Summit Investment Advisory Services, LLC Spdr Portfolio S&P 500 Value E Transaction History
Summit Investment Advisory Services, LLC
- $189 Billion
- Q3 2024
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 31,118 shares of SPYV stock, worth $1.64 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
31,118
Previous 35,907
13.34%
Holding current value
$1.64 Million
Previous $1.75 Billion
6.01%
% of portfolio
0.87%
Previous 2.06%
Shares
8 transactions
Others Institutions Holding SPYV
# of Institutions
963Shares Held
382MCall Options Held
312KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.95 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.89 Billion0.89% of portfolio
-
Allworth Financial LP20.3MShares$1.07 Billion6.66% of portfolio
-
Morgan Stanley New York, NY8.89MShares$467 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.49MShares$394 Million6.25% of portfolio