SPDR SER TR

Ticker: SPIB CUSIP: 78464A375 Class: PORTFOLIO INTRMD

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 320,323 Value ($000) $10,830 Avg Close Range
Q3 2025
Shares 303,487 Value ($000) $10,285 Avg Close Range
Q2 2025
Shares 264,930 Value ($000) $8,896 Avg Close Range
Q1 2025
Shares 220,261 Value ($000) $7,321 Avg Close Range
Q4 2024
Shares 192,684 Value ($000) $6,312 Avg Close Range
Q3 2024
Shares 166,559 Value ($000) $5,615 Avg Close Range
Q2 2024
Shares 79,143 Value ($000) $2,577 Avg Close Range
Q1 2024
Shares 78,527 Value ($000) $2,567 Avg Close Range
Q4 2023
Shares 74,349 Value ($000) $2,441 Avg Close Range