Summit Investment Advisory Services, LLC Spdr Portfolio S&P 500 Value E Transaction History

Summit Investment Advisory Services, LLC

$194 Billion
Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 32,416 shares of SPYV stock, worth $1.71 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

32,416

Previous 31,118 4.17%

Holding current value

$1.71 Million

Previous $1.64 Billion 0.78%

% of portfolio

0.85%

Previous 0.87%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$51.09 - $55.27 $66,314 - $71,740	1,298 Added 4.17%	32,416 $1.66 Billion
Q3 2024 Oct 16, 2024	SELL	$48.51 - $52.86 $232,314 - $253,146	-4,789 Reduced 13.34%	31,118 $1.64 Billion
Q2 2024 Jul 15, 2024	BUY	$47.37 - $50.09 $837,596 - $885,691	17,682 Added 97.02%	35,907 $1.75 Billion
Q1 2024 Apr 18, 2024	BUY	$45.88 - $50.1 $100,844 - $110,119	2,198 Added 13.71%	18,225 $913 Million
Q4 2023 Jan 18, 2024	BUY	$39.63 - $46.73 $20,250 - $23,879	511 Added 3.29%	16,027 $747 Million
Q3 2023 Oct 10, 2023	BUY	$41.15 - $44.69 $6,378 - $6,926	155 Added 1.01%	15,516 $640 Million
Q2 2023 Jul 26, 2023	BUY	$40.17 - $43.27 $98,818 - $106,444	2,460 Added 19.07%	15,361 $664 Million
Q1 2023 Apr 17, 2023	BUY	$38.68 - $42.77 $60,843 - $67,277	1,573 Added 13.89%	12,901 $525 Million
Q4 2022 Feb 02, 2023	BUY	$34.79 - $40.71 $394,101 - $461,162	11,328 New	11,328 $441 Million

Others Institutions Holding SPYV

# of Institutions

1,014

Shares Held

410M

Call Options Held

356K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Summit Investment Advisory Services, LLC Spdr Portfolio S&P 500 Value E Transaction History