Summit Financial Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Summit Financial Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.45M	Buy	5,961 +70	+1%	+$50.8K	0.57%	35
2026 Q1	$3.83M	Buy	5,891 +81	+1%	+$55.1K	0.54%	35
2025 Q4	$3.96M	Buy	5,810 +3	+0.1%	+$2.03K	0.57%	36
2025 Q3	$3.88M	Sell	5,807 -11	-0.2%	-$7.05K	0.6%	35
2025 Q2	$3.59M	Buy	5,818 +563	+11%	+$322K	0.64%	35
2025 Q1	$2.94M	Buy	5,255 +16	+0.3%	+$9.4K	0.58%	35
2024 Q4	$3.13M	Buy	5,239 +56	+1%	+$33K	0.61%	35
2024 Q3	$2.97M	Buy	5,183 +112	+2%	+$61.9K	0.56%	39
2024 Q2	$2.76M	Buy	5,071 +13	+0.3%	+$6.8K	0.56%	37
2024 Q1	$2.65M	Sell	5,058 -726	-13%	-$361K	0.54%	36
2023 Q4	$2.75M	Hold	5,784	–	–	0.62%	35
2023 Q3	$2.53M	Sell	5,784 -83	-1%	-$36.9K	0.62%	36
2023 Q2	$2.6M	Buy	5,867 +561	+11%	+$235K	0.6%	36
2023 Q1	$2.17M	Buy	5,306 +49	+0.9%	+$19.6K	0.52%	38
2022 Q4	$2.01M	Sell	5,257 -986	-16%	-$379K	0.49%	38
2022 Q3	$2.37M	Sell	6,243 -187	-3%	-$74.3K	0.68%	31
2022 Q2	$2.54M	Buy	6,430 +534	+9%	+$219K	0.61%	33
2022 Q1	$2.66M	Sell	5,896 -526	-8%	-$234K	0.54%	37
2021 Q4	$3.07M	Buy	6,422 +145	+2%	+$66.6K	0.59%	36
2021 Q3	$2.69M	Sell	6,277 -216	-3%	-$95.3K	0.61%	35
2021 Q2	$2.78M	Sell	6,493 -1,077	-14%	-$450K	0.63%	34
2021 Q1	$2.83M	Buy	7,570 +368	+5%	+$142K	0.72%	31
2020 Q4	$2.41M	Sell	7,202 -275	-4%	-$97.6K	0.66%	31
2020 Q3	$2.47M	Sell	7,477 -158	-2%	-$52.4K	0.66%	31
2020 Q2	$2.41M	Buy	7,635 +111	+1%	+$32.5K	0.64%	30
2020 Q1	$1.99M	Sell	7,524 -483	-6%	-$147K	0.63%	30
2019 Q4	$2.59M	Buy	8,007 +513	+7%	+$158K	0.63%	37
2019 Q3	$2.22M	Buy	7,494 +12	+0.2%	+$3.55K	0.54%	41
2019 Q2	$2.19M	Sell	7,482 -2,845	-28%	-$819K	0.54%	46
2019 Q1	$2.96M	Buy	10,327 +891	+9%	+$242K	0.78%	39
2018 Q4	$2.36M	Buy	9,436 +6,344	+205%	+$1.71M	0.77%	41
2018 Q3	$848K	Sell	3,092 -1,126	-27%	-$321K	0.25%	68
2018 Q2	$1.11M	Hold	4,218	–	–	0.37%	59
2018 Q1	$1.11M	Sell	4,218 -127	-3%	-$34.7K	0.36%	59
2017 Q4	$1.16M	Buy	4,345 +202	+5%	+$52.5K	0.4%	60
2017 Q3	$1.04M	Sell	4,143 -167	-4%	-$41.2K	0.38%	63
2017 Q2	$1.04M	Sell	4,310 -1,759	-29%	-$422K	0.41%	64
2017 Q1	$1.43M	Sell	6,069 -16	-0.3%	-$3.72K	0.62%	47
2016 Q4	$1.36M	Sell	6,085 -13,739	-69%	-$3M	0.6%	49
2016 Q3	$4.29M	Sell	19,824 -520	-3%	-$112K	1.86%	11
2016 Q2	$4.26M	Sell	20,344 -14,239	-41%	-$2.95M	1.78%	17
2016 Q1	$7.11M	Buy	34,583 +13,575	+65%	+$2.65M	3.11%	4
2015 Q4	$4.28M	Buy	+21,008	New	+$4.31M	1.96%	15

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Summit Financial Wealth Advisors's SPY Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q2 2026, buying an estimated $50.8K and bringing the position to 5,961 shares worth $4.45M. The position accounts for 0.57% of the portfolio, ranked #35.

Summit Financial Wealth Advisors first reported a position in SPY in Q4 2015 and has held it in 43 quarters since. The position peaked at $7.11M in Q1 2016. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Summit Financial Wealth Advisors held 5,961 shares of State Street SPDR S&P 500 ETF Trust worth $4.45M as of Q2 2026.
Summit Financial Wealth Advisors bought 70 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $50.8K.
State Street SPDR S&P 500 ETF Trust made up 0.57% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Summit Financial Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 43 quarters since.
Summit Financial Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $7.11M in Q1 2016.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.