Summit Financial’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Summit Financial’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$29.3M	Sell
2025 Q1	$30.4M	Buy
2024 Q4	$3.37M	Buy
2024 Q3	$3.22M	Buy
2024 Q2	$1.19M	Buy
2024 Q1	$905K	Sell
2023 Q4	$898K	Sell
2023 Q3	$1.13M	Buy
2023 Q2	$1.23M	Buy