Summit Trail Advisors, LLC Spdr Portfolio Transaction History

Summit Trail Advisors, LLC

  • $3.97 Billion
  • Q3 2024

A detailed history of Summit Trail Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 267,303 shares of SPMD stock, worth $15 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
267,303
Previous 12,618 2018.43%
Holding current value
$15 Million
Previous $647,000 2159.04%
% of portfolio
0.37%
Previous 0.02%

Shares

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

Nov 12, 2024
BUY
$50.29 - $54.92 $12.8 Million - $14 Million
254,685 Added 2018.43%
267,303 $14.6 Million
Q2 2024

Aug 13, 2024
BUY
$49.54 - $53.39 $98,138 - $105,765
1,981 Added 18.62%
12,618 $647,000
Q2 2023

Jul 25, 2023
BUY
$42.21 - $45.89 $448,987 - $488,131
10,637 New
10,637 $488,000

Others Institutions Holding SPMD

# of Institutions
653
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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