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

Strategic Investment Advisors’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	$192K	Sell	5,738 -1,259	-18%	-$45.4K	0.01%	320
2026 Q1	$247K	Buy	+6,997	New	+$225K	0.02%	284
2025 Q2	–	Sell	-8,358	Closed	-$232K	–	254
2025 Q1	$232K	Buy	+8,358	New	+$226K	0.02%	227

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

Strategic Investment Advisors's CERY Position: Q2 2026 in Review

Strategic Investment Advisors reduced its State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) stake by 18% in Q2 2026, selling an estimated $45.4K and leaving 5,738 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #320.

Strategic Investment Advisors first reported a position in CERY in Q1 2025 and has held it in 3 quarters since. The position peaked at $247K in Q1 2026. 129 funds tracked by Wall St. Rank hold CERY as of Q2 2026.

Strategic Investment Advisors held 5,738 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $192K as of Q2 2026.
Strategic Investment Advisors sold 1,259 State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $45.4K.
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #320 holding.
Strategic Investment Advisors 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 3 quarters since.
Strategic Investment Advisors's State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF position peaked at $247K 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 Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.