Summit Investment Advisory Services, LLC Spdr Portfolio S&P 500 Value E Transaction History
Summit Investment Advisory Services, LLC
- $169 Billion
- Q1 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 18,225 shares of SPYV stock, worth $887,193. This represents 0.54% of its overall portfolio holdings.
Number of Shares
18,225
Previous 16,027
13.71%
Holding current value
$887,193
Previous $747 Million
22.18%
% of portfolio
0.54%
Previous 0.47%
Shares
6 transactions
Others Institutions Holding SPYV
# of Institutions
889Shares Held
372MCall Options Held
246KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.6 Billion8.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.63 Billion0.92% of portfolio
-
Allworth Financial LP19.4MShares$945 Million6.94% of portfolio
-
Morgan Stanley New York, NY9.99MShares$486 Million0.04% of portfolio
-
Valmark Advisers, Inc.7.43MShares$362 Million6.53% of portfolio