Summit Wealth Group LLC / CO Spdr S&P 500 ETF Trust Transaction History

Summit Wealth Group LLC / CO

  • $300 Billion
  • Q3 2025

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 2,077 shares of SPY stock, worth $1.38 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,077
Previous 1,933 7.45%
Holding current value
$1.38 Million
Previous $1.2 Billion 25.86%
% of portfolio
0.3%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$617.65 - $666.84 $88,941 - $96,024
144 Added 7.45%
2,077 $888 Million
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

# of Institutions
5,292
Shares Held
557M
Call Options Held
298M
Put Options Held
700M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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