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 |
|---|---|---|---|
| 2025-09-30 | $97M | 145k | 666.18 |
| 2025-06-30 | $89M | 143k | 619.61 |
| 2025-03-31 | $70M | 125k | 559.39 |
| 2024-12-31 | $54M | 92k | 588.04 |
| 2024-09-30 | $50M | 87k | 575.50 |
| 2024-06-30 | $41M | 76k | 545.97 |
| 2024-03-31 | $37M | 71k | 524.60 |
| 2023-12-31 | $33M | 70k | 477.21 |
| 2023-09-30 | $21M | 49k | 428.98 |
| 2023-06-30 | $26M | 58k | 444.91 |
| 2023-03-31 | $24M | 57k | 410.90 |
| 2022-12-31 | $22M | 58k | 382.43 |
| 2022-09-30 | $35M | 97k | 358.77 |
| 2022-06-30 | $35M | 92k | 378.80 |
| 2022-03-31 | $39M | 86k | 452.98 |
| 2021-12-31 | $39M | 82k | 476.59 |
| 2021-09-30 | $33M | 76k | 430.55 |
| 2021-06-30 | $26M | 60k | 429.42 |
| 2021-03-31 | $864k | 2.2k | 397.70 |
| 2020-12-31 | $794k | 2.1k | 375.54 |