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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.14M Buy
60,745
+8,239
+16% +$265K 0.59% 33
2025
Q4
$1.5M Buy
52,506
+3,571
+7% +$105K 0.43% 44
2025
Q3
$1.4M Buy
48,935
+1,697
+4% +$47.3K 0.42% 47
2025
Q2
$1.29M Buy
47,238
+4,616
+11% +$124K 0.4% 44
2025
Q1
$1.18M Buy
+42,622
New +$1.15M 0.4% 45

Other funds holding CERY

Valtinson Bruner Financial Planning's CERY Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) stake by 16% in Q1 2026, buying an estimated $265K and bringing the position to 60,745 shares worth $2.14M. The position accounts for 0.59% of the portfolio, ranked #33.

Valtinson Bruner Financial Planning first reported a position in CERY in Q1 2025 and has held it in 5 quarters since. 125 funds tracked by Wall St. Rank hold CERY as of Q1 2026.

  • Valtinson Bruner Financial Planning held 60,745 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $2.14M as of Q1 2026.
  • Valtinson Bruner Financial Planning bought 8,239 State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF shares in Q1 2026, an estimated $265K.
  • State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF made up 0.59% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #33 holding.
  • Valtinson Bruner Financial Planning 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 5 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 Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.