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 Q3	$704K	Sell	7,840 -488	-6%	-$43.6K	0.52%	25
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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Summit Financial Consulting's SPYM Position: Q3 2026 in Review

Summit Financial Consulting reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.9% in Q3 2026, selling an estimated $43.6K and leaving 7,840 shares worth $704K. The position accounts for 0.52% of the portfolio, ranked #25.

Summit Financial Consulting first reported a position in SPYM in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.09M in Q3 2025. 404 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Summit Financial Consulting held 7,840 shares of State Street SPDR Portfolio S&P 500 ETF worth $704K as of Q3 2026.
Summit Financial Consulting sold 488 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $43.6K.
State Street SPDR Portfolio S&P 500 ETF made up 0.52% of Summit Financial Consulting's portfolio in Q3 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 7 quarters since.
Summit Financial Consulting's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.09M in Q3 2025.
404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.