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

Summit Financial’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	$13.7M	Buy	155,676 +16,460	+12%	+$1.4M	0.15%	125
2026 Q1	$10.7M	Buy	139,216 +26,414	+23%	+$2.11M	0.14%	142
2025 Q4	$9.05M	Buy	112,802 +20,826	+23%	+$1.66M	0.13%	141
2025 Q3	$7.21M	Buy	+91,976	New	+$6.94M	0.11%	176

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Summit Financial's SPYM Position: Q2 2026 in Review

Summit Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q2 2026, buying an estimated $1.4M and bringing the position to 155,676 shares worth $13.7M. The position accounts for 0.15% of the portfolio, ranked #125.

Summit Financial first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Summit Financial held 155,676 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.7M as of Q2 2026.
Summit Financial bought 16,460 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.4M.
State Street SPDR Portfolio S&P 500 ETF made up 0.15% of Summit Financial's portfolio in Q2 2026, its #125 holding.
Summit Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.