Ownership history in Summa Corp. · 3 quarters on record
This page tracks every 13F SEC filing in which Summa Corp. reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 1,660 | -97 | -5.5% | 0.49% | $1.1M | $680.06 |
| 2025 Q3 | REDUCED | 1,757 | -54 | -3.0% | 0.51% | $1.2M | $662.41 |
| 2025 Q2 | INITIATED | 1,811 | — | — | 0.58% | $1.1M | $612.65 |
As of 2025 Q4 — sorted by position size