SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

Summit Investment Advisory Services, LLC's Holding History (CIK: 0001914395)

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

Q4 2025
Shares 28,899 Value ($000) $3,083 Avg Close — Range —
Q3 2025
Shares 31,062 Value ($000) $3,246 Avg Close — Range —
Q2 2025
Shares 32,606 Value ($000) $3,108 Avg Close — Range —
Q1 2025
Shares 32,068 Value ($000) $2,577 Avg Close — Range —
Q4 2024
Shares 33,633 Value ($000) $2,956 Avg Close — Range —
Q3 2024
Shares 32,839 Value ($000) $2,724 Avg Close — Range —
Q2 2024
Shares 22,226 Value ($000) $1,781 Avg Close — Range —
Q1 2024
Shares 20,421 Value ($000) $1,494 Avg Close — Range —
Q4 2023
Shares 19,396 Value ($000) $1,262 Avg Close — Range —
Q3 2023
Shares 15,826 Value ($000) $938 Avg Close — Range —
Q2 2023
Shares 15,176 Value ($000) $926 Avg Close — Range —
Q1 2023
Shares 14,246 Value ($000) $789 Avg Close — Range —
Q4 2022
Shares 10,705 Value ($000) $542 Avg Close — Range —