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Spdr S&p 500 Etf shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Wealth Group Llc / Co 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 Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 1.8k 681.92
2025-09-30 $888k 2.1k 427.51
2025-06-30 $1.2M 1.9k 619.61

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Spdr S&p 500 Etf

Jane Street
Susquehanna International
Barclays
Citadel Advisors
Jpmorgan Chase & Co
Belvedere Trading
Goldman Sachs Group
Old Mission Capital
BlackRock
Royal Bank of Canada
Wells Fargo & Company
CI Private Wealth
Alkeon Capital Management
Wolverine Trading
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf