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

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 2024

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 8,790 shares of SPLG stock, worth $610,377. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,790
Previous 8,635 1.8%
Holding current value
$610,377
Previous $552,000 7.43%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,144
Shares Held
480M
Call Options Held
259K
Put Options Held
171K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
Track This Portfolio

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email