Spdr S&p 500 Etf shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment 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 Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $10M | 21k | 475.31 |
| 2023-09-30 | $8.2M | 19k | 427.48 |
| 2023-06-30 | $11M | 25k | 443.28 |
| 2023-03-31 | $14M | 34k | 409.39 |
| 2022-12-31 | $16M | 40k | 400.63 |
| 2022-09-30 | $10M | 29k | 357.16 |
| 2022-06-30 | $7.2M | 19k | 377.22 |
| 2022-03-31 | $9.9M | 22k | 451.67 |
| 2021-12-31 | $9.0M | 19k | 475.00 |
| 2021-09-30 | $9.4M | 22k | 429.17 |
| 2021-06-30 | $14M | 32k | 427.91 |
| 2021-03-31 | $15M | 39k | 396.35 |
| 2020-12-31 | $5.8M | 16k | 373.89 |
| 2020-09-30 | $5.2M | 16k | 333.33 |
| 2020-06-30 | $5.5M | 18k | 307.96 |
| 2020-03-31 | $3.9M | 15k | 258.00 |
| 2019-12-31 | $5.8M | 18k | 321.78 |
| 2019-09-30 | $11M | 37k | 296.77 |
| 2019-06-30 | $9.2M | 31k | 293.00 |
| 2019-03-31 | $7.0M | 25k | 282.44 |
| 2018-12-31 | $6.2M | 25k | 249.93 |
| 2018-09-30 | $10M | 36k | 290.71 |
| 2018-06-30 | $9.0M | 34k | 270.18 |
| 2018-03-31 | $10M | 38k | 262.99 |
| 2017-12-31 | $989k | 35k | 28.36 |
| 2017-09-30 | $8.0M | 32k | 251.07 |
| 2017-06-30 | $7.4M | 31k | 241.79 |
| 2017-03-31 | $8.0M | 34k | 235.64 |
| 2016-12-31 | $14M | 61k | 223.53 |
| 2016-09-30 | $16M | 74k | 216.29 |
| 2016-06-30 | $12M | 56k | 209.54 |
| 2016-03-31 | $4.0M | 19k | 205.56 |
| 2015-12-31 | $8.3M | 41k | 203.90 |
| 2015-09-30 | $8.9M | 47k | 191.62 |
| 2015-06-30 | $6.5M | 32k | 205.77 |
| 2015-03-31 | $12M | 59k | 206.35 |
| 2014-12-31 | $12M | 59k | 205.49 |
| 2014-09-30 | $13M | 63k | 196.96 |
| 2014-06-30 | $12M | 59k | 195.71 |
| 2014-03-31 | $11M | 58k | 187.05 |
| 2013-12-31 | $4.8M | 26k | 184.63 |
| 2013-09-30 | $5.5M | 33k | 168.01 |
| 2013-06-30 | $3.6M | 23k | 160.42 |
More positions owned by Summit Investment Advisors
View all positions for Summit Investment Advisors