SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

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

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

Q4 2025
Shares 25,998 Value ($000) $4,033 Avg Close — Range —
Q3 2025
Shares 26,006 Value ($000) $4,011 Avg Close — Range —
Q2 2025
Shares 24,666 Value ($000) $3,639 Avg Close — Range —
Q1 2025
Shares 25,296 Value ($000) $3,316 Avg Close — Range —
Q4 2024
Shares 72,456 Value ($000) $9,547 Avg Close — Range —
Q3 2024
Shares 71,925 Value ($000) $9,742 Avg Close — Range —
Q2 2024
Shares 62,191 Value ($000) $7,579 Avg Close — Range —
Q1 2024
Shares 58,149 Value ($000) $7,324 Avg Close — Range —
Q4 2023
Shares 58,384 Value ($000) $6,655 Avg Close — Range —
Q3 2023
Shares 57,658 Value ($000) $5,845 Avg Close — Range —
Q2 2023
Shares 56,908 Value ($000) $6,107 Avg Close — Range —
Q1 2023
Shares 4,354 Value ($000) $441 Avg Close — Range —
Q4 2022
Shares 3,858 Value ($000) $379 Avg Close — Range —
Q3 2022
Shares 5,808 Value ($000) $481,135 Avg Close — Range —
Q2 2022
Shares 4,999 Value ($000) $436,613 Avg Close — Range —
Q1 2022
Shares 9,706 Value ($000) $999,475 Avg Close — Range —
Q4 2021
Shares 5,760 Value ($000) $609,466 Avg Close — Range —
Q3 2021
Shares 6,009 Value ($000) $587,921 Avg Close — Range —
Q2 2021
Shares 3,692 Value ($000) $378,061 Avg Close — Range —