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

Summit Wealth Group’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	$246K	Hold	378	–	–	0.06%	113
2025 Q4	$258K	Sell	378 -36	-9%	-$24.3K	0.06%	107
2025 Q3	$276K	Sell	414 -10	-2%	-$6.41K	0.07%	96
2025 Q2	$262K	Buy	+424	New	+$242K	0.07%	96
2023 Q2	–	Sell	-127,442	Closed	–	–	234
2023 Q1	$0	Buy	+127,442	New	+$50.8M	﹤0.01%	245
2022 Q2	–	Sell	-895	Closed	-$404K	–	27
2022 Q1	$404K	Buy	+895	New	+$398K	0.42%	21
2021 Q3	–	Sell	-269	Closed	-$115K	–	189
2021 Q2	$115K	Sell	269 -20	-7%	-$8.35K	0.17%	37
2021 Q1	$114K	Buy	+289	New	+$111K	0.18%	30

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Wealth Group's SPY Position: Q1 2026 in Review

Summit Wealth Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 378 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #113.

Summit Wealth Group first reported a position in SPY in Q1 2021 and has held it in 8 quarters since. The position peaked at $404K in Q1 2022. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Summit Wealth Group held 378 shares of State Street SPDR S&P 500 ETF Trust worth $246K as of Q1 2026.
Summit Wealth Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.06% of Summit Wealth Group's portfolio in Q1 2026, its #113 holding.
Summit Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 8 quarters since.
Summit Wealth Group's State Street SPDR S&P 500 ETF Trust position peaked at $404K in Q1 2022.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.