SPDR SER TR

Ticker: SLYG CUSIP: 78464A201 Class: S&P 600 SMCP GRW

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 38,119 Value ($000) $3,590 Avg Close — Range —
Q2 2025
Shares 48,721 Value ($000) $4,324 Avg Close — Range —