Cerity Partners
SPIB icon

Cerity Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF SPIB Stock Holding History

Cerity Partners’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$26M Buy
803,983
+44,179
+6% +$1.46M 0.03% 412
2026
Q2 		$25.4M Buy
759,804
+47,369
+7% +$1.59M 0.03% 411
2026
Q1 		$23.9M Buy
712,435
+1,511
+0.2% +$51.1K 0.03% 392
2025
Q4 		$24M Buy
710,924
+17,462
+3% +$591K 0.04% 378
2025
Q3 		$23.5M Sell
693,462
-32,671
-4% -$1.1M 0.04% 349
2025
Q2 		$24.4M Sell
726,133
-16,536
-2% -$547K 0.04% 326
2025
Q1 		$24.7M Sell
742,669
-59,716
-7% -$1.97M 0.05% 293
2024
Q4 		$26.3M Buy
802,385
+16,844
+2% +$558K 0.06% 269
2024
Q3 		$26.5M Buy
785,541
+734,917
+1,452% +$24.4M 0.06% 268
2024
Q2 		$1.65M Buy
50,624
+1,067
+2% +$34.6K ﹤0.01% 997
2024
Q1 		$1.62M Sell
49,557
-13,386
-21% -$437K ﹤0.01% 1065
2023
Q4 		$2.07M Buy
62,943
+12,236
+24% +$389K 0.01% 764
2023
Q3 		$1.59M Sell
50,707
-111,832
-69% -$3.56M 0.01% 633
2023
Q2 		$5.22M Buy
162,539
+151,594
+1,385% +$4.89M 0.02% 488
2023
Q1 		$356K Buy
10,945
+2,492
+29% +$80.4K ﹤0.01% 1457
2022
Q4 		$269K Buy
+8,453
New +$267K ﹤0.01% 1192

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
American Family Investments
American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Cerity Partners's SPIB Position: Q3 2026 in Review

Cerity Partners increased its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) stake by 5.8% in Q3 2026, buying an estimated $1.46M and bringing the position to 803,983 shares worth $26M. The position accounts for 0.03% of the portfolio, ranked #412.

Cerity Partners first reported a position in SPIB in Q4 2022 and has held it in 16 quarters since. The position peaked at $26.5M in Q3 2024. 533 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

  • Cerity Partners held 803,983 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $26M as of Q3 2026.
  • Cerity Partners bought 44,179 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $1.46M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 0.03% of Cerity Partners's portfolio in Q3 2026, its #412 holding.
  • Cerity Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q4 2022 and has held it in 16 quarters since.
  • Cerity Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $26.5M in Q3 2024.
  • 533 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.