SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

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

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

Q4 2025
Shares 32,840 Value ($000) $1,866 Avg Close — Range —
Q3 2025
Shares 32,986 Value ($000) $1,825 Avg Close — Range —
Q2 2025
Shares 33,384 Value ($000) $1,747 Avg Close — Range —
Q1 2025
Shares 31,992 Value ($000) $1,634 Avg Close — Range —
Q4 2024
Shares 32,416 Value ($000) $1,658 Avg Close — Range —
Q3 2024
Shares 31,118 Value ($000) $1,645 Avg Close — Range —
Q2 2024
Shares 35,907 Value ($000) $1,750 Avg Close — Range —
Q1 2024
Shares 18,225 Value ($000) $913 Avg Close — Range —
Q4 2023
Shares 16,027 Value ($000) $747 Avg Close — Range —
Q3 2023
Shares 15,516 Value ($000) $640 Avg Close — Range —
Q2 2023
Shares 15,361 Value ($000) $664 Avg Close — Range —
Q1 2023
Shares 12,901 Value ($000) $525 Avg Close — Range —
Q4 2022
Shares 11,328 Value ($000) $441 Avg Close — Range —