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Beacon Financial Strategies’s State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF CERY Stock Holding History

Beacon Financial Strategies’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
2026
Q3 		$7.29K Buy
+186
New +$6.95K ﹤0.01% 193

Other funds holding CERY

AFFA
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Beacon Financial Strategies's CERY Position: Q3 2026 in Review

Beacon Financial Strategies opened a new position in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) in Q3 2026: 186 shares worth $7.29K. The stake represents ﹤0.01% of the portfolio and ranks #193 among its holdings.

11 funds tracked by Wall St. Rank hold CERY as of Q3 2026.

  • Beacon Financial Strategies held 186 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $7.29K as of Q3 2026.
  • State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF was a new Beacon Financial Strategies position in Q3 2026.
  • State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q3 2026, its #193 holding.
  • 11 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF as of Q3 2026.

Based on Beacon Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.