Summit Financial, LLC Select Sector Spdr Fd Material Transaction History

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024

A detailed history of Summit Financial, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Summit Financial, LLC holds 7,519 shares of XLB stock, worth $686,334. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,519
Previous 3,861 94.74%
Holding current value
$686,334
Previous $340,000 112.94%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 12, 2024
BUY
$86.95 - $97.09 $318,063 - $355,155
3,658 Added 94.74%
7,519 $724,000
Q2 2024

Jul 31, 2024
BUY
$88.28 - $93.06 $143,896 - $151,687
1,630 Added 73.06%
3,861 $340,000
Q1 2024

Apr 24, 2024
BUY
$80.98 - $92.89 $180,666 - $207,237
2,231 New
2,231 $207,000

Others Institutions Holding XLB

# of Institutions
922
Shares Held
57.3M
Call Options Held
22.2M
Put Options Held
24.1M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

XLB Quotes by TradingView
  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
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.

Choose your preferred platform and Sign Up 👇 Telegram Email