Summit X, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Summit X, LLC

$423 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 01, 2022	BUY	$25.67 - $30.93 $869,365 - $1.05 Million	33,867 New	33,867 $877,000

Others Institutions Holding SPDW

# of Institutions

957

Shares Held

487M

Call Options Held

500

Put Options Held

200

Financial Engines Advisors L.L.C. Santa Clara, CA

61.9M
Shares

$2.1 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.81 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.01 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$925 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$596 Million
16.39% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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