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Disclosery

Cerity Partners LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerity Partners LLC on SPY, newest first. How the timeline and the estimate are built.

Cerity Partners LLC held 2,354,965 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,354,965 shares
    Change vs previous 13F +115,827 shares

    2.09% of the 13F portfolio, value $1,728,798,197.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 2,266,287 shares
    • Cerity Partners Retirement Plan Advisors LLC: 88,678 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,239,138 shares
    Change vs previous 13F +176,389 shares

    2.06% of the 13F portfolio, value $1,456,313,202.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 2,150,070 shares
    • Cerity Partners Retirement Plan Advisors LLC: 89,068 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,062,749 shares
    Change vs previous 13F -124,018 shares

    2.05% of the 13F portfolio, value $1,406,630,689.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,186,767 shares
    Change vs previous 13F -18,369 shares

    2.15% of the 13F portfolio, value $1,323,512,078.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,205,136 shares
    Change vs previous 13F -43,171 shares

    2.21% of the 13F portfolio, value $1,237,491,084.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,248,307 shares
    Change vs previous 13F +41,390 shares

    2.34% of the 13F portfolio, value $1,136,213,418.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,206,917 shares
    Change vs previous 13F -254,154 shares

    2.55% of the 13F portfolio, value $1,175,496,889.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners OCIO LLC: 0 shares
    • Cerity Partners LLC: 2,206,917 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,461,071 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $1,311,188,968.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners OCIO LLC: 226,259 shares
    • Cerity Partners LLC: 2,234,812 shares

    Acceptance time not in the bulk data set (spec §4.2).