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

Summit Investment Advisory Services, LLC

  • $204 Billion
  • Q1 2025

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 139,136 shares of SPTM stock, worth $8.91 Million. This represents 4.64% of its overall portfolio holdings.

Number of Shares
139,136
Previous 137,713 1.03%
Holding current value
$8.91 Million
Previous $9.84 Billion 3.8%
% of portfolio
4.64%
Previous 5.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$67.03 - $74.61 $95,383 - $106,170
1,423 Added 1.03%
139,136 $9.46 Billion
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
684
Shares Held
91.5M
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
Track This Portfolio

Track Summit Investment Advisory Services, LLC Portfolio

Follow Summit Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email