Summit Financial Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$201K Sell
2023
Q4
$294K Sell
2023
Q3
$633K Sell
2023
Q2
$778K Hold
2023
Q1
$784K Buy
2022
Q4
$770K Buy
2022
Q3
$384K Hold
2022
Q2
$416K Buy
2022
Q1
$331K Buy