CI Investments Inc
SPY icon

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
2026
Q1 		$6.4M Sell
4,318
-27,212
-86% -$18.5M 0.03% 266
2025
Q4 		$8.91M Buy
31,530
+21,983
+230% +$14.9M 0.04% 234
2025
Q3 		$2.91M Sell
9,547
-13,260
-58% -$8.5M 0.01% 336
2025
Q2 		$12.1M Sell
22,807
-29,272
-56% -$16.7M 0.05% 207
2025
Q1 		$56M Buy
52,079
+30,507
+141% +$17.9M 0.24% 89
2024
Q4 		$17.2M Sell
21,572
-1,270
-6% -$748K 0.06% 187
2024
Q3 		$9.76M Buy
22,842
+20,855
+1,050% +$11.5M 0.04% 241
2024
Q2 		$724K Buy
1,987
+1,897
+2,108% +$993K ﹤0.01% 427
2024
Q1 		$1K Sell
90
-8,246
-99% -$4.11M ﹤0.01% 1283
2023
Q4 		$1.44M Buy
8,336
+8,241
+8,675% +$3.67M 0.01% 347
2023
Q3 		$56K Buy
95
+5
+6% +$2.22K ﹤0.01% 943
2023
Q2 		$4K Buy
+90
New +$37.8K ﹤0.01% 1270
2023
Q1 		– Sell
-57
Closed -$94K – 1300
2022
Q4 		$94K Sell
57
-5,992
-99% -$2.3M ﹤0.01% 768
2022
Q3 		$11.2M Buy
+6,049
New +$2.4M 0.06% 221
2019
Q3 		– Sell
-605
Closed -$117K – 608
2019
Q2 		$117K Sell
605
-4,995
-89% -$1.44M ﹤0.01% 295
2019
Q1 		$441K Sell
5,600
-145,756
-96% -$39.6M ﹤0.01% 303
2018
Q4 		$109M Buy
151,356
+12,971
+9% +$3.5M 0.7% 49
2018
Q3 		$16.7M Sell
138,385
-2,033
-1% -$579K 0.13% 159
2018
Q2 		$33.2M Sell
140,418
-456
-0.3% -$123K 0.26% 108
2018
Q1 		$48.9M Buy
140,874
+108,874
+340% +$29.7M 0.56% 59
2017
Q4 		$6.24M Sell
32,000
-9,942
-24% -$2.59M 0.06% 130
2017
Q3 		$1.04M Buy
+41,942
New +$10.3M 0.01% 176

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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.