A detailed history of Summit X, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Summit X, LLC holds 11,901 shares of XLF stock, worth $615,995. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,901
Previous 8,832 34.75%
Holding current value
$615,995
Previous $439,000 41.91%
% of portfolio
0.12%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025

BUY
$43.92 - $52.37 $134,790 - $160,723
3,069 Added 34.75%
11,901 $623,000
Q1 2025

May 02, 2025

BUY
$47.32 - $52.19 $9,464 - $10,438
200 Added 2.32%
8,832 $439,000
Q4 2024

Feb 07, 2025

BUY
$44.89 - $51.34 $53,553 - $61,248
1,193 Added 16.04%
8,632 $417,000
Q3 2024

Nov 07, 2024

SELL
$40.84 - $45.74 $14,294 - $16,009
-350 Reduced 4.49%
7,439 $337,000
Q2 2024

Aug 13, 2024

BUY
$39.59 - $42.49 $47,824 - $51,327
1,208 Added 18.36%
7,789 $320,000
Q1 2024

May 08, 2024

BUY
$37.27 - $42.12 $245,273 - $277,191
6,581 New
6,581 $277,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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