Cerity Partners
SPMD icon

Cerity Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Cerity Partners’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.9M Buy
387,471
+243,175
+169% +$14.8M 0.03% 404
2025
Q4 		$8.36M Buy
144,296
+16,129
+13% +$926K 0.01% 715
2025
Q3 		$7.33M Sell
128,167
-241
-0.2% -$13.6K 0.01% 713
2025
Q2 		$6.98M Buy
128,408
+45,056
+54% +$2.32M 0.01% 674
2025
Q1 		$4.27M Sell
83,352
-1,452
-2% -$79.1K 0.01% 793
2024
Q4 		$4.64M Buy
84,804
+6,435
+8% +$362K 0.01% 745
2024
Q3 		$4.29M Sell
78,369
-703
-0.9% -$37.2K 0.01% 760
2024
Q2 		$4.06M Sell
79,072
-2,425
-3% -$125K 0.01% 673
2024
Q1 		$4.35M Sell
81,497
-1,926
-2% -$95.8K 0.01% 680
2023
Q4 		$4.06M Sell
83,423
-1,254
-1% -$55.9K 0.01% 588
2023
Q3 		$3.71M Sell
84,677
-1,122
-1% -$51.6K 0.02% 470
2023
Q2 		$3.94M Buy
+85,799
New +$3.75M 0.02% 552

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