Summit Financial’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
|
|||||
|
2025
Q1 | $6.79M | Buy |
|
|||||
|
2024
Q4 | $4.99M | Buy |
|
|||||
|
2024
Q3 | $3.33M | Buy |
|
|||||
|
2024
Q2 | $2.13M | Buy |
|
|||||
|
2024
Q1 | $486K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $202K | Sell |
|
|||||
|
2022
Q3 | $538K | Buy |
|
|||||
|
2022
Q2 | $507K | Sell |
|
|||||
|
2022
Q1 | $975K | Buy |
|
|||||
|
2021
Q4 | $616K | Sell |
|
|||||
|
2021
Q3 | $605K | Buy |
|
|||||
|
2021
Q2 | $441K | Buy |
|