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 Q2	$357K	Buy	478 +100	+26%	+$72.5K	0.07%	95
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 $1.81T 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's SPY Position: Q2 2026 in Review

Summit Wealth Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 26% in Q2 2026, buying an estimated $72.5K and bringing the position to 478 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #95.

Summit Wealth Group first reported a position in SPY in Q1 2021 and has held it in 9 quarters since. The position peaked at $404K in Q1 2022. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Summit Wealth Group held 478 shares of State Street SPDR S&P 500 ETF Trust worth $357K as of Q2 2026.
Summit Wealth Group bought 100 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $72.5K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Summit Wealth Group's portfolio in Q2 2026, its #95 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 9 quarters since.
Summit Wealth Group's State Street SPDR S&P 500 ETF Trust position peaked at $404K in Q1 2022.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.