SPDR SER TR

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

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

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

Q4 2025
Shares 2,502 Value ($000) $267 Avg Close — Range —
Q3 2025
Shares 34,256 Value ($000) $2,366 Avg Close — Range —