SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

Summit Financial, LLC's Holding History (CIK: 0001765536)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 9,396 Value ($000) $1,122 Avg Close — Range —
Q3 2025
Shares 4,751 Value ($000) $1,138 Avg Close — Range —
Q2 2025
Shares 19,141 Value ($000) $4,160 Avg Close — Range —
Q1 2025
Shares 17,689 Value ($000) $3,493 Avg Close — Range —
Q4 2024
Shares 13,313 Value ($000) $2,987 Avg Close — Range —
Q3 2024
Shares 5,101 Value ($000) $1,022 Avg Close — Range —
Q2 2024
Shares 2,703 Value ($000) $493 Avg Close — Range —