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Summit Wealth Group, LLC/OK’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Summit Wealth Group, LLC/OK’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.86M Sell
2,435
-509
-17% -$387K 3.15% 11
2026
Q2 		$2.2M Hold
2,944
– – 2.85% 12
2026
Q1 		$1.91M Sell
2,944
-299
-9% -$203K 2.67% 14
2025
Q4 		$2.21M Buy
+3,243
New +$2.19M 2.28% 12

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Summit Wealth Group, LLC/OK's SPY Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q3 2026, selling an estimated $387K and leaving 2,435 shares worth $1.86M. The position accounts for 3.15% of the portfolio, ranked #11.

Summit Wealth Group, LLC/OK first reported a position in SPY in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.21M in Q4 2025. 3,186 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 2,435 shares of State Street SPDR S&P 500 ETF Trust worth $1.86M as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 509 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $387K.
  • State Street SPDR S&P 500 ETF Trust made up 3.15% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #11 holding.
  • Summit Wealth Group, LLC/OK first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's State Street SPDR S&P 500 ETF Trust position peaked at $2.21M in Q4 2025.
  • 3,186 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.