Cerity Partners
SPIP icon

Cerity Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Cerity Partners’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.3M Buy
830,222
+4,283
+0.5% +$111K 0.03% 464
2026
Q1 		$21.5M Sell
825,939
-10,181
-1% -$266K 0.03% 427
2025
Q4 		$21.7M Sell
836,120
-2,238
-0.3% -$58.7K 0.03% 398
2025
Q3 		$22.1M Sell
838,358
-29,117
-3% -$761K 0.04% 361
2025
Q2 		$22.6M Sell
867,475
-32,048
-4% -$828K 0.04% 338
2025
Q1 		$23.7M Buy
899,523
+3,578
+0.4% +$92.3K 0.05% 300
2024
Q4 		$22.7M Buy
895,945
+7,150
+0.8% +$184K 0.05% 295
2024
Q3 		$23.4M Sell
888,795
-26,838
-3% -$694K 0.05% 289
2024
Q2 		$23.3M Buy
915,633
+15,933
+2% +$403K 0.06% 253
2024
Q1 		$23.1M Sell
899,700
-206,807
-19% -$5.29M 0.06% 267
2023
Q4 		$28.3M Buy
1,106,507
+356,862
+48% +$8.93M 0.09% 204
2023
Q3 		$18.6M Buy
749,645
+259,474
+53% +$6.58M 0.09% 202
2023
Q2 		$12.7M Sell
490,171
-159,319
-25% -$4.17M 0.05% 319
2023
Q1 		$17.3M Buy
649,490
+386,546
+147% +$10.1M 0.04% 259
2022
Q4 		$15.9M Buy
262,944
+16,300
+7% +$420K 0.1% 196
2022
Q3 		$6.25M Buy
246,644
+1,789
+0.7% +$49K 0.08% 207
2022
Q2 		$6.74M Buy
244,855
+221,600
+953% +$6.37M 0.07% 217
2022
Q1 		$704K Buy
+23,255
New +$711K 0.01% 512

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Cerity Partners's SPIP Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 0.52% in Q2 2026, buying an estimated $111K and bringing the position to 830,222 shares worth $21.3M. The position accounts for 0.03% of the portfolio, ranked #464.

Cerity Partners first reported a position in SPIP in Q1 2022 and has held it in 18 quarters since. The position peaked at $28.3M in Q4 2023. 194 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Cerity Partners held 830,222 shares of State Street SPDR Portfolio TIPS ETF worth $21.3M as of Q2 2026.
  • Cerity Partners bought 4,283 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $111K.
  • State Street SPDR Portfolio TIPS ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #464 holding.
  • Cerity Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and has held it in 18 quarters since.
  • Cerity Partners's State Street SPDR Portfolio TIPS ETF position peaked at $28.3M in Q4 2023.
  • 194 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

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