Cerity Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Cerity Partners’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.1M	Buy	169,025 +20,694	+14%	+$2.37M	0.02%	488
2026 Q1	$14.5M	Buy	148,331 +3,227	+2%	+$336K	0.02%	542
2025 Q4	$15.5M	Buy	145,104 +71,298	+97%	+$7.56M	0.02%	485
2025 Q3	$7.71M	Sell	73,806 -3,250	-4%	-$324K	0.01%	689
2025 Q2	$7.34M	Buy	77,056 +7,003	+10%	+$600K	0.01%	651
2025 Q1	$5.63M	Buy	70,053 +590	+0.8%	+$51.5K	0.01%	693
2024 Q4	$6.1M	Sell	69,463 -8,156	-11%	-$705K	0.01%	641
2024 Q3	$6.44M	Sell	77,619 -98	-0.1%	-$7.83K	0.01%	621
2024 Q2	$6.23M	Buy	77,717 +910	+1%	+$68K	0.02%	544
2024 Q1	$5.62M	Sell	76,807 -744	-1%	-$51.8K	0.01%	624
2023 Q4	$5.05M	Buy	77,551 +68,807	+787%	+$4.24M	0.02%	536
2023 Q3	$518K	Sell	8,744 -48,005	-85%	-$2.94M	﹤0.01%	971
2023 Q2	$3.46M	Buy	56,749 +3,910	+7%	+$224K	0.01%	587
2023 Q1	$20.6M	Buy	52,839 +176	+0.3%	+$9.32K	0.05%	237
2022 Q4	$2.69M	Buy	52,663 +24,967	+90%	+$1.3M	0.02%	480
2022 Q3	$1.39M	Buy	27,696 +1,109	+4%	+$62.4K	0.02%	440
2022 Q2	$1.36M	Sell	26,587 -1,770	-6%	-$101K	0.02%	490
2022 Q1	$1.88M	Sell	28,357 -890	-3%	-$57.9K	0.03%	342
2021 Q4	$2.12M	Sell	29,247 -528	-2%	-$36.9K	0.03%	308
2021 Q3	$1.91M	Sell	29,775 -1,118	-4%	-$73.8K	0.04%	272
2021 Q2	$1.95M	Sell	30,893 -434	-1%	-$26K	0.04%	270
2021 Q1	$1.77M	Sell	31,327 -1,075	-3%	-$60.2K	0.04%	272
2020 Q4	$1.79M	Sell	32,402 -557	-2%	-$29.3K	0.06%	229
2020 Q3	$1.65M	Buy	32,959 +5,212	+19%	+$255K	0.07%	192
2020 Q2	$1.25M	Sell	27,747 -833	-3%	-$34.6K	0.07%	176
2020 Q1	$1.02M	Buy	28,580 +1,793	+7%	+$73.4K	0.06%	199
2019 Q4	$1.12M	Sell	26,787 -476	-2%	-$19.1K	0.06%	228
2019 Q3	$1.06M	Sell	27,263 -1,207	-4%	-$47.2K	0.06%	245
2019 Q2	$1.1M	Buy	+28,470	New	+$1.08M	0.07%	220

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners's SPYG Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 14% in Q2 2026, buying an estimated $2.37M and bringing the position to 169,025 shares worth $20.1M. The position accounts for 0.02% of the portfolio, ranked #488.

Cerity Partners first reported a position in SPYG in Q2 2019 and has held it in 29 quarters since. The position peaked at $20.6M in Q1 2023. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Cerity Partners held 169,025 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $20.1M as of Q2 2026.
Cerity Partners bought 20,694 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $2.37M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #488 holding.
Cerity Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and has held it in 29 quarters since.
Cerity Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $20.6M in Q1 2023.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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