Summit Financial, LLC Financial Sector Spdr Transaction History

Summit Financial, LLC

$4.38 Billion
Q2 2025

A detailed history of Summit Financial, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Summit Financial, LLC holds 204,878 shares of XLF stock, worth $10.6 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

204,878

Previous 136,283 50.33%

Holding current value

$10.6 Million

Previous $6.79 Million 58.06%

% of portfolio

0.24%

Previous 0.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$43.92 - $52.37 $3.01 Million - $3.59 Million	68,595 Added 50.33%	204,878 $10.7 Million
Q1 2025 May 14, 2025	BUY	$47.32 - $52.19 $1.56 Million - $1.72 Million	32,964 Added 31.91%	136,283 $6.79 Million
Q4 2024 Feb 12, 2025	BUY	$44.89 - $51.34 $1.34 Million - $1.54 Million	29,944 Added 40.81%	103,319 $4.99 Million
Q3 2024 Nov 12, 2024	BUY	$40.84 - $45.74 $876,671 - $981,854	21,466 Added 41.35%	73,375 $3.33 Million
Q2 2024 Jul 31, 2024	BUY	$39.59 - $42.49 $1.6 Million - $1.72 Million	40,379 Added 350.21%	51,909 $2.13 Million
Q1 2024 Apr 24, 2024	BUY	$37.27 - $42.12 $429,723 - $485,643	11,530 New	11,530 $485,000
Q4 2022 Feb 07, 2023	SELL	$30.29 - $36.31 $357,967 - $429,111	-11,818 Reduced 66.69%	5,903 $201,000
Q3 2022 Nov 15, 2022	BUY	$30.36 - $35.81 $48,272 - $56,937	1,590 Added 9.86%	17,721 $538 Million
Q2 2022 Aug 12, 2022	SELL	$30.84 - $38.22 $287,089 - $355,789	-9,309 Reduced 36.59%	16,131 $0
Q1 2022 May 10, 2022	BUY	$35.66 - $41.42 $344,903 - $400,614	9,672 Added 61.34%	25,440 $0
Q4 2021 Feb 07, 2022	SELL	$37.54 - $40.62 $13,702 - $14,826	-365 Reduced 2.26%	15,768 $0
Q3 2021 Nov 08, 2021	BUY	$35.11 - $39.0 $144,196 - $160,173	4,107 Added 34.15%	16,133 $0
Q2 2021 Aug 06, 2021	BUY	$34.47 - $38.47 $414,536 - $462,640	12,026 New	12,026 $0

Others Institutions Holding XLF

# of Institutions

2,116

Shares Held

994M

Call Options Held

175M

Put Options Held

239M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
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Summit Financial, LLC Financial Sector Spdr Transaction History