SFWA
SPYM

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

Summit Financial Wealth Advisors’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 		$3.14M Buy
35,704
+2,722
+8% +$232K 0.4% 44
2026
Q1 		$2.52M Buy
32,982
+2,307
+8% +$185K 0.36% 45
2025
Q4 		$2.46M Buy
+30,675
New +$2.44M 0.35% 49
2024
Q4 		– Sell
-398,372
Closed -$26.9M – 159
2024
Q3 		$26.9M Buy
+398,372
New +$25.9M 5.04% 5

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Summit Financial Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.3% in Q2 2026, buying an estimated $232K and bringing the position to 35,704 shares worth $3.14M. The position accounts for 0.4% of the portfolio, ranked #44.

Summit Financial Wealth Advisors first reported a position in SPYM in Q3 2024 and has held it in 4 quarters since. The position peaked at $26.9M in Q3 2024. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Summit Financial Wealth Advisors held 35,704 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.14M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 2,722 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $232K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.4% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Summit Financial Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 4 quarters since.
  • Summit Financial Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $26.9M in Q3 2024.
  • 947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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