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SUMMIT FINANCIAL GROUP, INC. Historic Quarter Change: USA ETF, Added

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SUMMIT FINANCIAL GROUP, INC. historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2023-12-31 to 2024-03-31, SUMMIT FINANCIAL GROUP, INC. opened 1 positions, added to 27, reduced 30 and sold out of 1.

  • Q1 2024: Stock SPY; Country of operation —; Class TR UNIT; Shares before 20,223.
  • Q1 2024: Stock IWM; Country of operation —; Class RUSSELL 2000 ETF; Shares before 17,299.
  • Q1 2024: Stock XLI; Country of operation —; Class INDL; Shares before 14,203.
  • Q1 2024: Stock SMH; Country of operation —; Class SEMICONDUCTR ETF; Shares before 9,350.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 811808), 1 quarter: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2024SPY
SPDR S&P 500 ETF TR		TR UNIT20,22321,086+863$9,612,194$11,029,453+$1,417,2592024-04-05
Q1 2024IWM
ISHARES TR		RUSSELL 2000 ETF17,29920,197+2,898$3,472,082$4,247,429+$775,3472024-04-05
Q1 2024XLI
SELECT SECTOR SPDR TR		INDL14,20317,458+3,255$1,618,999$2,199,009+$580,0102024-04-05
Q1 2024SMH
VANECK ETF TRUST		SEMICONDUCTR ETF9,3509,665+315$1,635,034$2,174,528+$539,4942024-04-05
Q1 2024AGG
ISHARES TR		CORE US AGGBD ET54,85060,717+5,867$5,443,862$5,946,622+$502,7602024-04-05
Q1 2024EMXC
ISHARES TR		MSCI EMRG CHN13,31520,999+7,684$737,784$1,208,912+$471,1282024-04-05
Q1 2024XLF
SELECT SECTOR SPDR TR		FINANCIAL33,62039,985+6,365$1,264,112$1,684,168+$420,0562024-04-05
Q1 2024PAVE
GLOBAL X FDS		US INFR DEV ETF54,13057,280+3,150$1,865,319$2,280,316+$414,9972024-04-05
Q1 2024QQQ
INVESCO QQQ TR		UNIT SER 110,52310,628+105$4,309,378$4,718,938+$409,5602024-04-05
Q1 2024IWF
ISHARES TR		RUS 1000 GRW ETF7,3557,757+402$2,229,815$2,614,496+$384,6812024-04-05
Q1 2024XLK
SELECT SECTOR SPDR TR		TECHNOLOGY3,8355,220+1,385$738,160$1,087,169+$349,0092024-04-05
Q1 2024HDV
ISHARES TR		CORE HIGH DV ETF31,67332,455+782$3,230,328$3,576,864+$346,5362024-04-05
Q1 2024IJH
ISHARES TR		CORE S&P MCP ETF19,10292,740+73,638$5,294,119$5,633,027+$338,9082024-04-05
Q1 2024IWR
ISHARES TR		RUS MID CAP ETF42,38042,793+413$3,294,197$3,598,462+$304,2652024-04-05
Q1 2024DVY
ISHARES TR		SELECT DIVID ETF40,83641,101+265$4,786,795$5,062,820+$276,0252024-04-05
Q1 2024XLE
SELECT SECTOR SPDR TR		ENERGY15,52515,995+470$1,301,616$1,510,087+$208,4712024-04-05
Q1 2024IWD
ISHARES TR		RUS 1000 VAL ETF10,83710,925+88$1,790,814$1,956,776+$165,9622024-04-05
Q1 2024AMLP
ALPS ETF TR		SLERIAN MLP5,2907,880+2,590$224,930$373,984+$149,0542024-04-05
Q1 2024IBB
ISHARES TR		ISHARES BIOTECH9,27910,149+870$1,260,552$1,392,645+$132,0932024-04-05
Q1 2024CIBR
FIRST TR EXCHANGE TRADED FD		NASDAQ CYB ETF26,19726,477+280$1,410,446$1,493,038+$82,5922024-04-05
Q1 2024IYG
ISHARES TR		U.S. FIN SVC ETF3,97611,928+7,952$712,538$790,826+$78,2882024-04-05
Q1 2024IGSB
ISHARES TR		ISHS 1-5YR INVS43,04544,241+1,196$2,207,132$2,268,678+$61,5462024-04-05
Q1 2024XLV
SELECT SECTOR SPDR TR		SBI HEALTHCARE4,8604,885+25$662,806$721,661+$58,8552024-04-05
Q1 2024VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF2,5882,653+65$440,995$484,464+$43,4692024-04-05
Q1 2024IYR
ISHARES TR		U.S. REAL ES ETF4,0854,465+380$373,409$401,403+$27,9942024-04-05
Q1 2024HYG
ISHARES TR		IBOXX HI YD ETF19,30219,469+167$1,493,781$1,513,325+$19,5442024-04-05
Q1 2024CWB
SPDR SER TR		BBG CON SEC ETF3,6053,790+185$260,100$276,821+$16,7212024-04-05

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