Summit Trail Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Summit Trail Advisors, LLC

  • $2.68 Billion
  • Q4 2024

A detailed history of Summit Trail Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 58,231 shares of SPDW stock, worth $2.1 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
58,231
Previous 57,623 1.06%
Holding current value
$2.1 Million
Previous $2.16 Million 8.18%
% of portfolio
0.07%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$34.13 - $37.35 $20,751 - $22,708
608 Added 1.06%
58,231 $1.99 Million
Q3 2024

Nov 12, 2024
BUY
$33.74 - $37.96 $243,940 - $274,450
7,230 Added 14.35%
57,623 $2.16 Million
Q2 2024

Aug 13, 2024
BUY
$34.2 - $36.64 $1.72 Million - $1.85 Million
50,393 New
50,393 $1.77 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-4,220 Closed
0 $0
Q2 2018

Aug 10, 2018
BUY
N/A
4,220 New
4,220 $128,000

Others Institutions Holding SPDW

# of Institutions
971
Shares Held
497M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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