Certuity’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Certuity’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
2024 Q4	–	Sell	-1,200	Closed	-$689K	–	411
2024 Q3	$689K	Sell	1,200 -2,800	-70%	-$1.55M	0.07%	157
2024 Q2	$2.18M	Sell	4,000 -1,500	-27%	-$785K	0.17%	69
2024 Q1	$2.88M	Hold	5,500	–	–	0.25%	58
2023 Q4	$2.61M	Buy	5,500 +4,400	+400%	+$1.96M	0.26%	57
2023 Q3	$470K	Hold	1,100	–	–	0.06%	143
2023 Q2	$488K	Hold	1,100	–	–	0.06%	144
2023 Q1	$450K	Sell	1,100 -900	-45%	-$359K	0.07%	116
2022 Q4	$765K	Buy	+2,000	New	+$769K	0.12%	80
2020 Q4	–	Sell	-7,900	Closed	-$2.64M	–	272
2020 Q3	$2.64M	Buy	7,900 +1,600	+25%	+$530K	1.04%	17
2020 Q2	$1.94M	Sell	6,300 -29,700	-83%	-$8.69M	0.9%	23
2020 Q1	$9.29M	Buy	+36,000	New	+$11M	5.15%	4

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

Certuity's SPY Position: Q2 2026 in Review

Certuity increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q2 2026, buying an estimated $262K and bringing the position to 23,492 shares worth $17.5M. The position accounts for 0.86% of the portfolio, ranked #22.

Certuity first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $85.8M in Q2 2024. 2,106 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Certuity held 23,492 shares of State Street SPDR S&P 500 ETF Trust worth $17.5M as of Q2 2026.
Certuity bought 362 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $262K.
State Street SPDR S&P 500 ETF Trust made up 0.86% of Certuity's portfolio in Q2 2026, its #22 holding.
Certuity first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
Certuity's State Street SPDR S&P 500 ETF Trust position peaked at $85.8M in Q2 2024.
2,106 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.