Cerity Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Cerity Partners’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.9M	Buy	431,825 +4,014	+0.9%	+$214K	0.03%	416
2026 Q1	$20.7M	Buy	427,811 +302,971	+243%	+$15M	0.03%	440
2025 Q4	$5.85M	Buy	124,840 +5,938	+5%	+$277K	0.01%	858
2025 Q3	$5.51M	Buy	118,902 +183	+0.2%	+$8.21K	0.01%	815
2025 Q2	$5.06M	Buy	118,719 +19,182	+19%	+$774K	0.01%	796
2025 Q1	$4.06M	Sell	99,537 -6,896	-6%	-$304K	0.01%	814
2024 Q4	$4.78M	Buy	106,433 +12,455	+13%	+$579K	0.01%	730
2024 Q3	$4.28M	Sell	93,978 -2,020	-2%	-$88.7K	0.01%	763
2024 Q2	$3.99M	Sell	95,998 -1,108	-1%	-$46.2K	0.01%	678
2024 Q1	$4.18M	Sell	97,106 -167	-0.2%	-$6.9K	0.01%	700
2023 Q4	$4.1M	Sell	97,273 -843	-0.9%	-$31.8K	0.01%	583
2023 Q3	$3.62M	Buy	98,116 +18,771	+24%	+$731K	0.02%	477
2023 Q2	$3.08M	Buy	79,345 +67,194	+553%	+$2.5M	0.01%	617
2023 Q1	$459K	Buy	12,151 +1	+0%	+$39	﹤0.01%	1333
2022 Q4	$449K	Buy	+12,150	New	+$455K	﹤0.01%	981

Other funds holding SPSM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cerity Partners's SPSM Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.94% in Q2 2026, buying an estimated $214K and bringing the position to 431,825 shares worth $24.9M. The position accounts for 0.03% of the portfolio, ranked #416.

Cerity Partners first reported a position in SPSM in Q4 2022 and has held it in 15 quarters since. 1,008 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Cerity Partners held 431,825 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $24.9M as of Q2 2026.
Cerity Partners bought 4,014 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $214K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #416 holding.
Cerity Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,008 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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