SPDR SER TR

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

Summit Investment Advisory Services, LLC's Holding History (CIK: 0001914395)

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

Q4 2025
Shares 16,521 Value ($000) $774 Avg Close — Range —
Q3 2025
Shares 15,885 Value ($000) $736 Avg Close — Range —
Q2 2025
Shares 15,088 Value ($000) $643 Avg Close — Range —
Q1 2025
Shares 15,141 Value ($000) $617 Avg Close — Range —
Q4 2024
Shares 18,952 Value ($000) $851 Avg Close — Range —
Q3 2024
Shares 215,557 Value ($000) $9,810 Avg Close — Range —
Q1 2024
Shares 184,635 Value ($000) $7,947 Avg Close — Range —
Q4 2023
Shares 178,872 Value ($000) $7,545 Avg Close — Range —
Q3 2023
Shares 172,920 Value ($000) $6,381 Avg Close — Range —
Q2 2023
Shares 165,899 Value ($000) $6,444 Avg Close — Range —
Q1 2023
Shares 159,330 Value ($000) $6,018 Avg Close — Range —
Q4 2022
Shares 149,454 Value ($000) $5,525 Avg Close — Range —