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

Summit Investment Advisors’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
2025
Q2 		$348K Buy
559
+50
+10% +$28.6K 0.29% 46
2025
Q1 		$284K Buy
509
+1
+0.2% +$588 0.25% 47
2024
Q4 		$310K Buy
+508
New +$299K 0.28% 41

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Investment Advisors's SPY Position: Q2 2025 in Review

Summit Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.8% in Q2 2025, buying an estimated $28.6K and bringing the position to 559 shares worth $348K. The position accounts for 0.29% of the portfolio, ranked #46.

Summit Investment Advisors first reported a position in SPY in Q4 2024 and has held it in 3 quarters since. 4,235 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

  • Summit Investment Advisors held 559 shares of State Street SPDR S&P 500 ETF Trust worth $348K as of Q2 2025.
  • Summit Investment Advisors bought 50 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $28.6K.
  • State Street SPDR S&P 500 ETF Trust made up 0.29% of Summit Investment Advisors's portfolio in Q2 2025, its #46 holding.
  • Summit Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 3 quarters since.
  • 4,235 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.