Summit Financial, LLC's ownership history for SPY

Summit Financial, LLC currently holds 148.7K shares with a market value of $97.0M. It started holding SPY on 2024-09-30. At its peak, it held 148.7K shares on 2026-03-31. Its highest holding value was $99.6M on 2025-12-31. At its lowest, it held 86.9K shares on 2024-09-30, with a value of $50.0M on 2024-09-30. In the recent 180 days, Summit Financial, LLC has increased its shares by 3.7K. In the recent year, Summit Financial, LLC has increased its shares by 23.3K.