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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Quarterly reported holdings in Financial Select Sector SPDR by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 152k | 53.87 |
| 2025-06-30 | $11M | 205k | 52.37 |
| 2025-03-31 | $6.8M | 136k | 49.81 |
| 2024-12-31 | $5.0M | 103k | 48.33 |
| 2024-09-30 | $3.3M | 73k | 45.32 |
| 2024-06-30 | $2.1M | 52k | 41.11 |
| 2024-03-31 | $486k | 12k | 42.12 |
| 2022-12-31 | $202k | 5.9k | 34.20 |
| 2022-09-30 | $538k | 18k | 30.36 |
| 2022-06-30 | $507k | 16k | 31.45 |
| 2022-03-31 | $975k | 25k | 38.32 |
| 2021-12-31 | $616k | 16k | 39.05 |
| 2021-09-30 | $606k | 16k | 37.53 |
| 2021-06-30 | $441k | 12k | 36.69 |