SPDR SER TR

Ticker: SPYM CUSIP: 78464A854 Class: ETF

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 9,151 Value ($000) $734 Avg Close — Range —
Q3 2025
Shares 9,453 Value ($000) $741 Avg Close — Range —
Q2 2025
Shares 6,470 Value ($000) $470 Avg Close — Range —
Q1 2025
Shares 6,444 Value ($000) $424 Avg Close — Range —
Q4 2024
Shares 8,710 Value ($000) $600 Avg Close — Range —
Q3 2024
Shares 8,790 Value ($000) $593 Avg Close — Range —
Q2 2024
Shares 8,635 Value ($000) $553 Avg Close — Range —
Q1 2024
Shares 5,313 Value ($000) $327 Avg Close — Range —
Q4 2023
Shares 5,313 Value ($000) $297 Avg Close — Range —
Q3 2023
Shares 5,669 Value ($000) $285 Avg Close — Range —