Steward Partners Investment Advisory’s State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF CERY Stock Holding History

Steward Partners Investment Advisory’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	$33.4K	Sell	1,000 -250	-20%	-$9.01K	﹤0.01%	3171
2026 Q1	$44K	Buy	+1,250	New	+$40.2K	﹤0.01%	2856
2025 Q4	–	Sell	-1,187	Closed	-$34K	–	4494
2025 Q3	$34K	Buy	+1,187	New	+$33.1K	﹤0.01%	2802

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

Steward Partners Investment Advisory's CERY Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) stake by 20% in Q2 2026, selling an estimated $9.01K and leaving 1,000 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3171.

Steward Partners Investment Advisory first reported a position in CERY in Q3 2025 and has held it in 3 quarters since. The position peaked at $44K in Q1 2026. 129 funds tracked by Wall St. Rank hold CERY as of Q2 2026.

Steward Partners Investment Advisory held 1,000 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $33.4K as of Q2 2026.
Steward Partners Investment Advisory sold 250 State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $9.01K.
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3171 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in Q3 2025 and has held it in 3 quarters since.
Steward Partners Investment Advisory's State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF position peaked at $44K in Q1 2026.
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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.