Summit Investment Advisory Services, LLC Spdr Portfolio S&P 500 Value E 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 S&P 500 Value E stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 35,907 shares of SPYV stock, worth $1.8 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
35,907
Previous 18,225
97.02%
Holding current value
$1.8 Million
Previous $913 Million
91.67%
% of portfolio
2.06%
Previous 0.54%
Shares
7 transactions
Others Institutions Holding SPYV
# of Institutions
896Shares Held
414MCall Options Held
231KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.71 Billion8.35% of portfolio
-
Williams Financial, LLC Bennington, VT43MShares$2.16 Billion21.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.68 Billion0.92% of portfolio
-
Allworth Financial LP19.4MShares$973 Million6.94% of portfolio
-
Morgan Stanley New York, NY9.99MShares$501 Million0.04% of portfolio