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

Summit Trail Advisors, LLC

  • $3 Billion
  • Q1 2025

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 10,566 shares of SPEM stock, worth $416,194. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,566
Previous 10,566 -0.0%
Holding current value
$416,194
Previous $405,000 2.47%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$36.02 - $41.68 $380,587 - $440,390
10,566 New
10,566 $436,000
Q3 2018

Nov 14, 2018
SELL
N/A
-1,939 Closed
0 $0
Q2 2018

Aug 10, 2018
SELL
N/A
-19,280 Reduced 90.86%
1,939 $69,000
Q1 2018

May 21, 2018
BUY
N/A
21,219 New
21,219 $21,000

Others Institutions Holding SPEM

# of Institutions
889
Shares Held
208M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track Summit Trail Advisors, LLC Portfolio

Follow Summit Trail Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email