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

Summit Wealth Group, LLC/OK’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.01M	Sell	55,810 -12,908	-19%	-$1.15M	8.49%	1
2026 Q2	$6.04M	Buy	68,718 +931	+1%	+$79.4K	7.84%	1
2026 Q1	$5.19M	Sell	67,787 -79,817	-54%	-$6.38M	7.24%	2
2025 Q4	$11.8M	Buy	+147,604	New	+$11.7M	12.2%	1

Other funds holding SPYM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

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

Summit Wealth Group, LLC/OK reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 19% in Q3 2026, selling an estimated $1.15M and leaving 55,810 shares worth $5.01M. The position accounts for 8.49% of the portfolio, ranked #1.

Summit Wealth Group, LLC/OK first reported a position in SPYM in Q4 2025 and has held it in 4 quarters since. The position peaked at $11.8M in Q4 2025. 1,228 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Summit Wealth Group, LLC/OK held 55,810 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.01M as of Q3 2026.
Summit Wealth Group, LLC/OK sold 12,908 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $1.15M.
State Street SPDR Portfolio S&P 500 ETF made up 8.49% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #1 holding.
Summit Wealth Group, LLC/OK first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
Summit Wealth Group, LLC/OK's State Street SPDR Portfolio S&P 500 ETF position peaked at $11.8M in Q4 2025.
1,228 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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