A detailed history of Summit Wealth Group LLC / CO transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 1,933 shares of SPY stock, worth $1.28 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,933
Holding current value
$1.28 Million
% of portfolio
0.3%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

BUY
$496.48 - $617.85 $959,695 - $1.19 Million
1,933 New
1,933 $1.2 Billion

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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