Summit Wealth & Retirement Planning, Inc. Spdr S&P 500 ETF Trust Transaction History
Summit Wealth & Retirement Planning, Inc.
- $281 Million
- Q2 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 14,340 shares of SPY stock, worth $8.22 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
14,340
Previous 14,597
1.76%
Holding current value
$8.22 Million
Previous $7.64 Million
2.21%
% of portfolio
2.77%
Previous 2.84%
Shares
19 transactions
Others Institutions Holding SPY
# of Institutions
4,432Shares Held
559MCall Options Held
275MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.3 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.4 Billion1.22% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA13.7MShares$7.83 Billion1.41% of portfolio