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

Leo Wealth 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 Q3	$4.11M	Buy	+104,747	New	+$3.91M	0.87%	27
2026 Q1	$4.48M	Buy	127,061 +5,274	+4%	+$170K	0.33%	64
2025 Q4	$3.48M	Sell	121,787 -15,932	-12%	-$467K	0.25%	72
2025 Q3	$3.95M	Sell	137,719 -1,187	-0.9%	-$33.1K	0.51%	40
2025 Q2	$3.78M	Sell	138,906 -1,029	-0.7%	-$27.7K	0.29%	68
2025 Q1	$3.88M	Buy	+139,935	New	+$3.78M	0.56%	39

Other funds holding CERY

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Continuum Wealth Advisors Saratoga Springs, New York $307M AUM 19.33% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Leo Wealth LLC's CERY Position: Q3 2026 in Review

Leo Wealth LLC opened a new position in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) in Q3 2026: 104,747 shares worth $4.11M. The stake represents 0.87% of the portfolio and ranks #27 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in CERY as recently as Q1 2026.

Leo Wealth LLC first reported a position in CERY in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.48M in Q1 2026. 69 funds tracked by Wall St. Rank hold CERY as of Q3 2026.

Leo Wealth LLC held 104,747 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $4.11M as of Q3 2026.
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF was a new Leo Wealth LLC position in Q3 2026.
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF made up 0.87% of Leo Wealth LLC's portfolio in Q3 2026, its #27 holding.
Leo Wealth LLC first reported a position in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in Q1 2025 and has held it in 6 quarters since.
Leo Wealth LLC's State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF position peaked at $4.48M in Q1 2026.
69 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 Leo Wealth LLC's 13F filing for Q3 2026, filed 26 Oct 2026.