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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.83M	Buy	2,451 +74	+3%	+$53.7K	0.15%	87
2026 Q1	$1.55M	Buy	2,377 +552	+30%	+$375K	0.16%	80
2025 Q4	$1.24M	Sell	1,825 -252	-12%	-$170K	0.17%	80
2025 Q3	$888K	Buy	2,077 +144	+7%	+$92.3K	0.09%	181
2025 Q2	$1.2M	Buy	+1,933	New	+$1.1M	0.3%	79

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 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

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

D.E. Shaw & Co New York $210B AUM 57.28% 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

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

Summit Wealth Group (Colorado)'s SPY Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.1% in Q2 2026, buying an estimated $53.7K and bringing the position to 2,451 shares worth $1.83M. The position accounts for 0.15% of the portfolio, ranked #87.

Summit Wealth Group (Colorado) first reported a position in SPY in Q2 2025 and has held it in 5 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Summit Wealth Group (Colorado) held 2,451 shares of State Street SPDR S&P 500 ETF Trust worth $1.83M as of Q2 2026.
Summit Wealth Group (Colorado) bought 74 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $53.7K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #87 holding.
Summit Wealth Group (Colorado) first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 5 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.