SUMMIT SECURITIES GROUP LLC SPY Holdings History
SUMMIT SECURITIES GROUP LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, SUMMIT SECURITIES GROUP LLC held 10,755.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.02 Mil. This investment constitutes 0.95% of their stock portfolio, and SUMMIT SECURITIES GROUP LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q1. And since then SUMMIT SECURITIES GROUP LLC has made 19 purchases of SPY, at an average price of $383.21, for a total of 521,976.00 shares. In addition, there have been 16 sales at an average price of $411.73 for 511,221.00 shares. Based on historical transaction data and SPY's current price of $634.42, SUMMIT SECURITIES GROUP LLC's estimated gain on his SPY holdings is $17.28 Mil, reflecting a 8.64% gain to date.
SUMMIT SECURITIES GROUP LLC SPY ($634.42) Holding Chart
SUMMIT SECURITIES GROUP LLC SPY ($634.42) 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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