SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q4 2025
Shares 7,383 Value ($000) $1,063 Avg Close — Range —
Q3 2025
Shares 3,649 Value ($000) $1,039 Avg Close — Range —
Q2 2025
Shares 3,649 Value ($000) $924 Avg Close — Range —
Q1 2025
Shares 3,649 Value ($000) $753 Avg Close — Range —
Q4 2024
Shares 3,593 Value ($000) $818 Avg Close — Range —
Q3 2024
Shares 3,585 Value ($000) $809 Avg Close — Range —
Q2 2024
Shares 3,585 Value ($000) $811 Avg Close — Range —
Q1 2024
Shares 3,585 Value ($000) $747 Avg Close — Range —
Q4 2023
Shares 3,500 Value ($000) $674 Avg Close — Range —
Q3 2023
Shares 3,500 Value ($000) $612 Avg Close — Range —
Q2 2023
Shares 3,800 Value ($000) $661 Avg Close — Range —
Q1 2023
Shares 3,800 Value ($000) $574 Avg Close — Range —
Q4 2022
Shares 3,827 Value ($000) $476 Avg Close — Range —
Q3 2022
Shares 3,927 Value ($000) $488 Avg Close — Range —
Q2 2022
Shares 3,927 Value ($000) $535 Avg Close — Range —
Q1 2022
Shares 3,900 Value ($000) $620 Avg Close — Range —
Q4 2021
Shares 3,927 Value ($000) $682 Avg Close — Range —
Q3 2021
Shares 4,080 Value ($000) $609 Avg Close — Range —
Q2 2021
Shares 4,080 Value ($000) $602 Avg Close — Range —
Q1 2021
Shares 4,107 Value ($000) $534 Avg Close — Range —
Q4 2020
Shares 4,080 Value ($000) $476 Avg Close — Range —
Q3 2020
Shares 4,207 Value ($000) $468 Avg Close — Range —
Q2 2020
Shares 7,407 Value ($000) $798 Avg Close — Range —
Q1 2020
Shares 9,010 Value ($000) $754 Avg Close — Range —
Q4 2019
Shares 8,976 Value ($000) $854 Avg Close — Range —
Q3 2019
Shares 7,605 Value ($000) $620 Avg Close — Range —
Q2 2019
Shares 7,605 Value ($000) $593 Avg Close — Range —
Q1 2019
Shares 7,605 Value ($000) $577 Avg Close — Range —
Q4 2018
Shares 7,390 Value ($000) $458 Avg Close — Range —
Q3 2018
Shares 6,180 Value ($000) $430 Avg Close — Range —
Q2 2018
Shares 4,730 Value ($000) $309 Avg Close — Range —
Q1 2018
Shares 4,730 Value ($000) $309 Avg Close — Range —
Q4 2017
Shares 4,950 Value ($000) $317 Avg Close — Range —
Q3 2017
Shares 5,950 Value ($000) $352 Avg Close — Range —
Q2 2017
Shares 6,452 Value ($000) $353 Avg Close — Range —
Q1 2017
Shares 6,452 Value ($000) $344 Avg Close — Range —
Q4 2016
Shares 7,302 Value ($000) $353 Avg Close — Range —
Q3 2016
Shares 8,802 Value ($000) $421 Avg Close — Range —
Q2 2016
Shares 19,617 Value ($000) $851 Avg Close — Range —
Q1 2016
Shares 26,302 Value ($000) $1,167 Avg Close — Range —
Q4 2015
Shares 24,072 Value ($000) $1,031 Avg Close — Range —
Q3 2015
Shares 18,105 Value ($000) $715 Avg Close — Range —
Q2 2015
Shares 14,630 Value ($000) $605 Avg Close — Range —
Q1 2015
Shares 15,435 Value ($000) $660 Avg Close — Range —
Q4 2014
Shares 15,285 Value ($000) $632 Avg Close — Range —