Spdr S&p 500 Etf shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 17k | 666.18 |
| 2025-06-30 | $10M | 17k | 617.84 |
| 2025-03-31 | $8.5M | 15k | 559.40 |
| 2024-12-31 | $8.2M | 14k | 586.06 |
| 2024-09-30 | $8.7M | 15k | 573.77 |
| 2024-06-30 | $8.3M | 15k | 544.21 |
| 2024-03-31 | $8.0M | 15k | 523.06 |
| 2023-12-31 | $7.2M | 15k | 475.31 |
| 2023-09-30 | $6.5M | 15k | 427.47 |
| 2023-06-30 | $6.7M | 15k | 443.29 |
| 2023-03-31 | $6.2M | 15k | 409.39 |
| 2022-12-31 | $5.8M | 15k | 382.44 |
| 2022-09-30 | $5.4M | 15k | 357.19 |
| 2022-06-30 | $5.7M | 15k | 377.24 |
| 2022-03-31 | $6.8M | 15k | 451.65 |
| 2021-12-31 | $7.2M | 15k | 474.97 |
| 2021-09-30 | $6.4M | 15k | 429.15 |
| 2021-06-30 | $6.4M | 15k | 428.06 |
| 2021-03-31 | $5.9M | 15k | 396.34 |
| 2020-12-31 | $5.6M | 15k | 373.88 |
| 2020-09-30 | $5.0M | 15k | 334.90 |
| 2020-06-30 | $4.8M | 15k | 308.36 |
| 2020-03-31 | $4.0M | 16k | 257.76 |
| 2019-12-31 | $4.2M | 13k | 321.85 |