Summit Investment Advisory Services, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Summit Investment Advisory Services, LLC

  • $194 Billion
  • Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 137,713 shares of SPTM stock, worth $9.31 Million. This represents 5.07% of its overall portfolio holdings.

Number of Shares
137,713
Previous 129,398 6.43%
Holding current value
$9.31 Million
Previous $9.07 Billion 8.51%
% of portfolio
5.07%
Previous 4.81%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$69.3 - $74.3 $576,229 - $617,804
8,315 Added 6.43%
137,713 $9.84 Billion
Q3 2024

Oct 16, 2024
BUY
$63.28 - $70.06 $8.19 Million - $9.07 Million
129,398 New
129,398 $9.07 Billion
Q1 2024

Apr 18, 2024
SELL
$57.38 - $64.15 $106,669 - $119,254
-1,859 Reduced 1.42%
128,811 $8.26 Billion
Q4 2023

Jan 18, 2024
BUY
$50.31 - $58.65 $216,282 - $252,136
4,299 Added 3.4%
130,670 $7.64 Billion
Q3 2023

Oct 10, 2023
SELL
$52.22 - $56.31 $652,958 - $704,100
-12,504 Reduced 9.0%
126,371 $6.63 Billion
Q2 2023

Jul 26, 2023
BUY
$49.75 - $54.44 $130,991 - $143,340
2,633 Added 1.93%
138,875 $7.56 Billion
Q1 2023

Apr 17, 2023
BUY
$46.97 - $51.65 $326,253 - $358,760
6,946 Added 5.37%
136,242 $6.87 Billion
Q4 2022

Feb 02, 2023
BUY
$44.09 - $50.41 $5.7 Million - $6.52 Million
129,296 New
129,296 $6.11 Billion

Others Institutions Holding SPTM

# of Institutions
681
Shares Held
93.9M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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