Spdr S&p 500 Etf shares owned by Summit Place Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Summit Place Financial Advisors
from 13F filings
Historical chart of Summit Place Financial Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Summit Place Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 5.8k | 666.15 |
| 2025-06-30 | $3.4M | 5.5k | 617.83 |
| 2025-03-31 | $3.1M | 5.5k | 559.36 |
| 2024-12-31 | $3.1M | 5.4k | 586.12 |
| 2024-09-30 | $2.9M | 5.1k | 573.80 |
| 2024-06-30 | $2.8M | 5.1k | 544.26 |
| 2024-03-31 | $2.7M | 5.2k | 523.11 |
| 2023-12-31 | $2.5M | 5.2k | 475.34 |
| 2023-09-30 | $2.2M | 5.1k | 427.51 |
| 2023-06-30 | $2.2M | 5.1k | 443.31 |
| 2023-03-31 | $2.1M | 5.1k | 409.42 |
| 2022-12-31 | $1.9M | 5.1k | 382.46 |
| 2022-09-30 | $1.8M | 5.1k | 357.19 |
| 2022-06-30 | $1.9M | 5.1k | 377.35 |
| 2022-03-31 | $2.3M | 5.1k | 451.67 |
| 2021-12-31 | $2.4M | 5.1k | 475.00 |
| 2021-09-30 | $2.2M | 5.1k | 429.22 |
| 2021-06-30 | $2.2M | 5.1k | 428.04 |
| 2021-03-31 | $1.9M | 5.1k | 373.85 |
| 2020-12-31 | $1.9M | 5.1k | 373.85 |
| 2020-09-30 | $1.8M | 5.3k | 334.83 |
More positions owned by Summit Place Financial Advisors
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