Summit Global Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Summit Global Investments’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 Q1	$846K	Buy	1,301 +62	+5%	+$42.2K	0.05%	222
2025 Q4	$845K	Sell	1,239 -41	-3%	-$27.7K	0.05%	231
2025 Q3	$853K	Buy	1,280 +361	+39%	+$231K	0.05%	219
2025 Q2	$568K	Buy	919 +15	+2%	+$8.57K	0.03%	284
2025 Q1	$505K	Buy	904 +188	+26%	+$111K	0.04%	285
2024 Q4	$420K	Sell	716 -3,588	-83%	-$2.11M	0.03%	393
2024 Q3	$2.47M	Buy	4,304 +355	+9%	+$196K	0.16%	116
2024 Q2	$2.15M	Sell	3,949 -40	-1%	-$20.9K	0.15%	126
2024 Q1	$2.09M	Sell	3,989 -168	-4%	-$83.6K	0.16%	113
2023 Q4	$1.98M	Buy	4,157 +575	+16%	+$256K	0.13%	125
2023 Q3	$1.53M	Hold	3,582	–	–	0.1%	153
2023 Q2	$1.59M	Sell	3,582 -21	-0.6%	-$8.81K	0.11%	153
2023 Q1	$1.48M	Buy	3,603 +3	+0.1%	+$1.2K	0.11%	171
2022 Q4	$1.38M	Buy	3,600 +1,900	+112%	+$730K	0.12%	165
2022 Q3	$607K	Hold	1,700	–	–	0.06%	275
2022 Q2	$641K	Sell	1,700 -2,276	-57%	-$932K	0.06%	285
2022 Q1	$1.8M	Hold	3,976	–	–	0.13%	159
2021 Q4	$1.89M	Hold	3,976	–	–	0.12%	151
2021 Q3	$1.71M	Buy	3,976 +3,053	+331%	+$1.35M	0.13%	144
2021 Q2	$395K	Buy	923 +395	+75%	+$165K	0.02%	401
2021 Q1	$209K	Buy	+528	New	+$204K	0.01%	519

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Global Investments's SPY Position: Q1 2026 in Review

Summit Global Investments increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5% in Q1 2026, buying an estimated $42.2K and bringing the position to 1,301 shares worth $846K. The position accounts for 0.05% of the portfolio, ranked #222.

Summit Global Investments first reported a position in SPY in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.47M in Q3 2024. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Summit Global Investments held 1,301 shares of State Street SPDR S&P 500 ETF Trust worth $846K as of Q1 2026.
Summit Global Investments bought 62 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $42.2K.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Summit Global Investments's portfolio in Q1 2026, its #222 holding.
Summit Global Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 21 quarters since.
Summit Global Investments's State Street SPDR S&P 500 ETF Trust position peaked at $2.47M in Q3 2024.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.