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

Summit Global Investments’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	$798K	Sell	9,076 -175	-2%	-$14.9K	0.04%	254
2026 Q1	$708K	Sell	9,251 -7,069	-43%	-$565K	0.04%	268
2025 Q4	$1.31M	Buy	16,320 +6,169	+61%	+$491K	0.08%	141
2025 Q3	$795K	Sell	10,151 -803	-7%	-$60.6K	0.05%	232
2025 Q2	$796K	Buy	10,954 +1,086	+11%	+$73K	0.05%	236
2025 Q1	$649K	Sell	9,868 -74,990	-88%	-$5.19M	0.05%	253
2024 Q4	$5.85M	Buy	84,858 +3,526	+4%	+$244K	0.37%	65
2024 Q3	$5.49M	Sell	81,332 -4,907	-6%	-$319K	0.35%	63
2024 Q2	$5.52M	Buy	86,239 +179	+0.2%	+$11K	0.37%	55
2024 Q1	$5.29M	Buy	86,060 +13,719	+19%	+$803K	0.39%	63
2023 Q4	$4.04M	Sell	72,341 -225,378	-76%	-$11.8M	0.26%	84
2023 Q3	$15M	Buy	297,719 +130,006	+78%	+$6.8M	1%	21
2023 Q2	$8.74M	Sell	167,713 -186,887	-53%	-$9.22M	0.58%	40
2023 Q1	$17.1M	Buy	354,600 +119,814	+51%	+$5.62M	1.32%	11
2022 Q4	$10.6M	Buy	234,786 +109,258	+87%	+$4.94M	0.89%	24
2022 Q3	$5.27M	Buy	125,528 +71,030	+130%	+$3.32M	0.49%	59
2022 Q2	$2.42M	Sell	54,498 -159,591	-75%	-$7.69M	0.21%	109
2022 Q1	$11.4M	Buy	+214,089	New	+$11.2M	0.84%	30

Other funds holding SPYM

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

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Summit Global Investments's SPYM Position: Q2 2026 in Review

Summit Global Investments reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.9% in Q2 2026, selling an estimated $14.9K and leaving 9,076 shares worth $798K. The position accounts for 0.04% of the portfolio, ranked #254.

Summit Global Investments first reported a position in SPYM in Q1 2022 and has held it in 18 quarters since. The position peaked at $17.1M in Q1 2023. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Summit Global Investments held 9,076 shares of State Street SPDR Portfolio S&P 500 ETF worth $798K as of Q2 2026.
Summit Global Investments sold 175 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $14.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Summit Global Investments's portfolio in Q2 2026, its #254 holding.
Summit Global Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
Summit Global Investments's State Street SPDR Portfolio S&P 500 ETF position peaked at $17.1M in Q1 2023.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.