Cerity Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Cerity Partners’s Portfolio SPAB Stock Details SPAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$325M	Buy	12,700,878 +1,021,582	+9%	+$26.4M	0.46%	36
2025 Q4	$301M	Buy	11,679,296 +604,379	+5%	+$15.6M	0.44%	37
2025 Q3	$286M	Buy	11,074,917 +541,686	+5%	+$13.9M	0.46%	37
2025 Q2	$270M	Buy	10,533,231 +573,590	+6%	+$14.5M	0.48%	35
2025 Q1	$254M	Buy	9,959,641 +565,051	+6%	+$14.3M	0.52%	34
2024 Q4	$235M	Buy	9,394,590 +226,061	+2%	+$5.75M	0.51%	34
2024 Q3	$240M	Buy	9,168,529 +266,230	+3%	+$6.86M	0.53%	31
2024 Q2	$223M	Buy	8,902,299 +318,469	+4%	+$7.94M	0.59%	27
2024 Q1	$217M	Buy	8,583,830 +235,531	+3%	+$5.95M	0.57%	29
2023 Q4	$214M	Buy	8,348,299 +90,261	+1%	+$2.22M	0.7%	25
2023 Q3	$201M	Buy	8,258,038 +1,256,623	+18%	+$31.3M	0.98%	18
2023 Q2	$178M	Buy	7,001,415 +6,991,377	+69,649%	+$179M	0.69%	28
2023 Q1	$259K	Sell	10,038 -16,601	-62%	-$425K	﹤0.01%	1599
2022 Q4	$669K	Buy	+26,639	New	+$667K	﹤0.01%	821

Other funds holding SPAB

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners's SPAB Position: Q1 2026 in Review

Cerity Partners increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 8.7% in Q1 2026, buying an estimated $26.4M and bringing the position to 12,700,878 shares worth $325M. The position accounts for 0.46% of the portfolio, ranked #36.

Cerity Partners first reported a position in SPAB in Q4 2022 and has held it in 14 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Cerity Partners held 12,700,878 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $325M as of Q1 2026.
Cerity Partners bought 1,021,582 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $26.4M.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.46% of Cerity Partners's portfolio in Q1 2026, its #36 holding.
Cerity Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.