Summit Financial, LLC Consumer Staples Sector Spdr Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Summit Financial, LLC holds 23,309 shares of XLP stock, worth $1.77 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

23,309

Previous 36,174 35.56%

Holding current value

$1.77 Million

Previous $2.75 Million 35.56%

% of portfolio

0.03%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	N/A	-12,865 Reduced 35.56%	23,309 $1.77 Million
Q2 2025 Aug 13, 2025	SELL	N/A	-1,276 Reduced 3.41%	36,174 $2.75 Million
Q1 2025 May 14, 2025	SELL	N/A	-93 Reduced 0.25%	37,450 $2.85 Million
Q4 2024 Feb 12, 2025	BUY	N/A	1,267 Added 3.49%	37,543 $2.85 Million
Q3 2024 Nov 12, 2024	BUY	$76.04 - $76.04 $570,071 - $570,071	7,497 Added 26.05%	36,276 $2.76 Million

Q2 2024 Jul 31, 2024	BUY	$73.08 - $78.4 $464,204 - $497,996	6,352 Added 28.32%	28,779 $2.2 Million
Q1 2024 Apr 24, 2024	BUY	$71.59 - $76.36 $869,031 - $926,934	12,139 Added 117.99%	22,427 $1.71 Million
Q4 2023 Feb 05, 2024	SELL	$66.22 - $72.3 $33,441 - $36,511	-505 Reduced 4.68%	10,288 $741,000
Q3 2023 Nov 07, 2023	BUY	$68.8 - $76.1 $119,161 - $131,805	1,732 Added 19.11%	10,793 $742,000
Q2 2023 Aug 11, 2023	BUY	$72.59 - $77.5 $657,737 - $702,227	9,061 New	9,061 $672,000
Q2 2020 Aug 12, 2020	SELL	N/A	-4,767 Closed	0 $0
Q1 2020 May 04, 2020	BUY	N/A	4,767 New	4,767 $0

Others Institutions Holding XLP

# of Institutions

1,383

Shares Held

205M

Call Options Held

5.46M

Put Options Held

43.2M

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About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
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Summit Financial, LLC Consumer Staples Sector Spdr Transaction History