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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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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

First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)
Vanguard Index Fds Growth Etf (VUG)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Genuine Parts Company (GPC)
Hancock Holding Company (HWC)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Summit Financial Wealth Advisors

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf