Balboa Wealth Partners’s State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF CERY Stock Holding History
Bought
Maintained
Sold
Other funds holding CERY
CIM
PAS
TI
Balboa Wealth Partners's CERY Position: Q1 2026 in Review
Balboa Wealth Partners increased its State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) stake by 41% in Q1 2026, buying an estimated $190K and bringing the position to 20,484 shares worth $722K. The position accounts for 0.12% of the portfolio, ranked #142.
Balboa Wealth Partners first reported a position in CERY in Q4 2024 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold CERY as of Q1 2026.
- Balboa Wealth Partners held 20,484 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $722K as of Q1 2026.
- Balboa Wealth Partners bought 5,919 State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF shares in Q1 2026, an estimated $190K.
- State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF made up 0.12% of Balboa Wealth Partners's portfolio in Q1 2026, its #142 holding.
- Balboa Wealth Partners first reported a position in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in Q4 2024 and has held it in 6 quarters since.
- 125 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF as of Q1 2026.
Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.