Certus Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Certus Wealth Management’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
2025 Q3	$749K	Hold	1,124	–	–	0.45%	38
2025 Q2	$694K	Hold	1,124	–	–	0.45%	37
2025 Q1	$655K	Hold	1,124	–	–	0.44%	37
2024 Q4	$680K	Hold	1,124	–	–	0.46%	35
2024 Q3	$645K	Hold	1,124	–	–	0.45%	37
2024 Q2	$612K	Hold	1,124	–	–	0.46%	40
2024 Q1	$575K	Hold	1,124	–	–	0.46%	40
2023 Q4	$534K	Hold	1,124	–	–	0.45%	42
2023 Q3	$480K	Buy	1,124 +396	+54%	+$176K	0.46%	42
2023 Q2	$323K	Buy	+728	New	+$306K	0.32%	47

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Certus Wealth Management's SPY Position: Q3 2025 in Review

Certus Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2025 at 1,124 shares worth $749K. The position accounts for 0.45% of the portfolio, ranked #38.

Certus Wealth Management first reported a position in SPY in Q2 2023 and has held it in 10 quarters since. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Certus Wealth Management held 1,124 shares of State Street SPDR S&P 500 ETF Trust worth $749K as of Q3 2025.
Certus Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2025.
State Street SPDR S&P 500 ETF Trust made up 0.45% of Certus Wealth Management's portfolio in Q3 2025, its #38 holding.
Certus Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 10 quarters since.
4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.