SPDR SER TR

Ticker: SDY CUSIP: 78464A763 Class: S&P DIVID ETF

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

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

Q4 2025
Shares 15,644 Value ($000) $2,177 Avg Close — Range —
Q3 2025
Shares 15,495 Value ($000) $2,170 Avg Close — Range —
Q2 2025
Shares 9,400 Value ($000) $1,276 Avg Close — Range —
Q1 2025
Shares 9,544 Value ($000) $1,295 Avg Close — Range —
Q4 2024
Shares 8,430 Value ($000) $1,114 Avg Close — Range —
Q3 2024
Shares 8,204 Value ($000) $1,165 Avg Close — Range —
Q2 2024
Shares 8,199 Value ($000) $1,043 Avg Close — Range —
Q1 2024
Shares 8,459 Value ($000) $1,110 Avg Close — Range —
Q4 2023
Shares 8,178 Value ($000) $1,022 Avg Close — Range —
Q3 2023
Shares 8,120 Value ($000) $934 Avg Close — Range —
Q2 2023
Shares 8,072 Value ($000) $990 Avg Close — Range —
Q1 2023
Shares 7,356 Value ($000) $910 Avg Close — Range —
Q4 2022
Shares 7,283 Value ($000) $911 Avg Close — Range —
Q3 2022
Shares 7,190 Value ($000) $801,717 Avg Close — Range —
Q2 2022
Shares 6,793 Value ($000) $806,224 Avg Close — Range —
Q1 2022
Shares 3,887 Value ($000) $498,027 Avg Close — Range —
Q4 2021
Shares 3,868 Value ($000) $499,387 Avg Close — Range —
Q3 2021
Shares 3,838 Value ($000) $451,136 Avg Close — Range —
Q2 2021
Shares 3,810 Value ($000) $465,924 Avg Close — Range —
Q1 2021
Shares 3,787 Value ($000) $446,942 Avg Close — Range —
Q4 2020
Shares 3,174 Value ($000) $336,241 Avg Close — Range —