A detailed history of Summit Financial, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Summit Financial, LLC holds 7,067 shares of XAR stock, worth $1.16 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,067
Previous 6,767 4.43%
Holding current value
$1.16 Million
Previous $947,000 17.32%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$139.03 - $157.34 $41,709 - $47,202
300 Added 4.43%
7,067 $1.11 Million
Q2 2024

Jul 31, 2024

BUY
$132.1 - $144.92 $393,261 - $431,426
2,977 Added 78.55%
6,767 $947,000
Q1 2024

Apr 24, 2024

BUY
$127.46 - $141.87 $483,073 - $537,687
3,790 New
3,790 $532,000

Others Institutions Holding XAR

About SPDR S&P AEROSPACE & DEFENSE E


  • Ticker XAR
  • Sector ETFs
  • Industry ETFs
More about XAR
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Summit Financial, LLC with notifications on news.