Summit Investment Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Summit Investment Advisory Services, LLC

  • $251 Billion
  • Q3 2025

A detailed history of Summit Investment Advisory Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 5,334 shares of SPDW stock, worth $233,415. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,334
Previous 5,051 5.6%
Holding current value
$233,415
Previous $205 Million 11.6%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$39.8 - $42.86 $11,263 - $12,129
283 Added 5.6%
5,334 $228 Million
Q3 2025

Nov 03, 2025
BUY
$39.8 - $42.86 $201,029 - $216,485
5,051 New
5,051 $205 Million
Q1 2024

Apr 18, 2024
BUY
$32.85 - $35.9 $188,657 - $206,173
5,743 New
5,743 $206 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

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