Summit Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$1.68M Buy
2023
Q4
$1.26M Buy
2023
Q3
$896K Sell
2023
Q2
$1.09M Hold
2023
Q1
$1.04M Hold
2022
Q4
$1.11M Buy
2022
Q3
$981K Buy
2022
Q2
$997K Buy
2022
Q1
$1.05M Buy
2021
Q4
$839K Buy
2021
Q3
$681K Buy
2021
Q2
$522K Buy