Energy Select Sector SPDR shares owned by Summit Financial
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 16k | 94.41 |
| 2023-12-31 | $1.3M | 16k | 83.84 |
| 2023-09-30 | $1.7M | 19k | 90.39 |
| 2023-06-30 | $1.8M | 22k | 81.17 |
| 2023-03-31 | $1.8M | 22k | 82.83 |
| 2022-12-31 | $1.8M | 21k | 87.45 |
| 2022-09-30 | $1.2M | 17k | 71.99 |
| 2022-06-30 | $1.2M | 16k | 71.54 |
| 2022-03-31 | $1.2M | 16k | 76.46 |
| 2021-12-31 | $620k | 11k | 55.49 |
| 2021-09-30 | $479k | 9.2k | 52.04 |
| 2021-06-30 | $490k | 9.1k | 53.82 |