Summit Financial Strategies, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History

Summit Financial Strategies, Inc.

$914 Million
Q1 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 6,444 shares of SPLG stock, worth $446,762. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,444

Previous 8,710 26.02%

Holding current value

$446,762

Previous $600,000 29.5%

% of portfolio

0.05%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$64.88 - $72.1 $147,018 - $163,378	-2,266 Reduced 26.02%	6,444 $423,000
Q4 2024 Jan 22, 2025	SELL	$66.77 - $71.52 $5,341 - $5,721	-80 Reduced 0.91%	8,710 $600,000
Q3 2024 Oct 16, 2024	BUY	$60.84 - $67.51 $9,430 - $10,464	155 Added 1.8%	8,790 $593,000
Q2 2024 Jul 19, 2024	BUY	$58.24 - $64.51 $193,473 - $214,302	3,322 Added 62.53%	8,635 $552,000
Q4 2023 Feb 13, 2024	SELL	$48.29 - $56.08 $17,191 - $19,964	-356 Reduced 6.28%	5,313 $296,000
Q3 2023 Oct 24, 2023	BUY	$50.09 - $53.81 $283,960 - $305,048	5,669 New	5,669 $284,000

Others Institutions Holding SPLG

# of Institutions

1,386

Shares Held

644M

Call Options Held

939K

Put Options Held

863K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Summit Financial Strategies, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History