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

Envestnet Portfolio Solutions’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	$44.9M	Buy	1,342,660 +153,721	+13%	+$5.54M	0.22%	80
2026 Q1	$41.9M	Buy	1,188,939 +123,602	+12%	+$3.97M	0.23%	68
2025 Q4	$30.4M	Sell	1,065,337 -119,575	-10%	-$3.51M	0.11%	103
2025 Q3	$33.9M	Buy	1,184,912 +370,564	+46%	+$10.3M	0.13%	89
2025 Q2	$22.2M	Sell	814,348 -126,418	-13%	-$3.4M	0.08%	121
2025 Q1	$26.1M	Buy	940,766 +874,355	+1,317%	+$23.6M	0.1%	104
2024 Q4	$1.72M	Buy	+66,411	New	+$1.73M	0.01%	714

Other funds holding CERY

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

CWA

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

PAS

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

APC

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

Envestnet Portfolio Solutions's CERY Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) stake by 13% in Q2 2026, buying an estimated $5.54M and bringing the position to 1,342,660 shares worth $44.9M. The position accounts for 0.22% of the portfolio, ranked #80.

Envestnet Portfolio Solutions first reported a position in CERY in Q4 2024 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold CERY as of Q2 2026.

Envestnet Portfolio Solutions held 1,342,660 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $44.9M as of Q2 2026.
Envestnet Portfolio Solutions bought 153,721 State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $5.54M.
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF made up 0.22% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #80 holding.
Envestnet Portfolio Solutions 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 7 quarters since.
53 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 Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.