Summit Financial, LLC SPY Holdings History
Summit Financial, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Summit Financial, LLC held 125,348.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $70.12 Mil. This investment constitutes 1.96% of their stock portfolio, and Summit Financial, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then Summit Financial, LLC has made 15 purchases of SPY, at an average price of $472.76, for a total of 173,502.00 shares. In addition, there have been 3 sales at an average price of $394.53 for 48,154.00 shares. Based on historical transaction data and SPY's current price of $611.61, Summit Financial, LLC's estimated gain on his SPY holdings is $13.64 Mil, reflecting a 16.63% gain to date.
Summit Financial, LLC SPY ($611.61) Holding Chart
Summit Financial, LLC SPY ($611.61) 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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