Summit Wealth Group LLC / CO Spdr S&P 600 Small Cap Growth Transaction History

Summit Wealth Group LLC / CO

$300 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$72.61 - $88.75 $3.54 Million - $4.32 Million	48,721 New	48,721 $4.32 Billion

Others Institutions Holding SLYG

# of Institutions

556

Shares Held

28M

Call Options Held

14.1K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.82M
Shares

$350 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

1.86M
Shares

$170 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.17M
Shares

$108 Million
0.21% of portfolio
Ameriprise Financial Inc Minneapolis, MN

954K
Shares

$87.4 Million
0.02% of portfolio
Srs Capital Advisors, Inc. Denver, CO

802K
Shares

$73.5 Million
0.88% of portfolio

About SPDR S&P 600 SMALL CAP GROWTH

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