Summit Investment Advisory Services, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Summit Investment Advisory Services, LLC
- $189 Billion
- Q3 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 129,398 shares of SPTM stock, worth $9.21 Million. This represents 4.81% of its overall portfolio holdings.
Number of Shares
129,398Holding current value
$9.21 Million% of portfolio
4.81%Shares
7 transactions
Others Institutions Holding SPTM
# of Institutions
606Shares Held
85.2MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$625 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$248 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$242 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$210 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.64MShares$188 Million0.06% of portfolio