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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-10,781
Closed -$380K 205
2026
Q1
$380K Sell
10,781
-584
-5% -$18.8K 0.13% 155
2025
Q4
$324K Sell
11,365
-7,982
-41% -$234K 0.12% 162
2025
Q3
$554K Buy
19,347
+9,083
+88% +$253K 0.22% 112
2025
Q2
$279K Sell
10,264
-6,655
-39% -$179K 0.13% 145
2025
Q1
$469K Buy
16,919
+6,093
+56% +$165K 0.21% 114
2024
Q4
$280K Buy
+10,826
New +$282K 0.13% 139

Other funds holding CERY

Iams Wealth Management's CERY Position: Q2 2026 in Review

Iams Wealth Management sold out of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) in Q2 2026, closing a stake of 10,781 shares — an estimated $380K sold.

Iams Wealth Management first reported a position in CERY in Q4 2024 and held it in 6 quarters. The position peaked at $554K in Q3 2025. 129 funds tracked by Wall St. Rank hold CERY as of Q2 2026.

  • Iams Wealth Management reported no remaining State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF position as of Q2 2026 after selling out during the quarter.
  • Iams Wealth Management sold 10,781 State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $380K.
  • Iams Wealth Management first reported a position in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in Q4 2024 and held it in 6 quarters.
  • Iams Wealth Management's State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF position peaked at $554K in Q3 2025.
  • 129 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 Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.