Summit Financial Strategies, Inc. Energy Sector Spdr Transaction History

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 2,882 shares of XLE stock, worth $243,932. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,882
Previous 2,331 23.64%
Holding current value
$243,932
Previous $212,000 19.34%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 16, 2024
BUY
$84.35 - $93.39 $46,476 - $51,457
551 Added 23.64%
2,882 $253,000
Q2 2024

Jul 19, 2024
BUY
$88.04 - $98.08 $11,533 - $12,848
131 Added 5.95%
2,331 $212,000
Q1 2024

May 09, 2024
BUY
$79.91 - $94.41 $175,802 - $207,702
2,200 New
2,200 $207,000
Q2 2022

Jul 25, 2022
BUY
$70.66 - $92.28 $207,952 - $271,580
2,943 New
2,943 $210,000

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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