Cerity Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Cerity Partners’s Portfolio SPTL Stock Details SPTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.5M	Buy	551,209 +121,119	+28%	+$3.16M	0.02%	595
2026 Q1	$11.3M	Buy	+430,090	New	+$11.5M	0.02%	636
2022 Q4	–	Sell	-168,549	Closed	-$5M	–	1521
2022 Q3	$5M	Sell	168,549 -19,090	-10%	-$620K	0.06%	232
2022 Q2	$6.2M	Buy	187,639 +29,329	+19%	+$993K	0.07%	226
2022 Q1	$5.99M	Buy	158,310 +2,000	+1%	+$78.8K	0.09%	175
2021 Q4	$6.59M	Hold	156,310	–	–	0.1%	170
2021 Q3	$6.45M	Hold	156,310	–	–	0.14%	136
2021 Q2	$6.46M	Sell	156,310 -3,078	-2%	-$123K	0.14%	137
2021 Q1	$6.21M	Buy	+159,388	New	+$6.63M	0.15%	133

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cerity Partners's SPTL Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 28% in Q2 2026, buying an estimated $3.16M and bringing the position to 551,209 shares worth $14.5M. The position accounts for 0.02% of the portfolio, ranked #595.

Cerity Partners first reported a position in SPTL in Q1 2021 and has held it in 9 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Cerity Partners held 551,209 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $14.5M as of Q2 2026.
Cerity Partners bought 121,119 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $3.16M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #595 holding.
Cerity Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2021 and has held it in 9 quarters since.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

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