Cerity Partners
SPIB icon

Cerity Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond 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
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 $445B AUM 25.58% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Cerity Partners's SPIB Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6.6% in Q2 2026, buying an estimated $1.59M and bringing the position to 759,804 shares worth $25.4M. The position accounts for 0.03% of the portfolio, ranked #411.

Cerity Partners first reported a position in SPIB in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.5M in Q3 2024. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Cerity Partners held 759,804 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $25.4M as of Q2 2026.
  • Cerity Partners bought 47,369 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.59M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #411 holding.
  • Cerity Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $26.5M in Q3 2024.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.