Summit Investment Advisory Services, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Summit Investment Advisory Services, LLC

$194 Billion
Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 12,695 shares of SPLG stock, worth $902,487. This represents 0.45% of its overall portfolio holdings.

Number of Shares

12,695

Previous 8,855 43.37%

Holding current value

$902,487

Previous $598 Million 46.41%

% of portfolio

0.45%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$66.77 - $71.52 $256,396 - $274,636	3,840 Added 43.37%	12,695 $875 Million
Q3 2024 Oct 16, 2024	BUY	$60.84 - $67.51 $538,738 - $597,801	8,855 New	8,855 $598 Million
Q1 2024 Apr 18, 2024	BUY	$54.97 - $61.53 $6,431 - $7,199	117 Added 1.49%	7,991 $492 Million
Q4 2023 Jan 18, 2024	BUY	$48.29 - $56.08 $111,018 - $128,927	2,299 Added 41.24%	7,874 $440 Million
Q3 2023 Oct 10, 2023	BUY	$50.09 - $53.81 $16,329 - $17,542	326 Added 6.21%	5,575 $280 Million
Q2 2023 Jul 26, 2023	SELL	$47.56 - $52.11 $6,182 - $6,774	-130 Reduced 2.42%	5,249 $274 Million
Q1 2023 Apr 17, 2023	BUY	$44.61 - $48.99 $239,957 - $263,517	5,379 New	5,379 $259 Million

Others Institutions Holding SPLG

# of Institutions

1,229

Shares Held

509M

Call Options Held

264K

Put Options Held

168K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

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Summit Investment Advisory Services, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History