SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 757,338 Value ($000) $32,331 Avg Close — Range —
Q3 2025
Shares 382,861 Value ($000) $33,389 Avg Close — Range —
Q2 2025
Shares 358,714 Value ($000) $29,293 Avg Close — Range —
Q1 2025
Shares 384,920 Value ($000) $30,351 Avg Close — Range —
Q4 2024
Shares 44,498 Value ($000) $3,368 Avg Close — Range —
Q3 2024
Shares 39,838 Value ($000) $3,218 Avg Close — Range —
Q2 2024
Shares 17,481 Value ($000) $1,191 Avg Close — Range —
Q1 2024
Shares 13,791 Value ($000) $905 Avg Close — Range —
Q4 2023
Shares 14,186 Value ($000) $898 Avg Close — Range —
Q3 2023
Shares 19,116 Value ($000) $1,127 Avg Close — Range —
Q2 2023
Shares 18,814 Value ($000) $1,231 Avg Close — Range —