Summit X LLC’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
11,901
+3,069
| +35% | +$161K | 0.12% | 127 |
|
|
2025
Q1 | $440K | Buy |
8,832
+200
| +2% | +$9.96K | 0.09% | 135 |
|
|
2024
Q4 | $417K | Buy |
8,632
+1,193
| +16% | +$57.7K | 0.09% | 132 |
|
|
2024
Q3 | $306K | Sell |
7,439
-350
| -4% | -$14.4K | 0.07% | 155 |
|
|
2024
Q2 | $321K | Buy |
7,789
+1,208
| +18% | +$49.8K | 0.07% | 167 |
|
|
2024
Q1 | $277K | Buy |
+6,581
| New | +$277K | 0.07% | 166 |
|