Spdr S&p 500 Etf shares owned by Summit Financial
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 21k | 523.07 |
| 2023-12-31 | $9.6M | 20k | 475.31 |
| 2023-09-30 | $8.5M | 20k | 427.48 |
| 2023-06-30 | $8.6M | 20k | 443.28 |
| 2023-03-31 | $8.1M | 20k | 409.39 |
| 2022-12-31 | $7.7M | 20k | 382.42 |
| 2022-09-30 | $7.4M | 21k | 357.16 |
| 2022-06-30 | $6.6M | 18k | 377.28 |
| 2022-03-31 | $7.9M | 18k | 451.66 |
| 2021-12-31 | $8.0M | 17k | 474.95 |
| 2021-09-30 | $6.2M | 14k | 429.13 |
| 2021-06-30 | $4.8M | 11k | 428.03 |
| 2021-03-31 | $4.3M | 11k | 396.33 |
| 2020-12-31 | $4.0M | 11k | 373.91 |
| 2020-09-30 | $3.3M | 9.9k | 334.89 |
| 2020-06-30 | $2.8M | 9.0k | 308.41 |
| 2020-03-31 | $2.2M | 8.4k | 257.78 |
| 2019-12-31 | $2.6M | 8.1k | 321.89 |
| 2019-09-30 | $2.5M | 8.4k | 296.80 |
| 2019-06-30 | $2.5M | 8.7k | 293.06 |