Summit Investment Advisory Services, LLC 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 Portfolio stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 27,889 shares of SPMD stock, worth $1.57 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

27,889

Previous 26,518 5.17%

Holding current value

$1.57 Million

Previous $1.44 Billion 10.6%

% of portfolio

0.64%

Previous 0.63%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$54.43 - $58.29 $74,623 - $79,915	1,371 Added 5.17%	27,889 $1.59 Billion
Q3 2025 Nov 03, 2025	BUY	$54.43 - $58.29 $1.44 Million - $1.55 Million	26,518 New	26,518 $1.44 Billion
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

805

Shares Held

232M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Investment Advisory Services, LLC with notifications on news.

Account

Summit Investment Advisory Services, LLC Spdr Portfolio Transaction History