Cerity Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.3M Buy
+2,000
New +$1.36M ﹤0.01% 1714
2022
Q3
Sell
-1,477,247
Closed -$557M 1257
2022
Q2
$557M Buy
+1,477,247
New +$605M 6.16% 2

Other funds holding SPY

Cerity Partners's SPY Position: Q1 2026 in Review

Cerity Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.2% in Q1 2026, buying an estimated $59.4M and bringing the position to 2,150,070 shares worth $1.4B. The position accounts for 1.97% of the portfolio, ranked #6.

Cerity Partners first reported a position in SPY in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.41B in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Cerity Partners held 2,150,070 shares of State Street SPDR S&P 500 ETF Trust worth $1.4B as of Q1 2026.
  • Cerity Partners bought 87,321 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $59.4M.
  • State Street SPDR S&P 500 ETF Trust made up 1.97% of Cerity Partners's portfolio in Q1 2026, its #6 holding.
  • Cerity Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 35 quarters since.
  • Cerity Partners's State Street SPDR S&P 500 ETF Trust position peaked at $1.41B in Q4 2025.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.