Aveo Capital Partners’s State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF CERY Stock Holding History

Aveo Capital Partners’s Portfolio CERY Stock Details CERY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-19,511	Closed	-$505K	–	353
2024 Q4	$505K	Buy	+19,511	New	+$508K	0.06%	204

Other funds holding CERY

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return

Aveo Capital Partners's CERY Position: Q1 2025 in Review

Aveo Capital Partners sold out of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) in Q1 2025, closing a stake of 19,511 shares — an estimated $505K sold.

Aveo Capital Partners first reported a position in CERY in Q4 2024 and held it in 1 quarter. The position peaked at $505K in Q4 2024. 71 funds tracked by Wall St. Rank hold CERY as of Q1 2025.

Aveo Capital Partners reported no remaining State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 19,511 State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF shares in Q1 2025, an estimated $505K.
Aveo Capital Partners first reported a position in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in Q4 2024 and held it in 1 quarter.
Aveo Capital Partners's State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF position peaked at $505K in Q4 2024.
71 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.