Summit Global Investments Spdr Ser Tr Fds Spdr Portfolio Transaction History
Summit Global Investments
- $1.7 Billion
- Q2 2025
A detailed history of Summit Global Investments transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Summit Global Investments holds 635,596 shares of SPDW stock, worth $26.2 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
635,596
Previous 527,036
20.6%
Holding current value
$26.2 Million
Previous $19.2 Million
34.11%
% of portfolio
1.52%
Previous 1.4%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,145Shares Held
576MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.11 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.46 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.32 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.24 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$724 Million16.36% of portfolio