SPDR SER TR

Ticker: SPBO CUSIP: 78464A144 Class: PORTFOLIO CRPORT

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

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

Q4 2025
Shares 1,027,716 Value ($000) $30,153 Avg Close — Range —
Q3 2025
Shares 916,928 Value ($000) $27,141 Avg Close — Range —
Q2 2025
Shares 795,071 Value ($000) $23,232 Avg Close — Range —
Q1 2025
Shares 733,807 Value ($000) $21,302 Avg Close — Range —
Q4 2024
Shares 459,939 Value ($000) $13,200 Avg Close — Range —