CFSG
SPYM

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

Community Financial Services Group’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 		$19.3K Hold
220
– – ﹤0.01% 313
2026
Q1 		$17K Buy
+220
New +$17.6K ﹤0.01% 274

Other funds holding SPYM

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Community Financial Services Group's SPYM Position: Q2 2026 in Review

Community Financial Services Group held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 220 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Community Financial Services Group first reported a position in SPYM in Q1 2026 and has held it in 2 quarters since. 470 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Community Financial Services Group held 220 shares of State Street SPDR Portfolio S&P 500 ETF worth $19.3K as of Q2 2026.
  • Community Financial Services Group left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #313 holding.
  • Community Financial Services Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 470 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.