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

Commonwealth Financial 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	$8.23M	Buy	93,698 +2,495	+3%	+$213K	1.11%	16
2026 Q1	$6.98M	Buy	91,203 +6,695	+8%	+$536K	1.11%	26
2025 Q4	$6.78M	Sell	84,508 -58	-0.1%	-$4.61K	1.12%	28
2025 Q3	$6.62M	Buy	84,566 +24,370	+40%	+$1.84M	1.13%	29
2025 Q2	$4.38M	Buy	60,196 +3,517	+6%	+$237K	0.84%	33
2025 Q1	$3.73M	Buy	56,679 +7,270	+15%	+$503K	0.76%	35
2024 Q4	$3.41M	Buy	49,409 +3,021	+7%	+$209K	0.67%	37
2024 Q3	$3.1M	Buy	46,388 +4,108	+10%	+$267K	0.61%	40
2024 Q2	$2.76M	Buy	+42,280	New	+$2.6M	0.57%	37
2023 Q4	–	Sell	-7,253	Closed	-$365K	–	204
2023 Q3	$365K	Buy	+7,253	New	+$379K	0.11%	117

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 Financial Services's SPYM Position: Q2 2026 in Review

Commonwealth Financial Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.7% in Q2 2026, buying an estimated $213K and bringing the position to 93,698 shares worth $8.23M. The position accounts for 1.11% of the portfolio, ranked #16.

Commonwealth Financial Services first reported a position in SPYM in Q3 2023 and has held it in 10 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Commonwealth Financial Services held 93,698 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.23M as of Q2 2026.
Commonwealth Financial Services bought 2,495 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $213K.
State Street SPDR Portfolio S&P 500 ETF made up 1.11% of Commonwealth Financial Services's portfolio in Q2 2026, its #16 holding.
Commonwealth Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 10 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.