Summit Trail Advisors, LLC's ownership history for SPY


Summit Trail Advisors, LLC currently holds 89.8K shares with a market value of $58.4M. It started holding SPY on 2024-09-30. At its peak, it held 94.0K shares on 2025-06-30. Its highest holding value was $62.6M on 2025-09-30. At its lowest, it held 68.6K shares on 2025-12-31, with a value of $43.1M on 2024-09-30. In the recent 180 days, Summit Trail Advisors, LLC has decreased its shares by 3.9K. In the recent year, Summit Trail Advisors, LLC has increased its shares by 3.7K.


Summit Trail Advisors, LLC's ownership history for SPY