Summit Financial’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.07M	Buy	27,736 +1,904	+7%	+$220K	0.04%	448
2025 Q4	$3.04M	Sell	25,832 -1,656	-6%	-$191K	0.04%	377
2025 Q3	$3.25M	Buy	27,488 +749	+3%	+$83.3K	0.05%	357
2025 Q2	$2.9M	Buy	26,739 +2,161	+9%	+$213K	0.07%	237
2025 Q1	$2.37M	Buy	24,578 +14,937	+155%	+$1.49M	0.07%	234
2024 Q4	$933K	Buy	9,641 +313	+3%	+$29.8K	0.03%	329
2024 Q3	$843K	Buy	+9,328	New	+$804K	0.03%	291
2023 Q1	–	Sell	-9,006	Closed	-$432K	–	264
2022 Q4	$432K	Buy	9,006 +812	+10%	+$39.8K	0.04%	182
2022 Q3	$392K	Buy	8,194 +385	+5%	+$21.2K	0.04%	188
2022 Q2	$424K	Sell	7,809 -14	-0.2%	-$843	0.04%	167
2022 Q1	$538K	Buy	7,823 +220	+3%	+$15.5K	0.04%	168
2021 Q4	$591K	Buy	7,603 +2,525	+50%	+$200K	0.05%	154
2021 Q3	$407K	Buy	+5,078	New	+$420K	0.03%	161