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SDYSDY
30 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in SPDR SERIES TRUST

COMMONWEALTH EQUITY SERVICES, LLC holds 873,659 shares of SDY (SPDR SERIES TRUST), worth $133M as of 2026-Q2. The position was decreased (-2.3% shares). SDY represents 0.2% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$133M

Current Shares

873,659

Total Value Change

+$17.2M

Total Shares Change

-290,502

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
873,659
-2.3%
$133M0.2%$152.18
0
2026-Q1
Decreased
894,629
-4.1%
$130.6M0.2%$154.56
0
2025-Q4
Decreased
932,453
-3.5%
$129.8M0.2%$140.12
0
2025-Q3
Decreased
966,738
-7.0%
$135.4M0.2%$138.29
0
2025-Q2
Decreased
1M
-6.5%
$141.1M0.2%$133.44
0
2025-Q1
Increased
1.1M
+0.8%
$151M0.2%$131.57
36
2024-Q4
Increased
1.1M
+2.8%
$145.8M0.2%$128.20
37
2024-Q3
Decreased
1.1M
-4.8%
$152.5M0.2%$136.90
0
2024-Q2
Decreased
1.1M
-4.0%
$143.4M0.2%$122.20
0
2024-Q1
Decreased
1.2M
-4.5%
$154.2M0.3%$125.26
0
2023-Q4
Decreased
1.2M
-3.6%
$153.7M0.3%$118.61
0
2023-Q3
Decreased
1.3M
-5.2%
$146.8M0.3%$108.31
0
2023-Q2
Decreased
1.3M
-3.2%
$165.2M0.3%$114.10
0
2023-Q1
Increased
1.4M
+1.0%
$172.1M0.4%$113.39
37
2022-Q4
Increased
1.4M
+2.6%
$172.3M0.4%$115.60
37
2022-Q3
Increased
1.3M
+1.2%
$149.7M0.4%$103.64
37
2022-Q2
Increased
1.3M
+4.0%
$157.5M0.4%$108.63
38
2022-Q1
Increased
1.3M
+6.8%
$163.5M0.4%$117.33
39
2021-Q4
Increased
1.2M
+4.8%
$154.2M0.3%$115.97
38
2021-Q3
Increased
1.1M
+1.6%
$134M0.3%$106.84
37
2021-Q2
Increased
1.1M
+4.0%
$137.2M0.3%$108.25
38
2021-Q1
Increased
1.1M
+2.3%
$127.3M0.4%$105.35
37
2020-Q4
Decreased
1.1M
-1.4%
$111.7M0.3%$92.82
0
2020-Q3
Decreased
1.1M
-3.3%
$98.9M0.3%$80.13
0
2020-Q2
Decreased
1.1M
-5.2%
$100.9M0.4%$78.05
0
2020-Q1
Decreased
1.2M
-13.0%
$93.2M0.4%$69.81
0
2019-Q4
Increased
1.3M
+4.1%
$144.4M0.5%$91.55
44
2019-Q3
Increased
1.3M
+3.0%
$132.3M0.6%$86.49
44
2019-Q2
Increased
1.3M
+7.5%
$126.3M0.6%$84.84
46
2019-Q1
New
1.2M
-
$115.7M0.5%$83.09
59

Other major holders of SDY: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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