CI Investments Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

CI Investments Inc’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 Q4	–	Sell	-200	Closed	-$502K	–	1172
2025 Q3	$502K	Sell	200 -500	-71%	-$321K	﹤0.01%	515
2025 Q2	$552K	Buy	+700	New	+$400K	﹤0.01%	502
2021 Q4	–	Sell	-31	Closed	-$13K	–	1431
2021 Q3	$13K	Buy	+31	New	+$13.7K	﹤0.01%	1050

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

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

CI Investments Inc's SPY Position: Q1 2026 in Review

CI Investments Inc reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 32% in Q1 2026, selling an estimated $42.1M and leaving 133,362 shares worth $86.7M. The position accounts for 0.42% of the portfolio, ranked #56.

CI Investments Inc first reported a position in SPY in Q2 2013 and has held it in 38 quarters since. The position peaked at $464M in Q1 2020. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

CI Investments Inc held 133,362 shares of State Street SPDR S&P 500 ETF Trust worth $86.7M as of Q1 2026.
CI Investments Inc sold 61,883 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $42.1M.
State Street SPDR S&P 500 ETF Trust made up 0.42% of CI Investments Inc's portfolio in Q1 2026, its #56 holding.
CI Investments Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 38 quarters since.
CI Investments Inc's State Street SPDR S&P 500 ETF Trust position peaked at $464M in Q1 2020.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.