SF
SPYM

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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Summit Financial's SPYM Position: Q1 2026 in Review

Summit Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 23% in Q1 2026, buying an estimated $2.11M and bringing the position to 139,216 shares worth $10.7M. The position accounts for 0.14% of the portfolio, ranked #142.

Summit Financial first reported a position in SPYM in Q3 2025 and has held it in 3 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Summit Financial held 139,216 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.7M as of Q1 2026.
  • Summit Financial bought 26,414 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $2.11M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.14% of Summit Financial's portfolio in Q1 2026, its #142 holding.
  • Summit Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.