Summit Investment Advisory Services, LLC Spdr Portfolio Transaction History

Summit Investment Advisory Services, LLC

$204 Billion
Q1 2025

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 32,068 shares of SPYG stock, worth $2.88 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

32,068

Previous 33,633 4.65%

Holding current value

$2.88 Million

Previous $2.96 Billion 12.82%

% of portfolio

1.26%

Previous 1.52%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$80.05 - $92.39 $125,278 - $144,590	-1,565 Reduced 4.65%	32,068 $2.58 Billion
Q4 2024 Jan 21, 2025	BUY	$81.74 - $91.38 $64,901 - $72,555	794 Added 2.42%	33,633 $2.96 Billion
Q3 2024 Oct 16, 2024	BUY	$73.38 - $84.1 $778,781 - $892,553	10,613 Added 47.75%	32,839 $2.72 Billion
Q2 2024 Jul 15, 2024	BUY	$68.71 - $80.95 $124,021 - $146,114	1,805 Added 8.84%	22,226 $1.78 Billion
Q1 2024 Apr 18, 2024	BUY	$63.12 - $73.73 $64,698 - $75,573	1,025 Added 5.28%	20,421 $1.49 Billion
Q4 2023 Jan 18, 2024	BUY	$57.02 - $65.3 $203,561 - $233,121	3,570 Added 22.56%	19,396 $1.26 Billion
Q3 2023 Oct 10, 2023	BUY	$58.97 - $62.89 $38,330 - $40,878	650 Added 4.28%	15,826 $938 Million
Q2 2023 Jul 26, 2023	BUY	$54.76 - $61.01 $50,926 - $56,739	930 Added 6.53%	15,176 $926 Million
Q1 2023 Apr 17, 2023	BUY	$49.61 - $55.36 $175,669 - $196,029	3,541 Added 33.08%	14,246 $789 Million
Q4 2022 Feb 02, 2023	BUY	$49.14 - $55.07 $526,043 - $589,524	10,705 New	10,705 $542 Million

Others Institutions Holding SPYG

# of Institutions

1,228

Shares Held

304M

Call Options Held

665K

Put Options Held

128K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Summit Investment Advisory Services, LLC Spdr Portfolio Transaction History