Spdr S&p 500 Etf shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $258k | 378 | 681.26 |
| 2025-09-30 | $276k | 414 | 666.79 |
| 2025-06-30 | $262k | 424 | 617.92 |
| 2023-03-31 | $0 | 127k | 0.00 |
| 2022-03-31 | $404k | 895 | 451.40 |
| 2021-06-30 | $115k | 269 | 427.51 |
| 2021-03-31 | $114k | 289 | 394.46 |