Summit Financial’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.6M | Buy |
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|
2025
Q1 | $70.1M | Buy |
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|
2024
Q4 | $54.2M | Buy |
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|
2024
Q3 | $50M | Buy |
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|
2024
Q2 | $41.3M | Buy |
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|
2024
Q1 | $37.3M | Buy |
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|
2023
Q4 | $33.2M | Buy |
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|
2023
Q3 | $21M | Sell |
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|
2023
Q2 | $25.7M | Buy |
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|
2023
Q1 | $23.5M | Sell |
|
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|
2022
Q4 | $22.2M | Sell |
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|
2022
Q3 | $34.6M | Buy |
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|
2022
Q2 | $34.9M | Buy |
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|
2022
Q1 | $38.8M | Buy |
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|
2021
Q4 | $39.1M | Buy |
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|
2021
Q3 | $32.8M | Buy |
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|
2021
Q2 | $25.6M | Buy |
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|
2021
Q1 | $864K | Buy |
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|
2020
Q4 | $794K | Buy |
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