SPDR SER TR

Ticker: SMLV CUSIP: 78468R887 Class: COM

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 3,645 Value ($000) $478 Avg Close — Range —
Q3 2025
Shares 9,600 Value ($000) $461 Avg Close — Range —
Q2 2025
Shares 4,493 Value ($000) $562 Avg Close — Range —