Cerity Partners LLC

Position in SPY — Spdr S&P 500 ETF Trust

CIK 1566475 NEW YORK, NY

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Position in SPY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,398,276,522

-$8,353,275 QoQ

Shares Held

2,150,070

+4.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

3.63%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 50.190040324268516.ToString("F0")% Shared 3.0911551716920846.ToString("F0")% None 46.718804504039404.ToString("F0")%

Common Shares in SPY Over Time

Shares Held

Position Value (USD)

Derivatives in SPY

reported options exposure · as of Mar 31, 2026

CallValue

$159,528,402

CallShares

245,300

PutValue

$1,300,680

PutShares

2,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

All Filings in SPY

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$159,528,402	245,300	-88.6%	Call	Defined	2026-05-15
2026-03-31	$1,398,276,522	2,150,070	+107403.5%	Shares	Sole	2026-05-15
2026-03-31	$1,300,680	2,000	-99.9%	Put	Sole	2026-05-15
2025-12-31	$1,406,629,797	2,062,749	+738.9%	Shares	Sole	2026-02-11
2025-12-31	$167,684,128	245,900	-88.8%	Call	Sole	2026-02-11
2025-09-30	$1,456,780,440	2,186,767	-0.8%	Shares	Sole	2025-10-22
2025-06-30	$1,362,443,277	2,205,136	-1.9%	Shares	Sole	2025-08-13
2025-03-31	$1,257,680,452	2,248,307	+1.9%	Shares	Sole	2025-04-30
2024-12-31	$1,293,429,915	2,206,917	-1.2%	Shares	Sole	2025-02-13
2024-09-30	$1,282,245,733	2,234,812	+8.5%	Shares	Sole	2024-11-12
2024-06-30	$1,121,131,295	2,060,070	+0.5%	Call	Sole	2024-08-13
2024-03-31	$1,072,314,945	2,050,041	-76.9%	Shares	Defined	2024-05-14
2023-12-31	$4,221,299,406	8,881,150	+506.2%	Shares	Other	2024-01-26
2023-09-30	$626,252,642	1,464,987	-28.6%	Shares	Sole	2023-11-14
2023-06-30	$910,134,073	2,053,181	+30.9%	Shares	Other	2023-08-14
2023-03-31	$642,029,961	1,568,260	+84.9%	Shares	Sole	2023-05-11
2022-12-31	$324,364,888	848,168	-42.3%	Shares	Sole	2023-02-15
2022-09-30	$525,177,827	1,470,345	-0.5%	Shares	Sole	2022-11-14
2022-06-30	$557,291,430	1,477,247	-7.3%	Put	Sole	2022-08-10
2022-03-31	$719,620,142	1,593,349	+9.1%	Shares	Sole	2022-04-25
2021-12-31	$693,856,240	1,460,873	+127.2%	Shares	Sole	2022-02-14
2021-09-30	$275,924,145	642,970	-1.1%	Shares	Sole	2021-10-25
2021-06-30	$278,244,564	650,013	+7.4%	Shares	Sole	2021-08-11
2021-03-31	$239,858,123	605,198	+89.7%	Shares	Sole	2021-08-11
2020-12-31	$119,301,369	319,090	-1.4%	Shares	Sole	2021-02-11
2020-09-30	$108,395,855	323,676	+4.6%	Shares	Sole	2020-11-12
2020-06-30	$95,446,362	309,529	-8.0%	Shares	Sole	2020-08-17
2020-03-31	$86,735,452	336,510	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.