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

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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