Summit Wealth Group (Colorado)
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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
Q3 		$659K Buy
7,342
+896
+14% +$80.1K 0.04% 219
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
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Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SPYM Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q3 2026, buying an estimated $80.1K and bringing the position to 7,342 shares worth $659K. The position accounts for 0.04% of the portfolio, ranked #219.

Summit Wealth Group (Colorado) first reported a position in SPYM in Q1 2026 and has held it in 3 quarters since. 1,524 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Summit Wealth Group (Colorado) held 7,342 shares of State Street SPDR Portfolio S&P 500 ETF worth $659K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 896 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $80.1K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #219 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 3 quarters since.
  • 1,524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.