Number of Shares
17,458.00
Current Holdings Value*
$2.20 Mil
% of Portfolio
0.79%
Total Estimate Gain
$877,714.15
% of Total Estimate Gain
45.07%

SUMMIT FINANCIAL GROUP, INC.'s Industrial Select Sector SPDR Holding Summary

As of 2024-03-31, SUMMIT FINANCIAL GROUP, INC. held 17,458.00 shares of Industrial Select Sector SPDR(XLI), totaling $2.20 Mil. This investment constitutes 0.79% of their stock portfolio, and SUMMIT FINANCIAL GROUP, INC. now holds -% of the outstanding Industrial Select Sector SPDR(XLI) stock.

The initial trade took place in 2020Q4. And since then SUMMIT FINANCIAL GROUP, INC. has made 10 purchases of XLI, at an average price of $100.62, for a total of 19,353.00 shares. In addition, there have been 1 sales at an average price of $107.05 for 1,895.00 shares. Based on historical transaction data and XLI's current price of $150.20, SUMMIT FINANCIAL GROUP, INC.'s estimated gain on his XLI holdings is $877,714.15, reflecting a 45.07% gain to date.

SUMMIT FINANCIAL GROUP, INC. XLI ($150.20) Holding Chart

SUMMIT FINANCIAL GROUP, INC. XLI ($150.20) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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