Summit Investment Advisory Services, LLC Spdr Portfolio Transaction History
Summit Investment Advisory Services, LLC
- $189 Billion
- Q3 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 32,839 shares of SPYG stock, worth $2.99 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
32,839
Previous 22,226
47.75%
Holding current value
$2.99 Million
Previous $1.78 Billion
52.93%
% of portfolio
1.44%
Previous 2.09%
Shares
8 transactions
Others Institutions Holding SPYG
# of Institutions
1,098Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.86 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.88 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.2 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$712 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$661 Million0.04% of portfolio