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 31,062 shares of SPYG stock, worth $3.26 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
31,062
Previous 32,606
4.74%
Holding current value
$3.26 Million
Previous $3.11 Billion
4.45%
% of portfolio
1.29%
Previous 1.35%
Shares
13 transactions
Others Institutions Holding SPYG
# of Institutions
1,388Shares Held
337MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
-
Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
-
Allworth Financial LP11.4MShares$1.19 Billion5.41% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio