Cerity Partners
SPTM icon

Cerity Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Cerity Partners’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.6M Sell
733,767
-9,225
-1% -$812K 0.08% 206
2026
Q1 		$58.7M Sell
742,992
-3,401
-0.5% -$281K 0.08% 212
2025
Q4 		$61.6M Buy
746,393
+45,672
+7% +$3.73M 0.09% 198
2025
Q3 		$56.5M Buy
700,721
+2,302
+0.3% +$179K 0.09% 192
2025
Q2 		$52.3M Buy
698,419
+90,823
+15% +$6.3M 0.09% 189
2025
Q1 		$41.3M Sell
607,596
-2,224
-0.4% -$159K 0.08% 213
2024
Q4 		$43.6M Buy
609,820
+21,294
+4% +$1.53M 0.09% 183
2024
Q3 		$41.2M Buy
588,526
+177
+0% +$12K 0.09% 196
2024
Q2 		$39M Sell
588,349
-9,480
-2% -$607K 0.1% 185
2024
Q1 		$38.4M Sell
597,829
-2,036
-0.3% -$124K 0.1% 190
2023
Q4 		$35.1M Buy
599,865
+12,975
+2% +$708K 0.12% 172
2023
Q3 		$30.8M Buy
586,890
+402,024
+217% +$22M 0.15% 147
2023
Q2 		$10.1M Buy
184,866
+179,923
+3,640% +$9.28M 0.04% 345
2023
Q1 		$249K Hold
4,943
– – ﹤0.01% 1627
2022
Q4 		$234K Hold
4,943
– – ﹤0.01% 1251
2022
Q3 		$218K Sell
4,943
-665
-12% -$32.6K ﹤0.01% 1024
2022
Q2 		$261K Hold
5,608
– – ﹤0.01% 966
2022
Q1 		$312K Buy
+5,608
New +$307K ﹤0.01% 715

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's SPTM Position: Q2 2026 in Review

Cerity Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.2% in Q2 2026, selling an estimated $812K and leaving 733,767 shares worth $66.6M. The position accounts for 0.08% of the portfolio, ranked #206.

Cerity Partners first reported a position in SPTM in Q1 2022 and has held it in 18 quarters since. 730 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Cerity Partners held 733,767 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $66.6M as of Q2 2026.
  • Cerity Partners sold 9,225 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $812K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.08% of Cerity Partners's portfolio in Q2 2026, its #206 holding.
  • Cerity Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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