Summit Financial Group, Inc. / SPY
Summit Financial Group, Inc.’s State Str Spdr S&P 500 Etf T Position
Does Summit Financial Group, Inc. own State Str Spdr S&P 500 Etf T (SPY)? Yes — 21.1K shares worth $11M (+3.92% of its 13F portfolio) as of Q1 2024, up from 20.2K shares the prior filed quarter.
Position Value
$11M
Q1 2024
Shares
21.1K
% of Portfolio
+3.92%
Quarters Held
20
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2024 | 21.1K | $11M | +3.92% |
| Q4 2023 | 20.2K | $10M | +3.68% |
| Q3 2023 | 19.8K | $8M | +3.56% |
| Q2 2023 | 19.5K | $9M | +3.36% |
| Q1 2023 | 19.8K | $8M | +3.07% |
| Q4 2022 | 20.1K | $8M | +3.05% |
| Q3 2022 | 20.9K | $7M | +3.09% |
| Q2 2022 | 17.6K | $7M | +2.56% |
| Q1 2022 | 17.6K | $8M | +2.68% |
| Q4 2021 | 16.9K | $8M | +2.61% |
| Q3 2021 | 14.4K | $6M | +2.24% |
| Q2 2021 | 11.1K | $5M | +1.78% |
| Q1 2021 | 10.9K | $4M | +1.80% |
| Q4 2020 | 10.7K | $4M | +1.75% |
| Q3 2020 | 9.9K | $3M | +1.65% |
| Q2 2020 | 9.0K | $3M | +1.44% |
| Q1 2020 | 8.4K | $2M | +1.29% |
| Q4 2019 | 8.1K | $3M | +1.25% |
| Q3 2019 | 8.4K | $2M | +1.26% |
| Q2 2019 | 8.7K | $3M | +1.15% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Financial Group, Inc.’s full portfolio or all institutional holders of SPY.