Summit Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 15,121 shares of SPY stock, worth $8.94 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
15,121
Previous 15,217 0.63%
Holding current value
$8.94 Million
Previous $8.28 Billion 4.77%
% of portfolio
1.67%
Previous 1.72%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$517.38 - $573.86 $49,668 - $55,090
-96 Reduced 0.63%
15,121 $8.68 Billion
Q2 2024

Sep 11, 2024
SELL
$495.16 - $548.49 $61,399 - $68,012
-124 Reduced 0.81%
15,217 $8.28 Billion
Q1 2024

Sep 11, 2024
BUY
$467.28 - $523.17 $53,737 - $60,164
115 Added 0.76%
15,341 $8.02 Billion
Q4 2023

Sep 11, 2024
BUY
$410.68 - $476.69 $4,928 - $5,720
12 Added 0.08%
15,226 $7.24 Billion
Q3 2023

Sep 11, 2024
BUY
$425.88 - $457.79 $10,221 - $10,986
24 Added 0.16%
15,214 $6.5 Billion
Q2 2023

Sep 11, 2024
BUY
$404.36 - $443.28 $52,162 - $57,183
129 Added 0.86%
15,190 $6.73 Billion
Q1 2023

Sep 11, 2024
SELL
$379.5 - $416.78 $54,648 - $60,016
-144 Reduced 0.95%
15,061 $6.17 Billion
Q4 2022

Sep 11, 2024
BUY
$357.63 - $407.42 $29,683 - $33,815
83 Added 0.55%
15,205 $5.82 Billion
Q3 2022

Sep 11, 2024
BUY
$357.18 - $429.7 $15,358 - $18,477
43 Added 0.29%
15,122 $5.4 Billion
Q2 2022

Sep 11, 2024
BUY
$365.86 - $456.8 $8,048 - $10,049
22 Added 0.15%
15,079 $5.69 Billion
Q1 2022

Sep 11, 2024
SELL
$416.25 - $477.71 $25,807 - $29,618
-62 Reduced 0.41%
15,057 $6.8 Billion
Q4 2021

Sep 10, 2024
BUY
$428.64 - $477.48 $63,010 - $70,189
147 Added 0.98%
15,119 $7.18 Billion
Q3 2021

Sep 10, 2024
BUY
$424.97 - $453.19 $8,074 - $8,610
19 Added 0.13%
14,972 $6.43 Billion
Q2 2021

Sep 10, 2024
SELL
$400.61 - $428.06 $14,822 - $15,838
-37 Reduced 0.25%
14,953 $6.4 Billion
Q1 2021

Sep 10, 2024
SELL
$368.79 - $397.26 $5,531 - $5,958
-15 Reduced 0.1%
14,990 $5.94 Billion
Q4 2020

Sep 10, 2024
BUY
$326.54 - $373.88 $20,572 - $23,554
63 Added 0.42%
15,005 $5.61 Billion
Q3 2020

Sep 10, 2024
SELL
$310.52 - $357.7 $155,260 - $178,850
-500 Reduced 3.24%
14,942 $5 Billion
Q2 2020

Sep 10, 2024
SELL
$246.15 - $323.2 $33,722 - $44,278
-137 Reduced 0.88%
15,442 $4.76 Billion
Q1 2020

Sep 10, 2024
BUY
$222.95 - $338.34 $591,263 - $897,277
2,652 Added 20.52%
15,579 $4.02 Billion
Q4 2019

Sep 09, 2024
BUY
$288.06 - $322.94 $3.72 Million - $4.17 Million
12,927 New
12,927 $4.16 Billion

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
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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