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

Summit Investment Advisory Services, LLC

$169 Billion
Q1 2024

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 184,635 shares of SPSM stock, worth $7.63 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares

184,635

Previous 178,872 3.22%

Holding current value

$7.63 Million

Previous $7.54 Billion 5.33%

% of portfolio

4.7%

Previous 4.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$36.34 - $39.85 $5.43 Million - $5.96 Million	149,454 New	149,454 $5.53 Billion

Others Institutions Holding SPSM

# of Institutions

804

Shares Held

185M

Call Options Held

91.7K

Put Options Held

2.7K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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