Summit Financial, LLC Energy Sector Spdr Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Summit Financial, LLC holds 66,530 shares of XLE stock, worth $6.12 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

66,530

Previous 99,018 32.81%

Holding current value

$6.12 Million

Previous $8.4 Million 29.22%

% of portfolio

0.1%

Previous 0.19%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$84.25 - $91.99 $2.74 Million - $2.99 Million	-32,488 Reduced 32.81%	66,530 $5.94 Million
Q2 2025 Aug 13, 2025	BUY	$76.44 - $94.13 $1.29 Million - $1.58 Million	16,829 Added 20.48%	99,018 $8.4 Million
Q1 2025 May 14, 2025	BUY	$85.7 - $93.96 $1.15 Million - $1.26 Million	13,371 Added 19.43%	82,189 $7.68 Million
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

2,122

Shares Held

209M

Call Options Held

56.5M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Summit Financial, LLC Energy Sector Spdr Transaction History