Cerity Partners
SPTI icon

Cerity Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Cerity Partners’s Portfolio SPTI Stock Details SPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Sell
45,963
-9,964
-18% -$283K ﹤0.01% 1832
2026
Q1 		$1.6M Buy
55,927
+19,468
+53% +$561K ﹤0.01% 1599
2025
Q4 		$1.05M Buy
36,459
+6,511
+22% +$188K ﹤0.01% 1694
2025
Q3 		$868K Sell
29,948
-2,751
-8% -$79K ﹤0.01% 1660
2025
Q2 		$938K Buy
32,699
+15,992
+96% +$455K ﹤0.01% 1543
2025
Q1 		$477K Sell
16,707
-8,180
-33% -$230K ﹤0.01% 1777
2024
Q4 		$694K Buy
24,887
+8,352
+51% +$236K ﹤0.01% 1586
2024
Q3 		$480K Buy
16,535
+403
+2% +$11.6K ﹤0.01% 1791
2024
Q2 		$452K Buy
+16,132
New +$449K ﹤0.01% 1593

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners's SPTI Position: Q2 2026 in Review

Cerity Partners reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 18% in Q2 2026, selling an estimated $283K and leaving 45,963 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Cerity Partners first reported a position in SPTI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Cerity Partners held 45,963 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $1.3M as of Q2 2026.
  • Cerity Partners sold 9,964 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $283K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1832 holding.
  • Cerity Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
  • Cerity Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.6M in Q1 2026.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

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