SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 126,416 Value ($000) $6,924 Avg Close — Range —
Q3 2025
Shares 152,155 Value ($000) $8,197 Avg Close — Range —
Q2 2025
Shares 204,878 Value ($000) $10,729 Avg Close — Range —
Q1 2025
Shares 136,283 Value ($000) $6,788 Avg Close — Range —
Q4 2024
Shares 103,319 Value ($000) $4,993 Avg Close — Range —
Q3 2024
Shares 73,375 Value ($000) $3,325 Avg Close — Range —
Q2 2024
Shares 51,909 Value ($000) $2,134 Avg Close — Range —
Q1 2024
Shares 11,530 Value ($000) $486 Avg Close — Range —
Q4 2022
Shares 5,903 Value ($000) $202 Avg Close — Range —
Q3 2022
Shares 17,721 Value ($000) $538,010 Avg Close — Range —
Q2 2022
Shares 16,131 Value ($000) $507,320 Avg Close — Range —
Q1 2022
Shares 25,440 Value ($000) $974,863 Avg Close — Range —
Q4 2021
Shares 15,768 Value ($000) $615,740 Avg Close — Range —
Q3 2021
Shares 16,133 Value ($000) $605,471 Avg Close — Range —
Q2 2021
Shares 12,026 Value ($000) $441,234 Avg Close — Range —