SPDR SER TR

Ticker: SPTS CUSIP: 78468R101 Class: PORTFOLIO SH TSR

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 13,049 Value ($000) $382 Avg Close — Range —
Q3 2025
Shares 12,946 Value ($000) $380 Avg Close — Range —
Q2 2025
Shares 13,315 Value ($000) $390 Avg Close — Range —
Q1 2025
Shares 13,190 Value ($000) $386 Avg Close — Range —
Q1 2023
Shares 15,424 Value ($000) $451 Avg Close — Range —
Q4 2022
Shares 28,861 Value ($000) $834 Avg Close — Range —
Q3 2022
Shares 26,551 Value ($000) $767,599 Avg Close — Range —