Commonwealth Retirement Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Commonwealth Retirement Investments’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	$779K	Sell	1,043 -122	-10%	-$88.5K	0.21%	82
2026 Q1	$758K	Hold	1,165	–	–	0.23%	79
2025 Q4	$795K	Hold	1,165	–	–	0.26%	80
2025 Q3	$776K	Hold	1,165	–	–	0.26%	80
2025 Q2	$720K	Sell	1,165 -113	-9%	-$64.6K	0.27%	82
2025 Q1	$715K	Sell	1,278 -224	-15%	-$132K	0.29%	71
2024 Q4	$880K	Sell	1,502 -97	-6%	-$57.1K	0.36%	67
2024 Q3	$917K	Sell	1,599 -15	-0.9%	-$8.29K	0.38%	66
2024 Q2	$878K	Sell	1,614 -10	-0.6%	-$5.23K	0.4%	63
2024 Q1	$849K	Buy	1,624 +57	+4%	+$28.4K	0.41%	56
2023 Q4	$745K	Hold	1,567	–	–	0.39%	58
2023 Q3	$670K	Hold	1,567	–	–	0.39%	51
2023 Q2	$695K	Hold	1,567	–	–	0.39%	48
2023 Q1	$642K	Sell	1,567 -485	-24%	-$194K	0.38%	44
2022 Q4	$785K	Buy	+2,052	New	+$789K	0.48%	43

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

Commonwealth Retirement Investments's SPY Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 10% in Q2 2026, selling an estimated $88.5K and leaving 1,043 shares worth $779K. The position accounts for 0.21% of the portfolio, ranked #82.

Commonwealth Retirement Investments first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $917K in Q3 2024. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Commonwealth Retirement Investments held 1,043 shares of State Street SPDR S&P 500 ETF Trust worth $779K as of Q2 2026.
Commonwealth Retirement Investments sold 122 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $88.5K.
State Street SPDR S&P 500 ETF Trust made up 0.21% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #82 holding.
Commonwealth Retirement Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Commonwealth Retirement Investments's State Street SPDR S&P 500 ETF Trust position peaked at $917K in Q3 2024.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.