Summit Investment Advisory Services, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Summit Investment Advisory Services, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$54.97 - $61.53 $6,431 - $7,199	117 Added 1.49%	7,991 $492 Million
Q4 2023 Jan 18, 2024	BUY	$48.29 - $56.08 $111,018 - $128,927	2,299 Added 41.24%	7,874 $440 Million
Q3 2023 Oct 10, 2023	BUY	$50.09 - $53.81 $16,329 - $17,542	326 Added 6.21%	5,575 $280 Million
Q2 2023 Jul 26, 2023	SELL	$47.56 - $52.11 $6,182 - $6,774	-130 Reduced 2.42%	5,249 $274 Million
Q1 2023 Apr 17, 2023	BUY	$44.61 - $48.99 $239,957 - $263,517	5,379 New	5,379 $259 Million

1,095

435M

169K

165K

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