Summit Financial Strategies, Inc. Energy Sector Spdr Transaction History

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 2025

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 3,149 shares of XLE stock, worth $268,546. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,149
Previous 3,084 2.11%
Holding current value
$268,546
Previous $261,000 7.66%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$84.25 - $91.99 $5,476 - $5,979
65 Added 2.11%
3,149 $281,000
Q2 2025

Jul 17, 2025
BUY
$76.44 - $94.13 $15,440 - $19,014
202 Added 7.01%
3,084 $261,000
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
2,125
Shares Held
235M
Call Options Held
59.3M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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