Sowell Financial Services’s State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF CERY Stock Holding History

Sowell Financial Services’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	$227K	Buy	6,783 +889	+15%	+$32K	0.01%	1006
2026 Q1	$208K	Buy	+5,894	New	+$189K	0.01%	1039

Other funds holding CERY

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

CWA

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PAS

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

Sowell Financial Services's CERY Position: Q2 2026 in Review

Sowell Financial Services increased its State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) stake by 15% in Q2 2026, buying an estimated $32K and bringing the position to 6,783 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #1006.

Sowell Financial Services first reported a position in CERY in Q1 2026 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold CERY as of Q2 2026.

Sowell Financial Services held 6,783 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $227K as of Q2 2026.
Sowell Financial Services bought 889 State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $32K.
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1006 holding.
Sowell Financial Services first reported a position in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in Q1 2026 and has held it in 2 quarters since.
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 Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.