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Summit Investment Advisory Services, LLC → SPY
Summit Investment Advisory Services, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
6
Latest value
$2.1M
Q3 2026
Peak value
$2.2M
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $1.7M |
| Q3 2025 | $1.9M |
| Q4 2025 | $1.9M |
| Q1 2026 | $1.8M |
| Q2 2026 | $2.2M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 2.8K | — | — |
| Q2 2026 | $2.2M | 2.9K | — | — |
| Q1 2026 | $1.8M | 2.8K | — | — |
| Q4 2025 | $1.9M | 2.8K | — | — |
| Q3 2025 | $1.9M | 2.8K | — | — |
| Q2 2025 | $1.7M | 2.8K | — | — |
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