Summit Financial, LLC XLU Holdings History
Summit Financial, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Summit Financial, LLC held 384,920.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $30.35 Mil. This investment constitutes 0.85% of their stock portfolio, and Summit Financial, LLC now holds 0.17% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2023Q2. And since then Summit Financial, LLC has made 6 purchases of XLU, at an average price of $77.28, for a total of 390,245.00 shares. In addition, there have been 2 sales at an average price of $61.24 for 5,325.00 shares. Based on historical transaction data and XLU's current price of $81.33, Summit Financial, LLC's estimated gain on his XLU holdings is $1.47 Mil, reflecting a 4.88% gain to date.
Summit Financial, LLC XLU ($81.33) Holding Chart
Summit Financial, LLC XLU ($81.33) 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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