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

Summit Financial Group’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.09M	Buy	10,440 +2,770	+36%	+$280K	0.39%	74
2023 Q4	$738K	Buy	7,670 +1,650	+27%	+$147K	0.28%	94
2023 Q3	$493K	Hold	6,020	–	–	0.21%	111
2023 Q2	$523K	Buy	6,020 +2,460	+69%	+$194K	0.2%	117
2023 Q1	$269K	Sell	3,560 -74	-2%	-$5.09K	0.1%	162
2022 Q4	$226K	Sell	3,634 -1,068	-23%	-$67.8K	0.09%	182
2022 Q3	$279K	Sell	4,702 -552	-11%	-$37.7K	0.12%	158
2022 Q2	$334K	Sell	5,254 -200	-4%	-$13.9K	0.13%	150
2022 Q1	$433K	Hold	5,454	–	–	0.15%	135
2021 Q4	$474K	Sell	5,454 -36	-0.7%	-$2.96K	0.15%	131
2021 Q3	$410K	Buy	5,490 +580	+12%	+$44.7K	0.15%	139
2021 Q2	$363K	Sell	4,910 -90	-2%	-$6.3K	0.14%	146
2021 Q1	$332K	Hold	5,000	–	–	0.14%	135
2020 Q4	$325K	Hold	5,000	–	–	0.14%	122
2020 Q3	$292K	Hold	5,000	–	–	0.14%	119
2020 Q2	$261K	Hold	5,000	–	–	0.14%	128
2020 Q1	$201K	Hold	5,000	–	–	0.12%	134
2019 Q4	$229K	Sell	5,000 -500	-9%	-$21.4K	0.11%	149
2019 Q3	$221K	Hold	5,500	–	–	0.11%	149
2019 Q2	$215K	Hold	5,500	–	–	0.1%	152
2019 Q1	$204K	Buy	+5,500	New	+$188K	0.16%	110

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Summit Financial Group's XLK Position: Q1 2024 in Review

Summit Financial Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 36% in Q1 2024, buying an estimated $280K and bringing the position to 10,440 shares worth $1.09M. The position accounts for 0.39% of the portfolio, ranked #74.

Summit Financial Group first reported a position in XLK in Q1 2019 and has held it in 21 quarters since. 1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

Summit Financial Group held 10,440 shares of State Street Technology Select Sector SPDR ETF worth $1.09M as of Q1 2024.
Summit Financial Group bought 2,770 State Street Technology Select Sector SPDR ETF shares in Q1 2024, an estimated $280K.
State Street Technology Select Sector SPDR ETF made up 0.39% of Summit Financial Group's portfolio in Q1 2024, its #74 holding.
Summit Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 21 quarters since.
1,955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.