Summit Investment Advisory Services, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Summit Investment Advisory Services, LLC
- $169 Billion
- Q1 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 128,811 shares of SPTM stock, worth $8.65 Million. This represents 4.89% of its overall portfolio holdings.
Number of Shares
128,811
Previous 130,670
1.42%
Holding current value
$8.65 Million
Previous $7.64 Billion
8.19%
% of portfolio
4.89%
Previous 4.81%
Shares
6 transactions
Others Institutions Holding SPTM
# of Institutions
603Shares Held
83.5MCall Options Held
131KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC8.43MShares$566 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.67MShares$247 Million1.92% of portfolio
-
Cwm, LLC3.28MShares$220 Million1.02% of portfolio
-
Private Advisor Group, LLC3MShares$202 Million1.39% of portfolio
-
Envestnet Asset Management Inc2.79MShares$187 Million0.07% of portfolio