Cerity Partners
SPYG icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Cerity Partners's SPYG Position: Q1 2026 in Review

Cerity Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.2% in Q1 2026, buying an estimated $336K and bringing the position to 148,331 shares worth $14.5M. The position accounts for 0.02% of the portfolio, ranked #542.

Cerity Partners first reported a position in SPYG in Q2 2019 and has held it in 28 quarters since. The position peaked at $20.6M in Q1 2023. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Cerity Partners held 148,331 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $14.5M as of Q1 2026.
  • Cerity Partners bought 3,227 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $336K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #542 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 28 quarters since.
  • Cerity Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $20.6M in Q1 2023.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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