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

Betterment LLC’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 Q2	$502K	Buy	15,026 +1,280	+9%	+$46.1K	﹤0.01%	481
2026 Q1	$484K	Buy	13,746 +517	+4%	+$16.6K	﹤0.01%	443
2025 Q4	$378K	Sell	13,229 -106	-0.8%	-$3.11K	﹤0.01%	455
2025 Q3	$382K	Buy	13,335 +2,387	+22%	+$66.6K	﹤0.01%	425
2025 Q2	$298K	Buy	+10,948	New	+$294K	﹤0.01%	432

Other funds holding CERY

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

CWA

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PAS

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

Betterment LLC's CERY Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) stake by 9.3% in Q2 2026, buying an estimated $46.1K and bringing the position to 15,026 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Betterment LLC first reported a position in CERY in Q2 2025 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold CERY as of Q2 2026.

Betterment LLC held 15,026 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $502K as of Q2 2026.
Betterment LLC bought 1,280 State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $46.1K.
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #481 holding.
Betterment LLC first reported a position in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in Q2 2025 and has held it in 5 quarters since.
130 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.