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Commonwealth Financial Services, LLC → SPY

Commonwealth Financial Services, LLC SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
4
Latest value
$46.8M
Q3 2026
Peak value
$70.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$49.2M
Q1 2026$50M
Q2 2026$70.2M
Q3 2026$46.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$46.8M61.4K——
Q2 2026$70.2M94.0K——
Q1 2026$50M76.8K——
Q4 2025$49.2M72.2K——

Other funds holding SPY

Other Commonwealth Financial Services, LLC positions

QQQ

INVESCO QQQ TR

$43.8M
ETHA

ISHARES TR

$40.3M
ETHA

ISHARES TR

$36.8M
FPF

FIRST TR EXCHNG TRADED FD VI

$34.2M
QQQ

INVESCO QQQ TR

$34M
ETHA

ISHARES TR

$32.9M
FPF

FIRST TR EXCHNG TRADED FD VI

$32.1M
INTU

INVESCO ACTIVELY MANAGED EXC

$31.7M