Summit Investment Advisory Services, LLC Spdr Portfolio S&P 600 Small C 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 600 Small C stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 18,952 shares of SPSM stock, worth $879,941. This represents 0.44% of its overall portfolio holdings.

Number of Shares
18,952
Previous 215,557 91.21%
Holding current value
$879,941
Previous $9.81 Billion 91.32%
% of portfolio
0.44%
Previous 5.2%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$44.33 - $49.55 $8.72 Million - $9.74 Million
-196,605 Reduced 91.21%
18,952 $851 Million
Q3 2024

Oct 16, 2024
BUY
$41.02 - $46.01 $8.84 Million - $9.92 Million
215,557 New
215,557 $9.81 Billion
Q1 2024

Apr 18, 2024
BUY
$39.85 - $43.04 $229,655 - $248,039
5,763 Added 3.22%
184,635 $7.95 Billion
Q4 2023

Jan 18, 2024
BUY
$34.3 - $42.83 $204,153 - $254,924
5,952 Added 3.44%
178,872 $7.54 Billion
Q3 2023

Oct 10, 2023
BUY
$36.35 - $41.02 $255,213 - $288,001
7,021 Added 4.23%
172,920 $6.38 Billion
Q2 2023

Jul 26, 2023
BUY
$35.57 - $38.94 $233,659 - $255,796
6,569 Added 4.12%
165,899 $6.44 Billion
Q1 2023

Apr 17, 2023
BUY
$36.04 - $42.08 $355,931 - $415,582
9,876 Added 6.61%
159,330 $6.02 Billion
Q4 2022

Feb 02, 2023
BUY
$34.79 - $39.85 $5.2 Million - $5.96 Million
149,454 New
149,454 $5.53 Billion

Others Institutions Holding SPSM

# of Institutions
895
Shares Held
198M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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