Cerity Partners
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Cerity Partners’s State Street SPDR Portfolio Short Term Treasury Index 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
Q3 		$94.8M Buy
3,305,445
+108,549
+3% +$3.13M 0.11% 163
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cerity Partners's SPTS Position: Q3 2026 in Review

Cerity Partners increased its State Street SPDR Portfolio Short Term Treasury Index ETF (SPTS) stake by 3.4% in Q3 2026, buying an estimated $3.13M and bringing the position to 3,305,445 shares worth $94.8M. The position accounts for 0.11% of the portfolio, ranked #163.

Cerity Partners first reported a position in SPTS in Q1 2021 and has held it in 22 quarters since. 371 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

  • Cerity Partners held 3,305,445 shares of State Street SPDR Portfolio Short Term Treasury Index ETF worth $94.8M as of Q3 2026.
  • Cerity Partners bought 108,549 State Street SPDR Portfolio Short Term Treasury Index ETF shares in Q3 2026, an estimated $3.13M.
  • State Street SPDR Portfolio Short Term Treasury Index ETF made up 0.11% of Cerity Partners's portfolio in Q3 2026, its #163 holding.
  • Cerity Partners first reported a position in State Street SPDR Portfolio Short Term Treasury Index ETF in Q1 2021 and has held it in 22 quarters since.
  • 371 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury Index ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.