SHJ
CERY

Sharkey, Howes & Javer’s State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF CERY Stock Holding History

Sharkey, Howes & Javer’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 		$1.18M Sell
35,411
-39,381
-53% -$1.42M 0.14% 79
2026
Q1 		$2.64M Buy
74,792
+7,178
+11% +$231K 0.36% 46
2025
Q4 		$1.93M Sell
67,614
-33,041
-33% -$969K 0.25% 59
2025
Q3 		$2.88M Buy
100,655
+34,354
+52% +$958K 0.37% 50
2025
Q2 		$1.81M Sell
66,301
-65,599
-50% -$1.76M 0.24% 68
2025
Q1 		$3.65M Buy
+131,900
New +$3.57M 0.52% 40

Other funds holding CERY

APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 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
LFG
Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Sharkey, Howes & Javer's CERY Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) stake by 53% in Q2 2026, selling an estimated $1.42M and leaving 35,411 shares worth $1.18M. The position accounts for 0.14% of the portfolio, ranked #79.

Sharkey, Howes & Javer first reported a position in CERY in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.65M in Q1 2025. 13 funds tracked by Wall St. Rank hold CERY as of Q2 2026.

  • Sharkey, Howes & Javer held 35,411 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $1.18M as of Q2 2026.
  • Sharkey, Howes & Javer sold 39,381 State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $1.42M.
  • State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF made up 0.14% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #79 holding.
  • Sharkey, Howes & Javer 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.
  • Sharkey, Howes & Javer's State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF position peaked at $3.65M in Q1 2025.
  • 13 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 Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.