Commonwealth Equity Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Commonwealth Equity Services’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	$129M	Buy	1,467,006 +106,014	+8%	+$9.04M	0.16%	130
2026 Q1	$104M	Buy	1,360,992 +105,120	+8%	+$8.41M	0.15%	139
2025 Q4	$101M	Sell	1,255,872 -183,428	-13%	-$14.6M	0.13%	140
2025 Q3	$113M	Buy	1,439,300 +42,787	+3%	+$3.23M	0.15%	130
2025 Q2	$102M	Buy	1,396,513 +237,016	+20%	+$15.9M	0.13%	146
2025 Q1	$76.2M	Buy	1,159,497 +111,085	+11%	+$7.68M	0.11%	178
2024 Q4	$72.3M	Buy	1,048,412 +130,123	+14%	+$9.02M	0.11%	179
2024 Q3	$62M	Buy	918,289 +67,137	+8%	+$4.37M	0.09%	207
2024 Q2	$54.5M	Buy	851,152 +45,949	+6%	+$2.83M	0.09%	218
2024 Q1	$49.5M	Buy	805,203 +80,721	+11%	+$4.73M	0.08%	232
2023 Q4	$40.5M	Buy	724,482 +181,509	+33%	+$9.51M	0.07%	250
2023 Q3	$27.3M	Buy	542,973 +19,691	+4%	+$1.03M	0.06%	310
2023 Q2	$27.3M	Buy	523,282 +16,488	+3%	+$814K	0.06%	323
2023 Q1	$24.4K	Buy	506,794 +117,135	+30%	+$5.5M	0.05%	333
2022 Q4	$17.5M	Buy	389,659 +14,759	+4%	+$667K	0.04%	408
2022 Q3	$15.7M	Buy	374,900 +19,561	+6%	+$913K	0.04%	408
2022 Q2	$15.8M	Buy	355,339 +13,137	+4%	+$633K	0.04%	412
2022 Q1	$18.2M	Buy	342,202 +157,789	+86%	+$8.26M	0.04%	403
2021 Q4	$10.3M	Buy	184,413 +12,461	+7%	+$673K	0.02%	593
2021 Q3	$8.68M	Buy	171,952 +4,713	+3%	+$244K	0.02%	612
2021 Q2	$8.42M	Buy	167,239 +120,288	+256%	+$5.9M	0.02%	622
2021 Q1	$2.19M	Buy	46,951 +9,504	+25%	+$431K	0.01%	1262
2020 Q4	$1.65M	Sell	37,447 -1,733	-4%	-$72.3K	0.01%	1337
2020 Q3	$1.54M	Buy	39,180 +13,287	+51%	+$517K	0.01%	1237
2020 Q2	$938K	Sell	25,893 -7,813	-23%	-$269K	﹤0.01%	1462
2020 Q1	$1.02M	Buy	33,706 +2,324	+7%	+$83.4K	﹤0.01%	1259
2019 Q4	$1.19M	Buy	31,382 +3,403	+12%	+$123K	﹤0.01%	1314
2019 Q3	$975K	Buy	27,979 +1,076	+4%	+$37.4K	﹤0.01%	1382
2019 Q2	$929K	Buy	26,903 +106	+0.4%	+$3.59K	﹤0.01%	1389
2019 Q1	$890K	Sell	26,797 -7,461	-22%	-$238K	﹤0.01%	1376
2018 Q4	$1M	Buy	34,258 +10,697	+45%	+$337K	0.01%	1198
2018 Q3	$802K	Buy	23,561 +4,218	+22%	+$141K	﹤0.01%	1449
2018 Q2	$617K	Buy	19,343 +11,911	+160%	+$378K	﹤0.01%	1605
2018 Q1	$229K	Buy	+7,432	New	+$238K	﹤0.01%	2295
2017 Q3	–	Sell	-9,264	Closed	-$264K	–	2611
2017 Q2	$264K	Buy	+9,264	New	+$261K	﹤0.01%	2012

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

Commonwealth Equity Services's SPYM Position: Q2 2026 in Review

Commonwealth Equity Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.8% in Q2 2026, buying an estimated $9.04M and bringing the position to 1,467,006 shares worth $129M. The position accounts for 0.16% of the portfolio, ranked #130.

Commonwealth Equity Services first reported a position in SPYM in Q2 2017 and has held it in 35 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Commonwealth Equity Services held 1,467,006 shares of State Street SPDR Portfolio S&P 500 ETF worth $129M as of Q2 2026.
Commonwealth Equity Services bought 106,014 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $9.04M.
State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Commonwealth Equity Services's portfolio in Q2 2026, its #130 holding.
Commonwealth Equity Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2017 and has held it in 35 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.