SELECT SECTOR SPDR TR

Ticker: XLC CUSIP: 81369Y852 Class: COMMUNICATION

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

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

Q4 2025
Shares 25,832 Value ($000) $3,041 Avg Close Range
Q3 2025
Shares 27,488 Value ($000) $3,254 Avg Close Range
Q2 2025
Shares 26,739 Value ($000) $2,902 Avg Close Range
Q1 2025
Shares 24,578 Value ($000) $2,371 Avg Close Range
Q4 2024
Shares 9,641 Value ($000) $933 Avg Close Range
Q3 2024
Shares 9,328 Value ($000) $843 Avg Close Range
Q4 2022
Shares 9,006 Value ($000) $432 Avg Close Range
Q3 2022
Shares 8,194 Value ($000) $392,411 Avg Close Range
Q2 2022
Shares 7,809 Value ($000) $423,794 Avg Close Range
Q1 2022
Shares 7,823 Value ($000) $538,066 Avg Close Range
Q4 2021
Shares 7,603 Value ($000) $590,601 Avg Close Range
Q3 2021
Shares 5,078 Value ($000) $406,799 Avg Close Range