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

Cerity Partners’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	$597K	Sell	800 -1,200	-60%	-$870K	﹤0.01%	2320
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

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

Cerity Partners's SPY Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.4% in Q2 2026, buying an estimated $84.3M and bringing the position to 2,266,287 shares worth $1.66B. The position accounts for 2.01% of the portfolio, ranked #5.

Cerity Partners first reported a position in SPY in Q1 2017 and has held it in 36 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Cerity Partners held 2,266,287 shares of State Street SPDR S&P 500 ETF Trust worth $1.66B as of Q2 2026.
Cerity Partners bought 116,217 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $84.3M.
State Street SPDR S&P 500 ETF Trust made up 2.01% of Cerity Partners's portfolio in Q2 2026, its #5 holding.
Cerity Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 36 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.