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 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 $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Certior Financial Group's SPY Position: Q2 2026 in Review

Certior Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.17% in Q2 2026, buying an estimated $725 and bringing the position to 601 shares worth $449K. The position accounts for 0.25% of the portfolio, ranked #82.

Certior Financial Group first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $605K in Q4 2024. 2,153 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Certior Financial Group held 601 shares of State Street SPDR S&P 500 ETF Trust worth $449K as of Q2 2026.
Certior Financial Group bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.25% of Certior Financial Group's portfolio in Q2 2026, its #82 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 7 quarters since.
Certior Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $605K in Q4 2024.
2,153 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.