SPDR SER TR

Ticker: SPMD CUSIP: 78464A847 Class: PORTFOLIO S&P400

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

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

Q4 2025
Shares 28,186 Value ($000) $1,632 Avg Close Range
Q3 2025
Shares 27,889 Value ($000) $1,595 Avg Close Range
Q2 2025
Shares 26,518 Value ($000) $1,442 Avg Close Range
Q1 2025
Shares 24,764 Value ($000) $1,267 Avg Close Range
Q4 2024
Shares 32,469 Value ($000) $1,776 Avg Close Range
Q3 2024
Shares 29,911 Value ($000) $1,636 Avg Close Range
Q1 2024
Shares 24,351 Value ($000) $1,299 Avg Close Range
Q4 2023
Shares 23,481 Value ($000) $1,144 Avg Close Range
Q3 2023
Shares 18,059 Value ($000) $791 Avg Close Range
Q2 2023
Shares 17,724 Value ($000) $813 Avg Close Range
Q1 2023
Shares 17,457 Value ($000) $767 Avg Close Range
Q4 2022
Shares 15,343 Value ($000) $652 Avg Close Range