Summit Investment Advisory Services, LLC Spdr Portfolio S&P 500 Value E Transaction History
Summit Investment Advisory Services, LLC
- $189 Billion
- Q3 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 31,118 shares of SPYV stock, worth $1.61 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
31,118
Previous 35,907
13.34%
Holding current value
$1.61 Million
Previous $1.75 Billion
6.01%
% of portfolio
0.87%
Previous 2.06%
Shares
8 transactions
Others Institutions Holding SPYV
# of Institutions
1,012Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$3.98 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.03 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.05 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$652 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$497 Million0.04% of portfolio