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 $1.81 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
32,486
Previous 32,350
0.42%
Holding current value
$1.81 Million
Previous $1.59 Billion
6.4%
% of portfolio
1.4%
Previous 1.42%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,154Shares Held
443MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.52 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.52 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$927 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$546 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.27MShares$461 Million6.12% of portfolio