Summit Place Financial Advisors »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Summit Place Financial Advisors

Quarter filed Position value Share count Share price at filing
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 $2.0M 5.1k 396.43
2020-12-31 $1.9M 5.1k 373.85
2020-09-30 $1.8M 5.3k 334.83