Certior Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Certior Financial Group’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 Q3	$442K	Sell	580 -21	-3%	-$16K	0.24%	79
2026 Q2	$449K	Buy	601 +1	+0.2%	+$725	0.25%	82
2026 Q1	$390K	Sell	600 -165	-22%	-$112K	0.25%	81
2025 Q4	$522K	Buy	765 +4	+0.5%	+$2.7K	0.35%	54
2025 Q3	$507K	Sell	761 -10	-1%	-$6.41K	0.34%	65
2025 Q2	$476K	Sell	771 -135	-15%	-$77.2K	0.36%	61
2025 Q1	$507K	Sell	906 -127	-12%	-$74.6K	0.41%	54
2024 Q4	$605K	Buy	+1,033	New	+$609K	0.52%	44

Other funds holding SPY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Certior Financial Group's SPY Position: Q3 2026 in Review

Certior Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.5% in Q3 2026, selling an estimated $16K and leaving 580 shares worth $442K. The position accounts for 0.24% of the portfolio, ranked #79.

Certior Financial Group first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. The position peaked at $605K in Q4 2024. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Certior Financial Group held 580 shares of State Street SPDR S&P 500 ETF Trust worth $442K as of Q3 2026.
Certior Financial Group sold 21 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $16K.
State Street SPDR S&P 500 ETF Trust made up 0.24% of Certior Financial Group's portfolio in Q3 2026, its #79 holding.
Certior Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
Certior Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $605K in Q4 2024.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.