A detailed history of Summit Investment Advisory Services, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 2,823 shares of SPY stock, worth $1.65 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
2,823
Previous 504 460.12%
Holding current value
$1.65 Million
Previous $274 Million 490.91%
% of portfolio
0.86%
Previous 0.32%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$517.38 - $573.86 $1.2 Million - $1.33 Million
2,319 Added 460.12%
2,823 $1.62 Billion
Q2 2024

Jul 15, 2024

SELL
$495.16 - $548.49 $1.08 Million - $1.2 Million
-2,190 Reduced 81.29%
504 $274 Million
Q1 2024

Apr 18, 2024

SELL
$467.28 - $523.17 $5,140 - $5,754
-11 Reduced 0.41%
2,694 $1.41 Billion
Q4 2023

Jan 18, 2024

BUY
$410.68 - $476.69 $404,930 - $470,016
986 Added 57.36%
2,705 $1.29 Billion
Q3 2023

Oct 10, 2023

BUY
$425.88 - $457.79 $21,294 - $22,889
50 Added 3.0%
1,719 $735 Million
Q2 2023

Jul 26, 2023

BUY
$404.36 - $443.28 $404 - $443
1 Added 0.06%
1,669 $740 Million
Q1 2023

Apr 17, 2023

BUY
$379.5 - $416.78 $759 - $833
2 Added 0.12%
1,668 $683 Million
Q4 2022

Feb 02, 2023

BUY
$357.63 - $407.42 $595,811 - $678,761
1,666 New
1,666 $637 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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