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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CI Investments Inc's SPY Position: Q2 2026 in Review

CI Investments Inc increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 59% in Q2 2026, buying an estimated $56.7M and bringing the position to 211,623 shares worth $158M. The position accounts for 0.51% of the portfolio, ranked #34.

CI Investments Inc first reported a position in SPY in Q2 2013 and has held it in 39 quarters since. The position peaked at $464M in Q1 2020. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

CI Investments Inc held 211,623 shares of State Street SPDR S&P 500 ETF Trust worth $158M as of Q2 2026.
CI Investments Inc bought 78,261 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $56.7M.
State Street SPDR S&P 500 ETF Trust made up 0.51% of CI Investments Inc's portfolio in Q2 2026, its #34 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 39 quarters since.
CI Investments Inc's State Street SPDR S&P 500 ETF Trust position peaked at $464M in Q1 2020.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.