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 10,749 shares of SPYG stock, worth $927,638. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,749
Previous 10,749 -0.0%
Holding current value
$927,638
Previous $861,000 3.48%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$57.02 - $65.3 $5,759 - $6,595
-101 Reduced 0.93%
10,749 $699,000
Q3 2023

Oct 30, 2023
SELL
$58.97 - $62.89 $544,293 - $580,474
-9,230 Reduced 45.97%
10,850 $643,000
Q2 2023

Jul 25, 2023
BUY
$54.76 - $61.01 $1.1 Million - $1.23 Million
20,080 New
20,080 $1.23 Million
Q1 2021

May 17, 2021
SELL
$53.23 - $58.3 $212,920 - $233,200
-4,000 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$45.36 - $54.05 $181,440 - $216,200
4,000 New
4,000 $209,000

Others Institutions Holding SPYG

# of Institutions
1,094
Shares Held
279M
Call Options Held
399K
Put Options Held
203K
View Full List

About SPDR PORTFOLIO

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