Summit Investment Advisory Services, LLC Spdr Portfolio Transaction History
Summit Investment Advisory Services, LLC
- $85.1 Billion
- Q2 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 22,226 shares of SPYG stock, worth $1.8 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
22,226
Previous 20,421
8.84%
Holding current value
$1.8 Million
Previous $1.49 Billion
19.23%
% of portfolio
2.09%
Previous 0.88%
Shares
7 transactions
Others Institutions Holding SPYG
# of Institutions
1,008Shares Held
270MCall Options Held
331KPut Options Held
75.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.27 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.75 Billion3.57% of portfolio
-
Allworth Financial LP12.9MShares$1.05 Billion6.7% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$638 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$602 Million12.32% of portfolio