Summit Wealth Group (Colorado)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio SPY Stock Details SPY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.24M	Buy
2025 Q3	–	Sell
2025 Q2	$1.2M	Buy