Summit Investment Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$348K	Buy	559 +50	+10%	+$31.1K	0.29%	46
2025 Q1	$284K	Buy	509 +1	+0.2%	+$559	0.25%	47
2024 Q4	$310K	Buy	+508	New	+$310K	0.28%	41