Spdr S&p 500 Etf shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 12k | 666.18 |
| 2025-06-30 | $8.0M | 13k | 617.85 |
| 2025-03-31 | $7.3M | 13k | 559.39 |
| 2024-12-31 | $7.7M | 13k | 586.08 |
| 2024-09-30 | $7.6M | 13k | 573.76 |
| 2024-06-30 | $7.8M | 14k | 544.22 |
| 2024-03-31 | $7.6M | 15k | 523.07 |
| 2023-12-31 | $6.8M | 14k | 475.31 |
| 2023-09-30 | $6.2M | 15k | 427.48 |
| 2023-06-30 | $6.7M | 15k | 443.28 |
| 2023-03-31 | $6.1M | 15k | 409.39 |
| 2022-12-31 | $5.3M | 14k | 382.44 |
| 2022-09-30 | $4.2M | 12k | 357.18 |
| 2022-06-30 | $2.8M | 7.3k | 377.26 |
| 2022-03-31 | $2.5M | 5.6k | 451.66 |
| 2021-12-31 | $588k | 1.2k | 474.96 |
| 2021-09-30 | $1.2M | 2.8k | 429.30 |
| 2020-06-30 | $285k | 924 | 308.44 |
| 2020-03-31 | $269k | 1.0k | 257.42 |
| 2019-12-31 | $454k | 1.4k | 321.76 |
| 2019-09-30 | $486k | 1.6k | 296.88 |
| 2019-06-30 | $634k | 2.2k | 292.84 |
| 2019-03-31 | $614k | 2.2k | 283.60 |
| 2018-12-31 | $481k | 1.9k | 249.74 |
More positions owned by Summit Wealth & Retirement Planning
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