SPDR S&P MIDCAP 400 ETF TR

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

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

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

Q4 2025
Shares 2,067 Value ($000) $1,247 Avg Close — Range —
Q3 2025
Shares 3,232 Value ($000) $1,926 Avg Close — Range —
Q2 2025
Shares 3,272 Value ($000) $1,853 Avg Close — Range —
Q1 2025
Shares 3,308 Value ($000) $1,765 Avg Close — Range —
Q4 2024
Shares 3,326 Value ($000) $1,895 Avg Close — Range —
Q3 2024
Shares 6,478 Value ($000) $3,690 Avg Close — Range —
Q2 2024
Shares 6,495 Value ($000) $3,476 Avg Close — Range —
Q1 2024
Shares 6,590 Value ($000) $3,667 Avg Close — Range —
Q4 2023
Shares 6,594 Value ($000) $3,346 Avg Close — Range —
Q3 2023
Shares 6,594 Value ($000) $3,011 Avg Close — Range —
Q2 2023
Shares 6,693 Value ($000) $3,205 Avg Close — Range —
Q1 2023
Shares 6,693 Value ($000) $3,068 Avg Close — Range —
Q4 2022
Shares 6,692 Value ($000) $2,963 Avg Close — Range —
Q3 2022
Shares 6,709 Value ($000) $2,695 Avg Close — Range —
Q2 2022
Shares 6,739 Value ($000) $2,787 Avg Close — Range —
Q1 2022
Shares 6,753 Value ($000) $3,312 Avg Close — Range —
Q4 2021
Shares 6,797 Value ($000) $3,519 Avg Close — Range —
Q3 2021
Shares 6,793 Value ($000) $3,267 Avg Close — Range —
Q2 2021
Shares 6,792 Value ($000) $3,335 Avg Close — Range —
Q1 2021
Shares 6,791 Value ($000) $3,233 Avg Close — Range —
Q4 2020
Shares 6,823 Value ($000) $2,865 Avg Close — Range —
Q3 2020
Shares 6,866 Value ($000) $2,326 Avg Close — Range —
Q2 2020
Shares 7,086 Value ($000) $2,299 Avg Close — Range —
Q1 2020
Shares 6,527 Value ($000) $1,716 Avg Close — Range —
Q4 2019
Shares 5,675 Value ($000) $2,130 Avg Close — Range —