SPDR SER TR

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

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

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

Q4 2025
Shares 28,286 Value ($000) $670 Avg Close — Range —
Q3 2025
Shares 27,310 Value ($000) $654 Avg Close — Range —