Summit Financial, LLC
Position in SPTS — State Street(R) SPDR(R) Portfolio Short Term Treasury ETF
CIK 1765536
PARSIPPANY, NJ
All Filings in SPTS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPTS | $13,875,294 | 475,507 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SPTS | $382,074 | 13,049 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SPTS | $379,576 | 12,946 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SPTS | $389,996 | 13,315 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 SPTS | $385,675 | 13,190 | Shares | Sole | 2025-05-14 | |
| 2023-03-31 SPTS | $450,843 | 15,424 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 SPTS | $833,794 | 28,861 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 SPTS | $767,589 | 26,551 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||