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

Cerity Partners’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$307M	Buy	3,492,375 +1,145,842	+49%	+$97.8M	0.37%	47
2026 Q1	$180M	Buy	2,346,533 +1,982,591	+545%	+$159M	0.25%	75
2025 Q4	$29.2M	Sell	363,942 -19,683	-5%	-$1.57M	0.04%	326
2025 Q3	$30.1M	Buy	383,625 +43,339	+13%	+$3.27M	0.05%	296
2025 Q2	$24.7M	Sell	340,286 -24,968	-7%	-$1.68M	0.04%	324
2025 Q1	$24M	Buy	365,254 +26,104	+8%	+$1.81M	0.05%	298
2024 Q4	$23.4M	Buy	339,150 +250,577	+283%	+$17.4M	0.05%	288
2024 Q3	$5.98M	Buy	88,573 +700	+0.8%	+$45.5K	0.01%	641
2024 Q2	$5.62M	Buy	87,873 +810	+0.9%	+$49.9K	0.01%	572
2024 Q1	$5.36M	Buy	87,063 +5,233	+6%	+$306K	0.01%	633
2023 Q4	$4.57M	Buy	81,830 +1,950	+2%	+$102K	0.02%	558
2023 Q3	$4.01M	Sell	79,880 -5,660	-7%	-$296K	0.02%	454
2023 Q2	$4.46M	Buy	+85,540	New	+$4.22M	0.02%	525

Other funds holding SPYM

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

Ossiam Paris, France $7.54B AUM 50.81% 1-Year Est. Return

Cerity Partners's SPYM Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 49% in Q2 2026, buying an estimated $97.8M and bringing the position to 3,492,375 shares worth $307M. The position accounts for 0.37% of the portfolio, ranked #47.

Cerity Partners first reported a position in SPYM in Q2 2023 and has held it in 13 quarters since. 1,588 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Cerity Partners held 3,492,375 shares of State Street SPDR Portfolio S&P 500 ETF worth $307M as of Q2 2026.
Cerity Partners bought 1,145,842 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $97.8M.
State Street SPDR Portfolio S&P 500 ETF made up 0.37% of Cerity Partners's portfolio in Q2 2026, its #47 holding.
Cerity Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
1,588 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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