Number of Shares
21,086.00
Current Holdings Value*
$11.03 Mil
% of Portfolio
3.94%
Total Estimate Gain
$5.40 Mil
% of Total Estimate Gain
64.00%

SUMMIT FINANCIAL GROUP, INC.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2024-03-31, SUMMIT FINANCIAL GROUP, INC. held 21,086.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $11.03 Mil. This investment constitutes 3.94% of their stock portfolio, and SUMMIT FINANCIAL GROUP, INC. now holds -% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2019Q2. And since then SUMMIT FINANCIAL GROUP, INC. has made 15 purchases of SPY, at an average price of $367.29, for a total of 22,990.00 shares. In addition, there have been 5 sales at an average price of $367.08 for 1,904.00 shares. Based on historical transaction data and SPY's current price of $623.62, SUMMIT FINANCIAL GROUP, INC.'s estimated gain on his SPY holdings is $5.40 Mil, reflecting a 64.00% gain to date.

SUMMIT FINANCIAL GROUP, INC. SPY ($623.62) Holding Chart

SUMMIT FINANCIAL GROUP, INC. SPY ($623.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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