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

Summit Investment Advisory Services’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	$1.31M	Sell	14,889 -231	-2%	-$19.7K	0.33%	30
2026 Q1	$1.16M	Sell	15,120 -344	-2%	-$27.5K	0.43%	28
2025 Q4	$1.24M	Sell	15,464 -396	-2%	-$31.5K	0.47%	26
2025 Q3	$1.24M	Buy	15,860 +1,119	+8%	+$84.4K	0.49%	23
2025 Q2	$1.07M	Buy	14,741 +2,063	+16%	+$139K	0.47%	24
2025 Q1	$834K	Sell	12,678 -17	-0.1%	-$1.18K	0.41%	27
2024 Q4	$875K	Buy	12,695 +3,840	+43%	+$266K	0.45%	27
2024 Q3	$598K	Buy	+8,855	New	+$576K	0.32%	36
2024 Q2	–	Sell	-7,991	Closed	-$492K	–	85
2024 Q1	$492K	Buy	7,991 +117	+1%	+$6.85K	0.29%	38
2023 Q4	$440K	Buy	7,874 +2,299	+41%	+$120K	0.28%	39
2023 Q3	$280K	Buy	5,575 +326	+6%	+$17.1K	0.21%	40
2023 Q2	$274K	Sell	5,249 -130	-2%	-$6.42K	0.18%	42
2023 Q1	$259K	Buy	+5,379	New	+$252K	0.18%	41

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 Investment Advisory Services's SPYM Position: Q2 2026 in Review

Summit Investment Advisory Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.5% in Q2 2026, selling an estimated $19.7K and leaving 14,889 shares worth $1.31M. The position accounts for 0.33% of the portfolio, ranked #30.

Summit Investment Advisory Services first reported a position in SPYM in Q1 2023 and has held it in 13 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Summit Investment Advisory Services held 14,889 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.31M as of Q2 2026.
Summit Investment Advisory Services sold 231 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $19.7K.
State Street SPDR Portfolio S&P 500 ETF made up 0.33% of Summit Investment Advisory Services's portfolio in Q2 2026, its #30 holding.
Summit Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.