SPDR SER TR

Ticker: SPTL CUSIP: 78464A664 Class: PORTFOLIO LN TSR

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q3 2024
Shares 154,347 Value ($000) $4,487 Avg Close — Range —
Q2 2024
Shares 127,986 Value ($000) $3,484 Avg Close — Range —
Q1 2024
Shares 86,825 Value ($000) $2,426 Avg Close — Range —
Q4 2023
Shares 45,981 Value ($000) $1,334 Avg Close — Range —
Q3 2023
Shares 23,000 Value ($000) $599 Avg Close — Range —