SPDR SER TR

Ticker: SPTM CUSIP: 78464A805 Class: PORTFOLI S&P1500

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

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

Q4 2025
Shares 151,685 Value ($000) $12,514 Avg Close — Range —
Q3 2025
Shares 145,485 Value ($000) $11,733 Avg Close — Range —
Q2 2025
Shares 143,787 Value ($000) $10,768 Avg Close — Range —
Q1 2025
Shares 139,136 Value ($000) $9,463 Avg Close — Range —
Q4 2024
Shares 137,713 Value ($000) $9,837 Avg Close — Range —
Q3 2024
Shares 129,398 Value ($000) $9,066 Avg Close — Range —
Q1 2024
Shares 128,811 Value ($000) $8,263 Avg Close — Range —
Q4 2023
Shares 130,670 Value ($000) $7,638 Avg Close — Range —
Q3 2023
Shares 126,371 Value ($000) $6,633 Avg Close — Range —
Q2 2023
Shares 138,875 Value ($000) $7,560 Avg Close — Range —
Q1 2023
Shares 136,242 Value ($000) $6,871 Avg Close — Range —
Q4 2022
Shares 129,296 Value ($000) $6,114 Avg Close — Range —