SPDR SER TR

Ticker: SJNK CUSIP: 78468R408 Class: Fixed Income ETF

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

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

Q4 2025
Shares 14,209 Value ($000) $360 Avg Close — Range —
Q3 2025
Shares 13,975 Value ($000) $358 Avg Close — Range —
Q2 2025
Shares 13,999 Value ($000) $357 Avg Close — Range —
Q1 2025
Shares 29,652 Value ($000) $746 Avg Close — Range —
Q4 2024
Shares 38,285 Value ($000) $967 Avg Close — Range —
Q3 2024
Shares 37,343 Value ($000) $962 Avg Close — Range —
Q2 2024
Shares 37,833 Value ($000) $945 Avg Close — Range —
Q1 2024
Shares 37,641 Value ($000) $949 Avg Close — Range —
Q4 2023
Shares 37,558 Value ($000) $944 Avg Close — Range —
Q3 2023
Shares 40,952 Value ($000) $1,002 Avg Close — Range —
Q2 2023
Shares 39,682 Value ($000) $980 Avg Close — Range —
Q1 2023
Shares 41,608 Value ($000) $1,034 Avg Close — Range —
Q4 2022
Shares 42,496 Value ($000) $1,030 Avg Close — Range —