SPDR SER TR

Ticker: SPHY CUSIP: 78468R606 Class: PORTFLI HIGH YLD

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

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

Q4 2025
Shares 9,300 Value ($000) $220 Avg Close — Range —
Q3 2025
Shares 9,300 Value ($000) $222 Avg Close — Range —