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

Summit Portfolio Management’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	$342K	Buy	+526	New	+$358K	0.22%	20

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Portfolio Management's SPY Position: Q1 2026 in Review

Summit Portfolio Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026: 526 shares worth $342K. The stake represents 0.22% of the portfolio and ranks #20 among its holdings.

4,579 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Summit Portfolio Management held 526 shares of State Street SPDR S&P 500 ETF Trust worth $342K as of Q1 2026.
State Street SPDR S&P 500 ETF Trust was a new Summit Portfolio Management position in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Summit Portfolio Management's portfolio in Q1 2026, its #20 holding.
4,579 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Summit Portfolio Management's 13F filing for Q1 2026, filed 30 Apr 2026.