SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q4 2025
Shares 5,810 Value ($000) $3,962 Avg Close — Range —
Q3 2025
Shares 5,807 Value ($000) $3,881 Avg Close — Range —
Q2 2025
Shares 5,818 Value ($000) $3,595 Avg Close — Range —
Q1 2025
Shares 5,255 Value ($000) $2,939 Avg Close — Range —
Q4 2024
Shares 5,239 Value ($000) $3,132 Avg Close — Range —
Q3 2024
Shares 5,183 Value ($000) $2,974 Avg Close — Range —
Q2 2024
Shares 5,071 Value ($000) $2,760 Avg Close — Range —
Q1 2024
Shares 5,058 Value ($000) $2,646 Avg Close — Range —
Q4 2023
Shares 5,784 Value ($000) $2,749 Avg Close — Range —
Q3 2023
Shares 5,784 Value ($000) $2,527 Avg Close — Range —
Q2 2023
Shares 5,867 Value ($000) $2,601 Avg Close — Range —
Q1 2023
Shares 5,306 Value ($000) $2,172 Avg Close — Range —
Q4 2022
Shares 5,257 Value ($000) $2,010 Avg Close — Range —
Q3 2022
Shares 6,243 Value ($000) $2,372 Avg Close — Range —
Q2 2022
Shares 6,430 Value ($000) $2,543 Avg Close — Range —
Q1 2022
Shares 5,896 Value ($000) $2,663 Avg Close — Range —
Q4 2021
Shares 6,422 Value ($000) $3,067 Avg Close — Range —
Q3 2021
Shares 6,277 Value ($000) $2,694 Avg Close — Range —
Q2 2021
Shares 6,493 Value ($000) $2,779 Avg Close — Range —
Q1 2021
Shares 7,570 Value ($000) $2,830 Avg Close — Range —
Q4 2020
Shares 7,202 Value ($000) $2,412 Avg Close — Range —
Q3 2020
Shares 7,477 Value ($000) $2,469 Avg Close — Range —
Q2 2020
Shares 7,635 Value ($000) $2,414 Avg Close — Range —
Q1 2020
Shares 7,524 Value ($000) $1,993 Avg Close — Range —
Q4 2019
Shares 8,007 Value ($000) $2,590 Avg Close — Range —
Q3 2019
Shares 7,494 Value ($000) $2,220 Avg Close — Range —
Q2 2019
Shares 7,482 Value ($000) $2,192 Avg Close — Range —
Q1 2019
Shares 10,327 Value ($000) $2,958 Avg Close — Range —
Q4 2018
Shares 9,436 Value ($000) $2,358 Avg Close — Range —
Q3 2018
Shares 3,092 Value ($000) $848 Avg Close — Range —
Q2 2018
Shares 4,218 Value ($000) $1,110 Avg Close — Range —
Q1 2018
Shares 4,218 Value ($000) $1,110 Avg Close — Range —
Q4 2017
Shares 4,345 Value ($000) $1,160 Avg Close — Range —
Q3 2017
Shares 4,143 Value ($000) $1,041 Avg Close — Range —
Q2 2017
Shares 4,310 Value ($000) $1,042 Avg Close — Range —
Q1 2017
Shares 6,069 Value ($000) $1,431 Avg Close — Range —
Q4 2016
Shares 6,085 Value ($000) $1,360 Avg Close — Range —
Q3 2016
Shares 19,824 Value ($000) $4,288 Avg Close — Range —
Q2 2016
Shares 20,344 Value ($000) $4,262 Avg Close — Range —
Q1 2016
Shares 34,583 Value ($000) $7,107 Avg Close — Range —
Q4 2015
Shares 21,008 Value ($000) $4,283 Avg Close — Range —