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

Summit Wealth Partners’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 		$10M Buy
15,439
+3,714
+32% +$2.53M 1.59% 17
2025
Q4 		$8M Sell
11,725
-4,906
-29% -$3.32M 1.48% 18
2025
Q3 		$11.1M Buy
16,631
+80
+0.5% +$51.3K 2% 16
2025
Q2 		$10.2M Buy
16,551
+1,359
+9% +$777K 1.95% 15
2025
Q1 		$8.5M Buy
15,192
+1,174
+8% +$690K 1.72% 18
2024
Q4 		$8.22M Sell
14,018
-1,103
-7% -$650K 1.69% 18
2024
Q3 		$8.68M Sell
15,121
-96
-0.6% -$53.1K 1.67% 16
2024
Q2 		$8.28M Sell
15,217
-124
-0.8% -$64.9K 1.72% 17
2024
Q1 		$8.02M Buy
15,341
+115
+0.8% +$57.3K 1.71% 17
2023
Q4 		$7.24M Buy
15,226
+12
+0.1% +$5.34K 1.68% 17
2023
Q3 		$6.5M Buy
15,214
+24
+0.2% +$10.7K 1.66% 19
2023
Q2 		$6.73M Buy
15,190
+129
+0.9% +$54.1K 1.69% 19
2023
Q1 		$6.17M Sell
15,061
-144
-0.9% -$57.5K 1.58% 19
2022
Q4 		$5.82M Buy
15,205
+83
+0.5% +$31.9K 1.54% 18
2022
Q3 		$5.4M Buy
15,122
+43
+0.3% +$17.1K 1.52% 19
2022
Q2 		$5.69M Buy
15,079
+22
+0.1% +$9.01K 1.52% 19
2022
Q1 		$6.8M Sell
15,057
-62
-0.4% -$27.6K 1.54% 20
2021
Q4 		$7.18M Buy
15,119
+147
+1% +$67.5K 1.54% 20
2021
Q3 		$6.43M Buy
14,972
+19
+0.1% +$8.38K 1.52% 20
2021
Q2 		$6.4M Sell
14,953
-37
-0.2% -$15.4K 1.53% 20
2021
Q1 		$5.94M Sell
14,990
-15
-0.1% -$5.79K 1.52% 21
2020
Q4 		$5.61M Buy
15,005
+63
+0.4% +$22.4K 1.53% 21
2020
Q3 		$5M Sell
14,942
-500
-3% -$166K 1.5% 21
2020
Q2 		$4.76M Sell
15,442
-137
-0.9% -$40.1K 1.54% 21
2020
Q1 		$4.02M Buy
15,579
+2,652
+21% +$809K 1.63% 21
2019
Q4 		$4.16M Buy
+12,927
New +$3.98M 1.44% 23

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Summit Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 32% in Q1 2026, buying an estimated $2.53M and bringing the position to 15,439 shares worth $10M. The position accounts for 1.59% of the portfolio, ranked #17.

Summit Wealth Partners first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.1M in Q3 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Summit Wealth Partners held 15,439 shares of State Street SPDR S&P 500 ETF Trust worth $10M as of Q1 2026.
  • Summit Wealth Partners bought 3,714 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.53M.
  • State Street SPDR S&P 500 ETF Trust made up 1.59% of Summit Wealth Partners's portfolio in Q1 2026, its #17 holding.
  • Summit Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $11.1M in Q3 2025.
  • 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 Partners's 13F filing for Q1 2026, filed 17 Apr 2026.