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 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 $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Steward Partners Investment Advisory's CERY Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) in Q1 2026: 1,250 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #2856 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in CERY as recently as Q3 2025.

Steward Partners Investment Advisory first reported a position in CERY in Q3 2025 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold CERY as of Q1 2026.

Steward Partners Investment Advisory held 1,250 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $44K as of Q1 2026.
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF was a new Steward Partners Investment Advisory position in Q1 2026.
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 Q1 2026, its #2856 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 2 quarters since.
125 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.