Summit Trail Advisors, LLC Spdr Portfolio Transaction History
Summit Trail Advisors, LLC
- $3.71 Billion
- Q1 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 $861,317. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,749
Previous 10,749
-0.0%
Holding current value
$861,317
Previous $699,000
12.45%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
993Shares Held
269MCall Options Held
331KPut Options Held
78.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.25 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.74 Billion3.57% of portfolio
-
Allworth Financial LP12.8MShares$1.02 Billion6.66% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$632 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$596 Million12.32% of portfolio