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
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |