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

Summit Investment Advisory Services’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	$1.84M	Buy	2,822 +2	+0.1%	+$1.36K	0.68%	20
2025 Q4	$1.92M	Buy	2,820 +5	+0.2%	+$3.38K	0.73%	17
2025 Q3	$1.88M	Sell	2,815 -11	-0.4%	-$7.05K	0.75%	17
2025 Q2	$1.75M	Buy	2,826 +2	+0.1%	+$1.14K	0.76%	19
2025 Q1	$1.58M	Sell	2,824 -49	-2%	-$28.8K	0.77%	19
2024 Q4	$1.68M	Buy	2,873 +50	+2%	+$29.5K	0.87%	19
2024 Q3	$1.62M	Buy	2,823 +2,319	+460%	+$1.28M	0.86%	21
2024 Q2	$274K	Sell	504 -2,190	-81%	-$1.15M	0.32%	38
2024 Q1	$1.41M	Sell	2,694 -11	-0.4%	-$5.48K	0.83%	21
2023 Q4	$1.29M	Buy	2,705 +986	+57%	+$439K	0.81%	20
2023 Q3	$735K	Buy	1,719 +50	+3%	+$22.2K	0.54%	24
2023 Q2	$740K	Buy	1,669 +1	+0.1%	+$420	0.49%	25
2023 Q1	$683K	Buy	1,668 +2	+0.1%	+$798	0.49%	25
2022 Q4	$637K	Buy	+1,666	New	+$640K	0.77%	20

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 Investment Advisory Services's SPY Position: Q1 2026 in Review

Summit Investment Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.07% in Q1 2026, buying an estimated $1.36K and bringing the position to 2,822 shares worth $1.84M. The position accounts for 0.68% of the portfolio, ranked #20.

Summit Investment Advisory Services first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.92M in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Summit Investment Advisory Services held 2,822 shares of State Street SPDR S&P 500 ETF Trust worth $1.84M as of Q1 2026.
Summit Investment Advisory Services bought 2 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.36K.
State Street SPDR S&P 500 ETF Trust made up 0.68% of Summit Investment Advisory Services's portfolio in Q1 2026, its #20 holding.
Summit Investment Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Summit Investment Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $1.92M in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.