SUMMIT SECURITIES GROUP LLC XLU Holdings History
SUMMIT SECURITIES GROUP LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, SUMMIT SECURITIES GROUP LLC held - shares of Utilities Select Sector SPDR ETF(XLU), totaling N/A. This investment constitutes 0% of their stock portfolio, and SUMMIT SECURITIES GROUP LLC now holds 0% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2014Q1. And since then SUMMIT SECURITIES GROUP LLC has made 13 purchases of XLU, at an average price of $71.52, for a total of 214,935.00 shares. In addition, there have been 16 sales at an average price of $71.72 for 214,935.00 shares. Based on historical transaction data and XLU's current price of $84.26, SUMMIT SECURITIES GROUP LLC's estimated gain on his XLU holdings is $42,885.06, reflecting a 0.28% gain to date.
SUMMIT SECURITIES GROUP LLC XLU ($84.26) Holding Chart
SUMMIT SECURITIES GROUP LLC XLU ($84.26) 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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