Summit Investment Advisors, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Summit Investment Advisors, Inc.
- $121 Billion
- Q2 2025
A detailed history of Summit Investment Advisors, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Summit Investment Advisors, Inc. holds 32,486 shares of SPYV stock, worth $1.82 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
32,486
Previous 32,350
0.42%
Holding current value
$1.82 Million
Previous $1.59 Billion
6.4%
% of portfolio
1.4%
Previous 1.42%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,181Shares Held
472MCall Options Held
127KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.7MShares$4.59 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC46.4MShares$2.61 Billion0.8% of portfolio
-
Goldman Sachs Group Inc New York, NY22.2MShares$1.25 Billion0.16% of portfolio
-
Allworth Financial LP16.6MShares$934 Million4.32% of portfolio
-
Morgan Stanley New York, NY8.97MShares$504 Million0.03% of portfolio