Cerity Partners’s State Street SPDR Portfolio Treasury ETF SPTB Stock Holding History

Cerity Partners’s Portfolio SPTB Stock Details SPTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$261K	Buy	+8,697	New	+$261K	﹤0.01%	2887

Other funds holding SPTB

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Schwallier Wealth Management Grand Rapids, Michigan $158M AUM 16.81% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Cerity Partners's SPTB Position: Q2 2026 in Review

Cerity Partners opened a new position in State Street SPDR Portfolio Treasury ETF (SPTB) in Q2 2026: 8,697 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #2887 among its holdings.

44 funds tracked by Wall St. Rank hold SPTB as of Q2 2026.

Cerity Partners held 8,697 shares of State Street SPDR Portfolio Treasury ETF worth $261K as of Q2 2026.
State Street SPDR Portfolio Treasury ETF was a new Cerity Partners position in Q2 2026.
State Street SPDR Portfolio Treasury ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2887 holding.
44 funds tracked by Wall St. Rank held State Street SPDR Portfolio Treasury ETF as of Q2 2026.

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