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 $10.2 Million. This represents 5.07% of its overall portfolio holdings.

Number of Shares

137,713

Previous 129,398 6.43%

Holding current value

$10.2 Million

Previous $9.07 Billion 8.51%

% of portfolio

5.07%

Previous 4.81%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

634

Shares Held

85.5M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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