Financial Select Sector SPDR shares owned by Summit Financial
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 40k | 42.12 |
| 2023-12-31 | $1.3M | 34k | 37.60 |
| 2023-09-30 | $896k | 27k | 33.17 |
| 2023-06-30 | $1.1M | 32k | 33.71 |
| 2023-03-31 | $1.0M | 32k | 32.15 |
| 2022-12-31 | $1.1M | 32k | 34.21 |
| 2022-09-30 | $981k | 32k | 30.35 |
| 2022-06-30 | $997k | 32k | 31.43 |
| 2022-03-31 | $1.1M | 27k | 38.31 |
| 2021-12-31 | $839k | 22k | 39.06 |
| 2021-09-30 | $681k | 18k | 37.55 |
| 2021-06-30 | $522k | 14k | 36.66 |