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

Cerity Partners’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$223M	Buy	3,664,076 +62,142	+2%	+$3.72M	0.27%	77
2026 Q1	$204M	Buy	3,601,934 +32,415	+0.9%	+$1.88M	0.29%	64
2025 Q4	$203M	Buy	3,569,519 +96,955	+3%	+$5.45M	0.3%	65
2025 Q3	$192M	Buy	3,472,564 +16,921	+0.5%	+$911K	0.31%	62
2025 Q2	$181M	Buy	3,455,643 +17,182	+0.5%	+$859K	0.32%	57
2025 Q1	$176M	Buy	3,438,461 +1,828	+0.1%	+$94.8K	0.36%	57
2024 Q4	$176M	Buy	3,436,633 +1,770	+0.1%	+$94.2K	0.38%	51
2024 Q3	$182M	Buy	3,434,863 +304,598	+10%	+$15.5M	0.4%	47
2024 Q2	$153M	Buy	3,130,265 +33,112	+1%	+$1.62M	0.4%	50
2024 Q1	$155M	Buy	3,097,153 +9,585	+0.3%	+$457K	0.41%	51
2023 Q4	$144M	Buy	3,087,568 +110,662	+4%	+$4.77M	0.47%	46
2023 Q3	$123M	Buy	2,976,906 +33,820	+1%	+$1.46M	0.6%	36
2023 Q2	$127M	Buy	2,943,086 +1,113,001	+61%	+$46M	0.5%	40
2023 Q1	$74.5M	Buy	1,830,085 +1,819,290	+16,853%	+$73.7M	0.18%	87
2022 Q4	$420K	Sell	10,795 -1,003	-9%	-$38.4K	﹤0.01%	1019
2022 Q3	$407K	Buy	11,798 +369	+3%	+$14K	﹤0.01%	787
2022 Q2	$398K	Buy	+11,429	New	+$453K	﹤0.01%	816

Other funds holding SPYV

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

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

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Cerity Partners's SPYV Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.7% in Q2 2026, buying an estimated $3.72M and bringing the position to 3,664,076 shares worth $223M. The position accounts for 0.27% of the portfolio, ranked #77.

Cerity Partners first reported a position in SPYV in Q2 2022 and has held it in 17 quarters since. 1,130 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Cerity Partners held 3,664,076 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $223M as of Q2 2026.
Cerity Partners bought 62,142 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $3.72M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.27% of Cerity Partners's portfolio in Q2 2026, its #77 holding.
Cerity Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 17 quarters since.
1,130 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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