A detailed history of Summit Investment Advisory Services, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 2,823 shares of SPY stock, worth $1.61 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
2,823
Previous 504 460.12%
Holding current value
$1.61 Million
Previous $274 Million 490.91%
% of portfolio
0.86%
Previous 0.32%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$517.38 - $573.86 $1.2 Million - $1.33 Million
2,319 Added 460.12%
2,823 $1.62 Billion
Q2 2024

Jul 15, 2024

SELL
$495.16 - $548.49 $1.08 Million - $1.2 Million
-2,190 Reduced 81.29%
504 $274 Million
Q1 2024

Apr 18, 2024

SELL
$467.28 - $523.17 $5,140 - $5,754
-11 Reduced 0.41%
2,694 $1.41 Billion
Q4 2023

Jan 18, 2024

BUY
$410.68 - $476.69 $404,930 - $470,016
986 Added 57.36%
2,705 $1.29 Billion
Q3 2023

Oct 10, 2023

BUY
$425.88 - $457.79 $21,294 - $22,889
50 Added 3.0%
1,719 $735 Million
Q2 2023

Jul 26, 2023

BUY
$404.36 - $443.28 $404 - $443
1 Added 0.06%
1,669 $740 Million
Q1 2023

Apr 17, 2023

BUY
$379.5 - $416.78 $759 - $833
2 Added 0.12%
1,668 $683 Million
Q4 2022

Feb 02, 2023

BUY
$357.63 - $407.42 $595,811 - $678,761
1,666 New
1,666 $637 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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.