Summit Financial Consulting’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Summit Financial Consulting’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 Q2	$732K	Sell	8,328 -4,746	-36%	-$405K	0.5%	25
2026 Q1	$1M	Buy	13,074 +79	+0.6%	+$6.32K	0.72%	17
2025 Q4	$1.04M	Sell	12,995 -860	-6%	-$68.4K	0.76%	17
2025 Q3	$1.09M	Buy	13,855 +1,938	+16%	+$146K	0.87%	18
2025 Q2	$866K	Sell	11,917 -4,302	-27%	-$289K	0.78%	16
2025 Q1	$1.07M	Buy	+16,219	New	+$1.12M	0.99%	16

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Summit Financial Consulting's SPYM Position: Q2 2026 in Review

Summit Financial Consulting reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 36% in Q2 2026, selling an estimated $405K and leaving 8,328 shares worth $732K. The position accounts for 0.5% of the portfolio, ranked #25.

Summit Financial Consulting first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.09M in Q3 2025. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Summit Financial Consulting held 8,328 shares of State Street SPDR Portfolio S&P 500 ETF worth $732K as of Q2 2026.
Summit Financial Consulting sold 4,746 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $405K.
State Street SPDR Portfolio S&P 500 ETF made up 0.5% of Summit Financial Consulting's portfolio in Q2 2026, its #25 holding.
Summit Financial Consulting first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
Summit Financial Consulting's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.09M in Q3 2025.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.