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 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 $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Financial Consulting's SPYM Position: Q1 2026 in Review

Summit Financial Consulting increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.61% in Q1 2026, buying an estimated $6.32K and bringing the position to 13,074 shares worth $1M. The position accounts for 0.72% of the portfolio, ranked #17.

Summit Financial Consulting first reported a position in SPYM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q3 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Summit Financial Consulting held 13,074 shares of State Street SPDR Portfolio S&P 500 ETF worth $1M as of Q1 2026.
Summit Financial Consulting bought 79 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $6.32K.
State Street SPDR Portfolio S&P 500 ETF made up 0.72% of Summit Financial Consulting's portfolio in Q1 2026, its #17 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 5 quarters since.
Summit Financial Consulting's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.09M in Q3 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.