Summit Trail Advisors, LLC's ownership history for SPY


Summit Trail Advisors, LLC currently holds 93.8K shares with a market value of $62.6M. 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 75.0K shares on 2024-09-30, with a value of $43.1M on 2024-09-30. In the recent 180 days, Summit Trail Advisors, LLC has increased its shares by 7.7K. In the recent year, Summit Trail Advisors, LLC has increased its shares by 18.8K.


Summit Trail Advisors, LLC's ownership history for SPY