SPDR SER TR

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

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

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

Q4 2021
Shares 8,727 Value ($000) $266 Avg Close — Range —
Q3 2021
Shares 8,177 Value ($000) $250 Avg Close — Range —
Q2 2021
Shares 8,174 Value ($000) $250 Avg Close — Range —
Q1 2021
Shares 9,033 Value ($000) $277 Avg Close — Range —
Q4 2020
Shares 7,911 Value ($000) $243 Avg Close — Range —
Q3 2020
Shares 7,903 Value ($000) $243 Avg Close — Range —