Summit Trail Advisors, LLC Spdr Portfolio Transaction History

Summit Trail Advisors, LLC

  • $2.68 Billion
  • Q4 2024

A detailed history of Summit Trail Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 338,503 shares of SPMD stock, worth $17.4 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
338,503
Previous 267,303 26.64%
Holding current value
$17.4 Million
Previous $14.6 Million 26.66%
% of portfolio
0.69%
Previous 0.37%

Shares

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

Jan 29, 2025
BUY
$54.13 - $59.56 $3.85 Million - $4.24 Million
71,200 Added 26.64%
338,503 $18.5 Million
Q3 2024

Nov 12, 2024
BUY
$50.29 - $54.92 $12.8 Million - $14 Million
254,685 Added 2018.43%
267,303 $14.6 Million
Q2 2024

Aug 13, 2024
BUY
$49.54 - $53.39 $98,138 - $105,765
1,981 Added 18.62%
12,618 $647,000
Q2 2023

Jul 25, 2023
BUY
$42.21 - $45.89 $448,987 - $488,131
10,637 New
10,637 $488,000

Others Institutions Holding SPMD

# of Institutions
720
Shares Held
204M
Call Options Held
2.1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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