $522,000

Others Institutions Holding XLF

# of Institutions

2,161

Shares Held

765M

Call Options Held

136M

Put Options Held

251M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Group, Inc. with notifications on news.

Account

Summit Financial Group, Inc. Financial Sector Spdr Transaction History