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 $277,651. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,882
Previous 2,331 23.64%
Holding current value
$277,651
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
2,025
Shares Held
235M
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
Track This Portfolio

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. 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 Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email