Summit Investment Advisory Services, LLC Spdr Portfolio Transaction History

Summit Investment Advisory Services, LLC

$204 Billion
Q1 2025

A detailed history of Summit Investment Advisory Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 24,764 shares of SPMD stock, worth $1.26 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

24,764

Previous 32,469 23.73%

Holding current value

$1.26 Million

Previous $1.78 Billion 28.62%

% of portfolio

0.62%

Previous 0.92%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 11, 2025	SELL	$50.21 - $57.73 $386,868 - $444,809	-7,705 Reduced 23.73%	24,764 $1.27 Billion
Q4 2024 Jan 21, 2025	BUY	$54.13 - $59.56 $138,464 - $152,354	2,558 Added 8.55%	32,469 $1.78 Billion
Q3 2024 Oct 16, 2024	BUY	$50.29 - $54.92 $1.5 Million - $1.64 Million	29,911 New	29,911 $1.64 Billion
Q1 2024 Apr 18, 2024	BUY	$47.16 - $53.34 $41,029 - $46,405	870 Added 3.71%	24,351 $1.3 Billion
Q4 2023 Jan 18, 2024	BUY	$40.76 - $49.2 $221,000 - $266,762	5,422 Added 30.02%	23,481 $1.14 Billion
Q3 2023 Oct 10, 2023	BUY	$43.23 - $47.8 $14,482 - $16,012	335 Added 1.89%	18,059 $791 Million
Q2 2023 Jul 26, 2023	BUY	$42.21 - $45.89 $11,270 - $12,252	267 Added 1.53%	17,724 $813 Million
Q1 2023 Apr 17, 2023	BUY	$41.67 - $47.74 $88,090 - $100,922	2,114 Added 13.78%	17,457 $767 Million
Q4 2022 Feb 02, 2023	BUY	$39.32 - $45.21 $603,286 - $693,657	15,343 New	15,343 $652 Million

Others Institutions Holding SPMD

# of Institutions

728

Shares Held

205M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Summit Investment Advisory Services, LLC Spdr Portfolio Transaction History