SPDR SER TR

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

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q2 2025
Shares 1,502 Value ($000) $204 Avg Close — Range —
Q1 2025
Shares 1,502 Value ($000) $204 Avg Close — Range —
Q3 2024
Shares 1,502 Value ($000) $213 Avg Close — Range —
Q2 2021
Shares 2,336 Value ($000) $286 Avg Close — Range —
Q1 2020
Shares 2,570 Value ($000) $205 Avg Close — Range —
Q4 2019
Shares 3,624 Value ($000) $390 Avg Close — Range —