Summit Financial’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.16M	Buy	19,141 +1,452	+8%	+$316K	0.09%	186
2025 Q1	$3.49M	Buy	17,689 +4,376	+33%	+$864K	0.1%	176
2024 Q4	$2.99M	Buy	13,313 +8,212	+161%	+$1.84M	0.1%	159
2024 Q3	$1.02M	Buy	5,101 +2,398	+89%	+$480K	0.04%	256
2024 Q2	$493K	Buy	+2,703	New	+$493K	0.02%	328