Cerity Partners
SPSB icon

Cerity Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Cerity Partners’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.45M Buy
81,497
+44,515
+120% +$1.34M ﹤0.01% 1375
2025
Q4 		$1.12M Buy
36,982
+20,079
+119% +$607K ﹤0.01% 1662
2025
Q3 		$512K Buy
16,903
+2,101
+14% +$63.4K ﹤0.01% 1955
2025
Q2 		$447K Buy
14,802
+497
+3% +$14.9K ﹤0.01% 1928
2025
Q1 		$431K Sell
14,305
-2,641
-16% -$79.1K ﹤0.01% 1853
2024
Q4 		$507K Buy
16,946
+2,625
+18% +$78.7K ﹤0.01% 1754
2024
Q3 		$434K Buy
14,321
+2,562
+22% +$76.9K ﹤0.01% 1849
2024
Q2 		$349K Buy
+11,759
New +$348K ﹤0.01% 1733
2024
Q1 		– Sell
-9,051
Closed -$269K – 2348
2023
Q4 		$269K Buy
+9,051
New +$266K ﹤0.01% 1571
2023
Q3 		– Sell
-14,674
Closed -$432K – 1681
2023
Q2 		$432K Sell
14,674
-35,278
-71% -$1.04M ﹤0.01% 1247
2023
Q1 		$1.48M Sell
49,952
-274,602
-85% -$8.1M ﹤0.01% 820
2022
Q4 		$9.54M Sell
324,554
-5,167
-2% -$151K 0.06% 272
2022
Q3 		$9.63M Sell
329,721
-122,273
-27% -$3.63M 0.12% 156
2022
Q2 		$13.4M Buy
451,994
+256,422
+131% +$7.66M 0.15% 138
2022
Q1 		$5.89M Buy
195,572
+27,641
+16% +$843K 0.09% 177
2021
Q4 		$5.2M Buy
167,931
+126,725
+308% +$3.94M 0.08% 199
2021
Q3 		$1.29M Hold
41,206
– – 0.03% 326
2021
Q2 		$1.29M Buy
41,206
+5,371
+15% +$168K 0.03% 330
2021
Q1 		$1.12M Buy
+35,835
New +$1.12M 0.03% 337

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners's SPSB Position: Q1 2026 in Review

Cerity Partners increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 120% in Q1 2026, buying an estimated $1.34M and bringing the position to 81,497 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Cerity Partners first reported a position in SPSB in Q1 2021 and has held it in 19 quarters since. The position peaked at $13.4M in Q2 2022. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Cerity Partners held 81,497 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.45M as of Q1 2026.
  • Cerity Partners bought 44,515 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $1.34M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1375 holding.
  • Cerity Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2021 and has held it in 19 quarters since.
  • Cerity Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $13.4M in Q2 2022.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.