Summit Financial, LLC Energy Sector Spdr Transaction History

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024

A detailed history of Summit Financial, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Summit Financial, LLC holds 68,818 shares of XLE stock, worth $6.2 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
68,818
Previous 70,113 1.85%
Holding current value
$6.2 Million
Previous $6.16 Million 4.24%
% of portfolio
0.21%
Previous 0.24%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$83.32 - $97.27 $107,899 - $125,964
-1,295 Reduced 1.85%
68,818 $5.89 Million
Q3 2024

Nov 12, 2024
BUY
$84.35 - $93.39 $399,903 - $442,761
4,741 Added 7.25%
70,113 $6.16 Million
Q2 2024

Jul 31, 2024
BUY
$88.04 - $98.08 $868,778 - $967,853
9,868 Added 17.78%
65,372 $5.96 Million
Q1 2024

Apr 24, 2024
BUY
$79.91 - $94.41 $1.97 Million - $2.33 Million
24,630 Added 79.78%
55,504 $5.24 Million
Q4 2023

Feb 05, 2024
BUY
$81.2 - $91.96 $22,411 - $25,380
276 Added 0.9%
30,874 $2.59 Million
Q3 2023

Nov 07, 2023
BUY
$79.09 - $93.36 $46,821 - $55,269
592 Added 1.97%
30,598 $2.77 Million
Q2 2023

Aug 11, 2023
BUY
$76.59 - $87.23 $95,660 - $108,950
1,249 Added 4.34%
30,006 $2.44 Million
Q1 2023

May 03, 2023
SELL
$76.97 - $93.11 $76,431 - $92,458
-993 Reduced 3.34%
28,757 $2.38 Million
Q4 2022

Feb 07, 2023
BUY
$76.09 - $94.08 $26,251 - $32,457
345 Added 1.17%
29,750 $2.6 Million
Q3 2022

Nov 15, 2022
BUY
$67.49 - $84.09 $311,871 - $388,579
4,621 Added 18.65%
29,405 $2.12 Billion
Q2 2022

Aug 12, 2022
BUY
$70.66 - $92.28 $348,636 - $455,309
4,934 Added 24.86%
24,784 $0
Q1 2022

May 10, 2022
BUY
$57.22 - $78.75 $230,310 - $316,968
4,025 Added 25.43%
19,850 $0
Q4 2021

Feb 07, 2022
BUY
$53.01 - $59.14 $289,010 - $322,431
5,452 Added 52.56%
15,825 $0
Q3 2021

Nov 08, 2021
BUY
$45.79 - $54.81 $474,979 - $568,544
10,373 New
10,373 $0

Others Institutions Holding XLE

# of Institutions
2,167
Shares Held
231M
Call Options Held
58.1M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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