Spdr S&p 500 Etf shares owned by Summit Asset Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.7M | 3.5k | 475.35 |
| 2023-09-30 | $1.6M | 3.7k | 427.44 |
| 2023-06-30 | $1.3M | 2.9k | 443.28 |
| 2023-03-31 | $1.2M | 2.9k | 409.39 |
| 2022-12-31 | $1.1M | 2.9k | 382.43 |
| 2022-09-30 | $1.1M | 2.9k | 357.07 |
| 2022-06-30 | $1.0M | 2.7k | 377.29 |
| 2022-03-31 | $1.3M | 2.9k | 451.72 |
| 2021-12-31 | $1.4M | 2.9k | 475.07 |
| 2021-09-30 | $1.2M | 2.9k | 429.21 |
| 2021-06-30 | $1.5M | 3.4k | 428.11 |
| 2021-03-31 | $1.3M | 3.2k | 396.48 |
| 2020-12-31 | $1.2M | 3.1k | 374.04 |
| 2020-09-30 | $693k | 2.1k | 335.11 |
| 2020-06-30 | $252k | 818 | 308.07 |
| 2020-03-31 | $211k | 818 | 257.95 |
| 2019-12-31 | $289k | 898 | 321.83 |
| 2019-09-30 | $276k | 931 | 296.46 |
| 2019-06-30 | $283k | 966 | 292.96 |
| 2019-03-31 | $290k | 1.0k | 282.10 |
| 2018-12-31 | $244k | 978 | 249.49 |
| 2018-09-30 | $284k | 978 | 290.39 |