Summit Investment Advisory Services, LLC Spdr Portfolio S&P 600 Small C Transaction History

Summit Investment Advisory Services, LLC

$204 Billion
Q1 2025

A detailed history of Summit Investment Advisory Services, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 15,141 shares of SPSM stock, worth $618,055. This represents 0.3% of its overall portfolio holdings.

Number of Shares

15,141

Previous 18,952 20.11%

Holding current value

$618,055

Previous $851 Million 27.51%

% of portfolio

0.3%

Previous 0.44%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$40.03 - $46.81 $152,554 - $178,392	-3,811 Reduced 20.11%	15,141 $617 Million
Q4 2024 Jan 21, 2025	SELL	$44.33 - $49.55 $8.72 Million - $9.74 Million	-196,605 Reduced 91.21%	18,952 $851 Million
Q3 2024 Oct 16, 2024	BUY	$41.02 - $46.01 $8.84 Million - $9.92 Million	215,557 New	215,557 $9.81 Billion
Q1 2024 Apr 18, 2024	BUY	$39.85 - $43.04 $229,655 - $248,039	5,763 Added 3.22%	184,635 $7.95 Billion
Q4 2023 Jan 18, 2024	BUY	$34.3 - $42.83 $204,153 - $254,924	5,952 Added 3.44%	178,872 $7.54 Billion
Q3 2023 Oct 10, 2023	BUY	$36.35 - $41.02 $255,213 - $288,001	7,021 Added 4.23%	172,920 $6.38 Billion
Q2 2023 Jul 26, 2023	BUY	$35.57 - $38.94 $233,659 - $255,796	6,569 Added 4.12%	165,899 $6.44 Billion
Q1 2023 Apr 17, 2023	BUY	$36.04 - $42.08 $355,931 - $415,582	9,876 Added 6.61%	159,330 $6.02 Billion
Q4 2022 Feb 02, 2023	BUY	$34.79 - $39.85 $5.2 Million - $5.96 Million	149,454 New	149,454 $5.53 Billion

Others Institutions Holding SPSM

# of Institutions

967

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.8K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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Summit Investment Advisory Services, LLC Spdr Portfolio S&P 600 Small C Transaction History