Summit Financial, LLC Utilities Sector Spdr Transaction History

Summit Financial, LLC

  • $2.18 Billion
  • Q2 2024

A detailed history of Summit Financial, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Summit Financial, LLC holds 17,481 shares of XLU stock, worth $1.39 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,481
Previous 13,791 26.76%
Holding current value
$1.39 Million
Previous $905,000 31.6%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$62.77 - $72.87 $231,621 - $268,890
3,690 Added 26.76%
17,481 $1.19 Million
Q1 2024

Apr 24, 2024
SELL
$59.95 - $65.65 $23,680 - $25,931
-395 Reduced 2.78%
13,791 $905,000
Q4 2023

Feb 05, 2024
SELL
$56.19 - $65.96 $277,016 - $325,182
-4,930 Reduced 25.79%
14,186 $898,000
Q3 2023

Nov 07, 2023
BUY
$58.83 - $68.46 $17,766 - $20,674
302 Added 1.61%
19,116 $1.13 Million
Q2 2023

Aug 11, 2023
BUY
$64.34 - $69.97 $1.21 Million - $1.32 Million
18,814 New
18,814 $1.23 Million

Others Institutions Holding XLU

# of Institutions
1,422
Shares Held
166M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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