Financial Select Sector SPDR shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.6M | 109k | 42.12 |
| 2023-12-31 | $3.5M | 93k | 37.60 |
| 2023-09-30 | $63k | 1.9k | 33.18 |
| 2023-06-30 | $68k | 2.0k | 33.71 |
| 2023-03-31 | $68k | 2.1k | 32.15 |
| 2022-12-31 | $72k | 2.1k | 34.20 |
| 2022-09-30 | $67k | 2.2k | 29.95 |
| 2022-06-30 | $65k | 2.1k | 31.37 |
| 2022-03-31 | $79k | 2.1k | 38.22 |
| 2021-12-31 | $82k | 2.1k | 38.70 |
| 2021-09-30 | $45k | 1.2k | 37.04 |
| 2021-06-30 | $44k | 1.2k | 36.21 |
| 2021-03-31 | $3.7M | 110k | 34.05 |
| 2020-12-31 | $43k | 1.5k | 29.25 |
| 2020-09-30 | $5.0M | 207k | 24.03 |
| 2020-06-30 | $5.7M | 248k | 23.14 |
| 2020-03-31 | $5.4M | 262k | 20.82 |
| 2019-12-31 | $7.5M | 245k | 30.78 |
| 2019-09-30 | $8.8M | 314k | 28.00 |
| 2019-06-30 | $9.4M | 341k | 27.60 |
| 2019-03-31 | $8.9M | 348k | 25.71 |
| 2018-12-31 | $7.0M | 294k | 23.82 |
| 2018-09-30 | $7.8M | 283k | 27.58 |
| 2018-06-30 | $6.6M | 253k | 26.25 |
| 2018-03-31 | $4.7M | 171k | 27.23 |
| 2017-12-31 | $23M | 170k | 135.92 |
| 2017-09-30 | $3.3M | 128k | 25.50 |
| 2017-06-30 | $2.9M | 118k | 24.54 |
| 2017-03-31 | $2.5M | 108k | 23.54 |
| 2016-12-31 | $2.0M | 84k | 23.26 |
| 2016-09-30 | $1.6M | 81k | 19.30 |
| 2016-06-30 | $1.6M | 69k | 22.82 |
| 2016-03-31 | $1.4M | 63k | 22.51 |
| 2015-12-31 | $1.5M | 63k | 23.78 |
| 2015-09-30 | $1.8M | 80k | 22.66 |
| 2015-06-30 | $1.3M | 54k | 24.38 |
| 2015-03-31 | $1.2M | 50k | 23.53 |
| 2014-12-31 | $1.2M | 48k | 24.74 |
| 2014-09-30 | $934k | 40k | 23.18 |
| 2014-06-30 | $703k | 31k | 22.75 |
More positions owned by Summit Investment Advisors
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