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

Summit Financial Strategies’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	$807K	Hold	8,986	–	–	0.06%	82
2026 Q2	$790K	Hold	8,986	–	–	0.06%	78
2026 Q1	$688K	Sell	8,986 -165	-2%	-$13.2K	0.05%	82
2025 Q4	$734K	Sell	9,151 -302	-3%	-$24K	0.06%	75
2025 Q3	$741K	Buy	9,453 +2,983	+46%	+$225K	0.06%	74
2025 Q2	$470K	Buy	6,470 +26	+0.4%	+$1.75K	0.04%	91
2025 Q1	$424K	Sell	6,444 -2,266	-26%	-$157K	0.04%	95
2024 Q4	$600K	Sell	8,710 -80	-0.9%	-$5.54K	0.07%	71
2024 Q3	$593K	Buy	8,790 +155	+2%	+$10.1K	0.07%	71
2024 Q2	$553K	Buy	8,635 +3,322	+63%	+$205K	0.07%	72
2024 Q1	$327K	Hold	5,313	–	–	0.05%	107
2023 Q4	$297K	Sell	5,313 -356	-6%	-$18.7K	0.05%	113
2023 Q3	$285K	Buy	+5,669	New	+$297K	0.05%	102

Other funds holding SPYM

1WM

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

PCA

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

PWA

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

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

SAW

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

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

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

Summit Financial Strategies held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 8,986 shares worth $807K. The position accounts for 0.06% of the portfolio, ranked #82.

Summit Financial Strategies first reported a position in SPYM in Q3 2023 and has held it in 13 quarters since. 250 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Summit Financial Strategies held 8,986 shares of State Street SPDR Portfolio S&P 500 ETF worth $807K as of Q3 2026.
Summit Financial Strategies left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Summit Financial Strategies's portfolio in Q3 2026, its #82 holding.
Summit Financial Strategies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 13 quarters since.
250 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.