Spdr S&p 500 Etf shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.8M | 5.1k | 544.27 |
| 2024-03-31 | $2.6M | 5.1k | 523.11 |
| 2023-12-31 | $2.7M | 5.8k | 475.34 |
| 2023-09-30 | $2.5M | 5.8k | 436.95 |
| 2023-06-30 | $2.6M | 5.9k | 443.27 |
| 2023-03-31 | $2.2M | 5.3k | 409.41 |
| 2022-12-31 | $2.0M | 5.3k | 382.43 |
| 2022-09-30 | $2.4M | 6.2k | 379.95 |
| 2022-06-30 | $2.5M | 6.4k | 395.49 |
| 2022-03-31 | $2.7M | 5.9k | 451.66 |
| 2021-12-31 | $3.1M | 6.4k | 477.58 |
| 2021-09-30 | $2.7M | 6.3k | 429.19 |
| 2021-06-30 | $2.8M | 6.5k | 428.00 |
| 2021-03-31 | $2.8M | 7.6k | 373.84 |
| 2020-12-31 | $2.4M | 7.2k | 334.91 |
| 2020-09-30 | $2.5M | 7.5k | 330.21 |
| 2020-06-30 | $2.4M | 7.6k | 316.18 |
| 2020-03-31 | $2.0M | 7.5k | 264.89 |
| 2019-12-31 | $2.6M | 8.0k | 323.47 |
| 2019-09-30 | $2.2M | 7.5k | 296.24 |
| 2019-06-30 | $2.2M | 7.5k | 292.97 |
| 2019-03-31 | $3.0M | 10k | 286.43 |
| 2018-12-31 | $2.4M | 9.4k | 249.89 |
| 2018-09-30 | $848k | 3.1k | 274.26 |
| 2018-06-30 | $1.1M | 4.2k | 263.16 |
| 2018-03-31 | $1.1M | 4.2k | 263.16 |
| 2017-12-31 | $1.2M | 4.3k | 266.97 |
| 2017-09-30 | $1.0M | 4.1k | 251.27 |
| 2017-06-30 | $1.0M | 4.3k | 241.76 |
| 2017-03-31 | $1.4M | 6.1k | 235.79 |
| 2016-12-31 | $1.4M | 6.1k | 223.50 |
| 2016-09-30 | $4.3M | 20k | 216.30 |
| 2016-06-30 | $4.3M | 20k | 209.50 |
| 2016-03-31 | $7.1M | 35k | 205.51 |
| 2015-12-31 | $4.3M | 21k | 203.87 |
More positions owned by Summit Financial Wealth Advisors
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