SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q4 2025
Shares 393 Value ($000) $237 Avg Close Range
Q3 2025
Shares 392 Value ($000) $234 Avg Close Range
Q2 2025
Shares 391 Value ($000) $221 Avg Close Range
Q1 2025
Shares 390 Value ($000) $208 Avg Close Range
Q4 2024
Shares 390 Value ($000) $228 Avg Close Range
Q3 2024
Shares 387 Value ($000) $221 Avg Close Range
Q2 2024
Shares 386 Value ($000) $206 Avg Close Range
Q1 2024
Shares 385 Value ($000) $214 Avg Close Range
Q4 2022
Shares 1,853 Value ($000) $820 Avg Close Range
Q3 2022
Shares 1,851 Value ($000) $807 Avg Close Range
Q2 2022
Shares 1,850 Value ($000) $814 Avg Close Range
Q4 2021
Shares 1,848 Value ($000) $964 Avg Close Range
Q1 2021
Shares 1,844 Value ($000) $774 Avg Close Range
Q3 2020
Shares 1,994 Value ($000) $704 Avg Close Range
Q2 2020
Shares 1,992 Value ($000) $644 Avg Close Range
Q3 2019
Shares 964 Value ($000) $336 Avg Close Range
Q2 2019
Shares 962 Value ($000) $341 Avg Close Range
Q1 2019
Shares 962 Value ($000) $337 Avg Close Range
Q3 2018
Shares 600 Value ($000) $205 Avg Close Range
Q2 2017
Shares 1,959 Value ($000) $622 Avg Close Range
Q1 2017
Shares 1,962 Value ($000) $613 Avg Close Range
Q4 2016
Shares 1,962 Value ($000) $592 Avg Close Range
Q3 2016
Shares 1,962 Value ($000) $554 Avg Close Range
Q2 2016
Shares 1,962 Value ($000) $534 Avg Close Range
Q1 2016
Shares 1,962 Value ($000) $515 Avg Close Range
Q4 2015
Shares 2,037 Value ($000) $517 Avg Close Range