Summit Investment Advisory Services, LLC Spdr Portfolio S&P 500 Value E 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 500 Value E stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 31,992 shares of SPYV stock, worth $1.53 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
31,992
Previous 32,416
1.31%
Holding current value
$1.53 Million
Previous $1.66 Billion
1.44%
% of portfolio
0.8%
Previous 0.85%
Shares
10 transactions
Others Institutions Holding SPYV
# of Institutions
1,087Shares Held
443MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.73 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$1.98 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$972 Million6.01% of portfolio
-
Demars Financial Group, LLC17.4MShares$829 Million9.72% of portfolio
-
Morgan Stanley New York, NY9.19MShares$438 Million0.03% of portfolio