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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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