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

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Summit Financial, LLC holds 106,124 shares of SPDW stock, worth $4.64 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

106,124

Previous 101,618 4.43%

Holding current value

$4.64 Million

Previous $4.11 Million 10.38%

% of portfolio

0.08%

Previous 0.09%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$39.8 - $42.86 $179,338 - $193,127	4,506 Added 4.43%	106,124 $4.54 Million
Q2 2025 Aug 13, 2025	SELL	$32.66 - $40.75 $8,230 - $10,269	-252 Reduced 0.25%	101,618 $4.11 Million
Q1 2025 May 14, 2025	SELL	$33.84 - $37.77 $30,929 - $34,521	-914 Reduced 0.89%	101,870 $3.71 Million
Q4 2024 Feb 12, 2025	BUY	$34.13 - $37.35 $3.51 Million - $3.84 Million	102,784 New	102,784 $3.51 Million

Others Institutions Holding SPDW

# of Institutions

1,192

Shares Held

607M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Summit Financial, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History