Summit Financial Strategies, Inc. Financial Sector Spdr Transaction History

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 5,672 shares of XLF stock, worth $291,200. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,672
Previous 5,672 -0.0%
Holding current value
$291,200
Previous $233,000 10.3%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$39.59 - $42.49 $19,676 - $21,117
497 Added 9.6%
5,672 $233,000
Q1 2024

May 09, 2024
BUY
$37.27 - $42.12 $192,872 - $217,971
5,175 New
5,175 $217,000

Others Institutions Holding XLF

# of Institutions
1,840
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

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