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

EverSource Wealth Advisors’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 Q4	–	Sell	-49	Closed	-$1.4K	–	4485
2025 Q3	$1.4K	Buy	+49	New	+$1.37K	﹤0.01%	3646

Other funds holding CERY

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

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

PAS

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

APW

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EverSource Wealth Advisors's CERY Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) in Q4 2025, closing a stake of 49 shares — an estimated $1.4K sold.

EverSource Wealth Advisors first reported a position in CERY in Q3 2025 and held it in 1 quarter. The position peaked at $1.4K in Q3 2025. 100 funds tracked by Wall St. Rank hold CERY as of Q4 2025.

EverSource Wealth Advisors reported no remaining State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 49 State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF shares in Q4 2025, an estimated $1.4K.
EverSource Wealth Advisors first reported a position in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in Q3 2025 and held it in 1 quarter.
EverSource Wealth Advisors's State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF position peaked at $1.4K in Q3 2025.
100 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.