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 Q2	$2.11M	Sell	70,318 -11,179	-14%	-$335K	﹤0.01%	1563
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners's SPSB Position: Q2 2026 in Review

Cerity Partners reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 14% in Q2 2026, selling an estimated $335K and leaving 70,318 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Cerity Partners first reported a position in SPSB in Q1 2021 and has held it in 20 quarters since. The position peaked at $13.4M in Q2 2022. 577 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Cerity Partners held 70,318 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.11M as of Q2 2026.
Cerity Partners sold 11,179 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $335K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1563 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 20 quarters since.
Cerity Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $13.4M in Q2 2022.
577 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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