Summit Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.3M	Buy	122,339 +26,658	+28%	+$3.76M	0.21%	88
2025 Q4	$13.8M	Sell	95,681 -1,573	-2%	-$227K	0.2%	98
2025 Q3	$13.7M	Buy	97,254 +7,182	+8%	+$951K	0.21%	91
2025 Q2	$11.4M	Buy	90,072 +10,902	+14%	+$1.21M	0.26%	69
2025 Q1	$8.17M	Buy	79,170 +27,018	+52%	+$3.06M	0.23%	80
2024 Q4	$6.06M	Sell	52,152 -9,800	-16%	-$1.14M	0.21%	91
2024 Q3	$6.99M	Buy	61,952 +20,464	+49%	+$2.25M	0.27%	64
2024 Q2	$4.69M	Buy	41,488 +25,852	+165%	+$2.72M	0.21%	79
2024 Q1	$1.63M	Buy	15,636 +10,658	+214%	+$1.08M	0.1%	120
2023 Q4	$479K	Buy	4,978 +194	+4%	+$17.3K	0.03%	248
2023 Q3	$392K	Sell	4,784 -22	-0.5%	-$1.89K	0.03%	267
2023 Q2	$418K	Buy	4,806 +1,124	+31%	+$88.6K	0.03%	251
2023 Q1	$278K	Sell	3,682 -134	-4%	-$9.22K	0.02%	217
2022 Q4	$237K	Sell	3,816 -86	-2%	-$5.46K	0.02%	221
2022 Q3	$232K	Buy	+3,902	New	+$266K	0.02%	229
2022 Q2	–	Sell	-2,916	Closed	-$232K	–	256
2022 Q1	$232K	Buy	+2,916	New	+$229K	0.02%	235