Summit Investment Advisory Services, LLC Spdr Portfolio Transaction History

Summit Investment Advisory Services, LLC

  • $169 Billion
  • Q1 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 24,351 shares of SPMD stock, worth $1.24 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
24,351
Previous 23,481 3.71%
Holding current value
$1.24 Million
Previous $1.14 Billion 13.54%
% of portfolio
0.77%
Previous 0.72%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$47.16 - $53.34 $41,029 - $46,405
870 Added 3.71%
24,351 $1.3 Billion
Q4 2023

Jan 18, 2024
BUY
$40.76 - $49.2 $221,000 - $266,762
5,422 Added 30.02%
23,481 $1.14 Billion
Q3 2023

Oct 10, 2023
BUY
$43.23 - $47.8 $14,482 - $16,012
335 Added 1.89%
18,059 $791 Million
Q2 2023

Jul 26, 2023
BUY
$42.21 - $45.89 $11,270 - $12,252
267 Added 1.53%
17,724 $813 Million
Q1 2023

Apr 17, 2023
BUY
$41.67 - $47.74 $88,090 - $100,922
2,114 Added 13.78%
17,457 $767 Million
Q4 2022

Feb 02, 2023
BUY
$41.68 - $45.21 $639,496 - $693,657
15,343 New
15,343 $652 Million

Others Institutions Holding SPMD

# of Institutions
589
Shares Held
169M
Call Options Held
2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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