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 |
|---|---|---|---|
| 2024-12-31 | $5.9M | 69k | 85.66 |
| 2024-09-30 | $6.2M | 70k | 87.80 |
| 2024-06-30 | $6.0M | 65k | 91.15 |
| 2024-03-31 | $5.2M | 56k | 94.41 |
| 2023-12-31 | $2.6M | 31k | 83.84 |
| 2023-09-30 | $2.8M | 31k | 90.39 |
| 2023-06-30 | $2.4M | 30k | 81.17 |
| 2023-03-31 | $2.4M | 29k | 82.83 |
| 2022-12-31 | $2.6M | 30k | 87.47 |
| 2022-09-30 | $2.1M | 29k | 72.02 |
| 2022-06-30 | $1.8M | 25k | 71.51 |
| 2022-03-31 | $1.5M | 20k | 76.44 |
| 2021-12-31 | $878k | 16k | 55.50 |
| 2021-09-30 | $540k | 10k | 52.09 |