Summit Financial Strategies, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 8,790 shares of SPLG stock, worth $623,562. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,790
Previous 8,635 1.8%
Holding current value
$623,562
Previous $552,000 7.43%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$60.84 - $67.51 $9,430 - $10,464
155 Added 1.8%
8,790 $593,000
Q2 2024

Jul 19, 2024
BUY
$58.24 - $64.51 $193,473 - $214,302
3,322 Added 62.53%
8,635 $552,000
Q4 2023

Feb 13, 2024
SELL
$48.29 - $56.08 $17,191 - $19,964
-356 Reduced 6.28%
5,313 $296,000
Q3 2023

Oct 24, 2023
BUY
$50.09 - $53.81 $283,960 - $305,048
5,669 New
5,669 $284,000

Others Institutions Holding SPLG

# of Institutions
1,149
Shares Held
478M
Call Options Held
259K
Put Options Held
171K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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