SWGC
SPYM

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

Summit Wealth Group (Colorado)’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 		$567K Buy
6,446
+21
+0.3% +$1.79K 0.05% 201
2026
Q1 		$492K Buy
+6,425
New +$514K 0.05% 185

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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 Wealth Group (Colorado)'s SPYM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.33% in Q2 2026, buying an estimated $1.79K and bringing the position to 6,446 shares worth $567K. The position accounts for 0.05% of the portfolio, ranked #201.

Summit Wealth Group (Colorado) first reported a position in SPYM in Q1 2026 and has held it in 2 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 6,446 shares of State Street SPDR Portfolio S&P 500 ETF worth $567K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 21 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.79K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #201 holding.
  • Summit Wealth Group (Colorado) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 2 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 Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.