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 20,421 shares of SPYG stock, worth $1.7 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
20,421
Previous 19,396
5.28%
Holding current value
$1.7 Million
Previous $1.26 Billion
18.38%
% of portfolio
0.88%
Previous 0.79%
Shares
6 transactions
Others Institutions Holding SPYG
# of Institutions
999Shares Held
269MCall Options Held
331KPut Options Held
78.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.33 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.8 Billion3.57% of portfolio
-
Allworth Financial LP12.8MShares$1.06 Billion6.66% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$656 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$618 Million12.32% of portfolio