Summit Financial, LLC Utilities Sector Spdr Transaction History

Summit Financial, LLC

$2.83 Billion
Q4 2024

A detailed history of Summit Financial, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Summit Financial, LLC holds 44,498 shares of XLU stock, worth $3.52 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

44,498

Previous 39,838 11.7%

Holding current value

$3.52 Million

Previous $3.22 Million 4.66%

% of portfolio

0.12%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$74.89 - $82.93 $348,987 - $386,453	4,660 Added 11.7%	44,498 $3.37 Million
Q3 2024 Nov 12, 2024	BUY	$67.67 - $80.78 $1.51 Million - $1.81 Million	22,357 Added 127.89%	39,838 $3.22 Million
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

1,539

Shares Held

155M

Call Options Held

15.5M

Put Options Held

41.3M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Summit Financial, LLC Utilities Sector Spdr Transaction History