SPDR SER TR

Ticker: SPSM CUSIP: 78468R853 Class: PORTFOLIO S&P600

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

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

Q4 2025
Shares 22,637 Value ($000) $1,061 Avg Close — Range —
Q3 2025
Shares 16,402 Value ($000) $760 Avg Close — Range —
Q2 2025
Shares 16,034 Value ($000) $683 Avg Close — Range —
Q1 2025
Shares 12,589 Value ($000) $513 Avg Close — Range —