Spdr S&p 500 Etf shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 5.2k | 573.80 |
| 2024-06-30 | $2.8M | 5.2k | 544.25 |
| 2024-03-31 | $2.7M | 5.2k | 523.10 |
| 2023-09-30 | $2.3M | 5.4k | 427.51 |
| 2023-06-30 | $2.3M | 5.1k | 443.31 |
| 2023-03-31 | $2.1M | 5.1k | 409.42 |
| 2022-12-31 | $2.0M | 5.1k | 382.45 |
| 2022-09-30 | $1.8M | 4.9k | 357.29 |
| 2022-06-30 | $1.9M | 5.1k | 377.25 |
| 2022-03-31 | $2.4M | 5.3k | 451.59 |
| 2021-12-31 | $2.6M | 5.5k | 474.96 |
| 2021-09-30 | $2.4M | 5.5k | 429.14 |
| 2021-06-30 | $2.4M | 5.5k | 428.03 |
| 2021-03-31 | $1.9M | 4.8k | 396.37 |
| 2020-12-31 | $1.8M | 4.9k | 373.89 |
| 2020-09-30 | $1.6M | 4.8k | 334.94 |
| 2020-06-30 | $1.5M | 5.0k | 308.45 |
| 2020-03-31 | $1.3M | 4.9k | 257.74 |
| 2019-12-31 | $1.6M | 4.9k | 321.89 |
| 2019-09-30 | $1.5M | 4.9k | 296.71 |
| 2019-06-30 | $1.4M | 4.9k | 293.05 |
| 2019-03-31 | $1.4M | 4.9k | 282.51 |
| 2018-12-31 | $1.3M | 5.3k | 250.00 |
| 2018-09-30 | $1.5M | 5.2k | 290.83 |
| 2018-06-30 | $1.4M | 5.2k | 271.25 |
| 2018-03-31 | $1.2M | 4.7k | 263.20 |
| 2017-12-31 | $999k | 3.7k | 266.83 |
| 2017-09-30 | $952k | 3.8k | 251.25 |
| 2017-06-30 | $874k | 3.6k | 241.84 |
| 2017-03-31 | $875k | 3.7k | 235.79 |
| 2016-12-31 | $830k | 3.7k | 223.66 |
| 2016-09-30 | $759k | 3.5k | 216.18 |
| 2016-06-30 | $790k | 3.8k | 209.38 |
| 2016-03-31 | $763k | 3.7k | 205.66 |
| 2015-12-31 | $752k | 3.7k | 204.02 |
| 2015-09-30 | $709k | 3.7k | 191.73 |
| 2015-06-30 | $748k | 3.6k | 205.78 |
| 2015-03-31 | $1.1M | 5.1k | 206.35 |
| 2014-12-31 | $1.1M | 5.2k | 205.50 |
More positions owned by Summit Financial Strategies
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