Outlook Wealth Advisors’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
Q3
$507K Sell
12,915
-6,912
-35% -$258K 0.11% 185
2026
Q2
$662K Buy
19,827
+516
+3% +$18.6K 0.14% 150
2026
Q1
$681K Buy
19,311
+5,309
+38% +$171K 0.16% 134
2025
Q4
$400K Sell
14,002
-9,755
-41% -$286K 0.09% 190
2025
Q3
$681K Buy
23,757
+11,918
+101% +$332K 0.17% 128
2025
Q2
$322K Sell
11,839
-9,124
-44% -$245K 0.08% 217
2025
Q1
$581K Buy
20,963
+11,110
+113% +$300K 0.16% 124
2024
Q4
$255K Buy
+9,853
New +$256K 0.07% 228

Other funds holding CERY

Outlook Wealth Advisors's CERY Position: Q3 2026 in Review

Outlook Wealth Advisors reduced its State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) stake by 35% in Q3 2026, selling an estimated $258K and leaving 12,915 shares worth $507K. The position accounts for 0.11% of the portfolio, ranked #185.

Outlook Wealth Advisors first reported a position in CERY in Q4 2024 and has held it in 8 quarters since. The position peaked at $681K in Q3 2025. 111 funds tracked by Wall St. Rank hold CERY as of Q3 2026.

  • Outlook Wealth Advisors held 12,915 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $507K as of Q3 2026.
  • Outlook Wealth Advisors sold 6,912 State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF shares in Q3 2026, an estimated $258K.
  • State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF made up 0.11% of Outlook Wealth Advisors's portfolio in Q3 2026, its #185 holding.
  • Outlook Wealth Advisors 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 8 quarters since.
  • Outlook Wealth Advisors's State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF position peaked at $681K in Q3 2025.
  • 111 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 Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.