Summit Financial, LLC Spdr S&P Aerospace & Defense E Transaction History

Summit Financial, LLC

$1.68 Billion
Q1 2024

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 3,790 shares of XAR stock, worth $534,124. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,790

Holding current value

$534,124

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

# of Institutions

352

Shares Held

6.96M

Call Options Held

19.7K

Put Options Held

900

Lpl Financial LLC Fort Mill, SC

1.04M
Shares

$146 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

788K
Shares

$111 Million
0.01% of portfolio
Morgan Stanley New York, NY

709K
Shares

$99.9 Million
0.01% of portfolio
Envestnet Asset Management Inc

310K
Shares

$43.7 Million
0.02% of portfolio
Cumberland Advisors Inc

165K
Shares

$23.3 Million
8.64% of portfolio

View Full List

About SPDR S&P AEROSPACE & DEFENSE E

Ticker XAR
Sector ETFs
Industry ETFs

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Summit Financial, LLC Spdr S&P Aerospace & Defense E Transaction History