Summit Investment Advisory Services, LLC Spdr Portfolio Transaction History
Summit Investment Advisory Services, LLC
- $194 Billion
- Q4 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 33,633 shares of SPYG stock, worth $3.11 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
33,633
Previous 32,839
2.42%
Holding current value
$3.11 Million
Previous $2.72 Billion
8.54%
% of portfolio
1.52%
Previous 1.44%
Shares
9 transactions
Others Institutions Holding SPYG
# of Institutions
1,213Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$3.14 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.86 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.56 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.13 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$753 Million0.19% of portfolio