SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,362 Value ($000) $3,657 Avg Close — Range —
Q3 2025
Shares 5,233 Value ($000) $3,486 Avg Close — Range —
Q2 2025
Shares 5,227 Value ($000) $3,230 Avg Close — Range —
Q1 2025
Shares 5,135 Value ($000) $2,873 Avg Close — Range —
Q4 2024
Shares 5,151 Value ($000) $3,019 Avg Close — Range —
Q3 2024
Shares 5,209 Value ($000) $2,989 Avg Close — Range —
Q2 2024
Shares 5,204 Value ($000) $2,832 Avg Close — Range —
Q1 2024
Shares 5,174 Value ($000) $2,707 Avg Close — Range —
Q4 2023
Shares 5,220 Value ($000) $2,481 Avg Close — Range —
Q3 2023
Shares 5,400 Value ($000) $2,309 Avg Close — Range —
Q2 2023
Shares 5,108 Value ($000) $2,264 Avg Close — Range —
Q1 2023
Shares 5,051 Value ($000) $2,068 Avg Close — Range —
Q4 2022
Shares 5,106 Value ($000) $1,953 Avg Close — Range —
Q3 2022
Shares 4,926 Value ($000) $1,760 Avg Close — Range —
Q2 2022
Shares 5,100 Value ($000) $1,924 Avg Close — Range —
Q1 2022
Shares 5,257 Value ($000) $2,374 Avg Close — Range —
Q4 2021
Shares 5,472 Value ($000) $2,599 Avg Close — Range —
Q3 2021
Shares 5,518 Value ($000) $2,368 Avg Close — Range —
Q2 2021
Shares 5,516 Value ($000) $2,361 Avg Close — Range —
Q1 2021
Shares 4,844 Value ($000) $1,920 Avg Close — Range —
Q4 2020
Shares 4,857 Value ($000) $1,816 Avg Close — Range —
Q3 2020
Shares 4,783 Value ($000) $1,602 Avg Close — Range —
Q2 2020
Shares 4,983 Value ($000) $1,537 Avg Close — Range —
Q1 2020
Shares 4,908 Value ($000) $1,265 Avg Close — Range —
Q4 2019
Shares 4,924 Value ($000) $1,585 Avg Close — Range —
Q3 2019
Shares 4,924 Value ($000) $1,461 Avg Close — Range —
Q2 2019
Shares 4,924 Value ($000) $1,443 Avg Close — Range —
Q1 2019
Shares 4,945 Value ($000) $1,397 Avg Close — Range —
Q4 2018
Shares 5,252 Value ($000) $1,313 Avg Close — Range —
Q3 2018
Shares 5,199 Value ($000) $1,512 Avg Close — Range —
Q2 2018
Shares 5,154 Value ($000) $1,398 Avg Close — Range —
Q1 2018
Shares 4,658 Value ($000) $1,226 Avg Close — Range —
Q4 2017
Shares 3,744 Value ($000) $999 Avg Close — Range —
Q3 2017
Shares 3,789 Value ($000) $952 Avg Close — Range —
Q2 2017
Shares 3,614 Value ($000) $874 Avg Close — Range —
Q1 2017
Shares 3,711 Value ($000) $875 Avg Close — Range —
Q4 2016
Shares 3,711 Value ($000) $830 Avg Close — Range —
Q3 2016
Shares 3,511 Value ($000) $759 Avg Close — Range —
Q2 2016
Shares 3,773 Value ($000) $790 Avg Close — Range —
Q1 2016
Shares 3,710 Value ($000) $763 Avg Close — Range —
Q4 2015
Shares 3,686 Value ($000) $752 Avg Close — Range —
Q3 2015
Shares 3,698 Value ($000) $709 Avg Close — Range —
Q2 2015
Shares 3,635 Value ($000) $748 Avg Close — Range —
Q1 2015
Shares 5,137 Value ($000) $1,060 Avg Close — Range —
Q4 2014
Shares 5,197 Value ($000) $1,068 Avg Close — Range —