Summit Investment Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Summit Investment Advisory Services, LLC

$85.1 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 18, 2024	BUY	$32.85 - $35.9 $188,657 - $206,173	5,743 New	5,743 $206 Million

Others Institutions Holding SPDW

# of Institutions

898

Shares Held

479M

Call Options Held

4.1K

Put Options Held

200

Financial Engines Advisors L.L.C. Santa Clara, CA

59.5M
Shares

$2.15 Billion
4.82% of portfolio
Creative Planning Overland Park, KS

53.1M
Shares

$1.91 Billion
2.11% of portfolio
Allworth Financial LP

28.3M
Shares

$1.02 Billion
7.25% of portfolio
Lpl Financial LLC Fort Mill, SC

25.6M
Shares

$923 Million
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$634 Million
16.73% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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