Cerity Partners
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Cerity Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Cerity Partners’s Portfolio SPTS Stock Details SPTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92.7M Buy
3,196,896
+68,484
+2% +$1.99M 0.11% 165
2026
Q1 		$91.3M Buy
3,128,412
+80,231
+3% +$2.35M 0.13% 152
2025
Q4 		$89.3M Buy
3,048,181
+266,521
+10% +$7.81M 0.13% 148
2025
Q3 		$81.6M Buy
2,781,660
+13,661
+0.5% +$399K 0.13% 149
2025
Q2 		$81.1M Sell
2,767,999
-71,764
-3% -$2.09M 0.14% 146
2025
Q1 		$83M Sell
2,839,763
-74,765
-3% -$2.17M 0.17% 129
2024
Q4 		$84.6M Buy
2,914,528
+57,604
+2% +$1.67M 0.18% 115
2024
Q3 		$84M Buy
2,856,924
+45,475
+2% +$1.33M 0.19% 121
2024
Q2 		$81.2M Buy
2,811,449
+372,418
+15% +$10.7M 0.21% 103
2024
Q1 		$70.5M Sell
2,439,031
-81,839
-3% -$2.37M 0.19% 121
2023
Q4 		$73.2M Sell
2,520,870
-113,312
-4% -$3.26M 0.24% 99
2023
Q3 		$75.7M Sell
2,634,182
-117,651
-4% -$3.38M 0.37% 71
2023
Q2 		$79.2M Buy
2,751,833
+2,744,433
+37,087% +$79.7M 0.31% 74
2023
Q1 		$216K Sell
7,400
-450
-6% -$13.1K ﹤0.01% 1674
2022
Q4 		$227K Buy
+7,850
New +$227K ﹤0.01% 1272
2022
Q3 		– Sell
-9,371
Closed -$271K – 1255
2022
Q2 		$271K Sell
9,371
-48,976
-84% -$1.45M ﹤0.01% 946
2022
Q1 		$1.73M Sell
58,347
-5,393
-8% -$162K 0.03% 350
2021
Q4 		$1.94M Sell
63,740
-9,424
-13% -$288K 0.03% 326
2021
Q3 		$2.24M Sell
73,164
-8,450
-10% -$259K 0.05% 250
2021
Q2 		$2.5M Sell
81,614
-28,695
-26% -$880K 0.05% 234
2021
Q1 		$3.38M Buy
+110,309
New +$3.38M 0.08% 182

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's SPTS Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 2.2% in Q2 2026, buying an estimated $1.99M and bringing the position to 3,196,896 shares worth $92.7M. The position accounts for 0.11% of the portfolio, ranked #165.

Cerity Partners first reported a position in SPTS in Q1 2021 and has held it in 21 quarters since. 374 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Cerity Partners held 3,196,896 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $92.7M as of Q2 2026.
  • Cerity Partners bought 68,484 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $1.99M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 0.11% of Cerity Partners's portfolio in Q2 2026, its #165 holding.
  • Cerity Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q1 2021 and has held it in 21 quarters since.
  • 374 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

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