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

VisionPoint Advisory Group’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 Q3	$988K	Sell	25,195 -1,667	-6%	-$62.2K	0.16%	146
2026 Q2	$898K	Sell	26,862 -316	-1%	-$11.4K	0.15%	159
2026 Q1	$958K	Buy	27,178 +9,008	+50%	+$290K	0.18%	124
2025 Q4	$519K	Sell	18,170 -6,969	-28%	-$204K	0.1%	208
2025 Q3	$720K	Buy	25,139 +7,196	+40%	+$201K	0.14%	163
2025 Q2	$489K	Buy	+17,943	New	+$482K	0.11%	189
2025 Q1	–	Sell	-2,505	Closed	-$65.2K	–	325
2024 Q4	$65.2K	Buy	+2,505	New	+$65.2K	0.02%	266

Other funds holding CERY

AFFA

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VisionPoint Advisory Group's CERY Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) stake by 6.2% in Q3 2026, selling an estimated $62.2K and leaving 25,195 shares worth $988K. The position accounts for 0.16% of the portfolio, ranked #146.

VisionPoint Advisory Group first reported a position in CERY in Q4 2024 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold CERY as of Q3 2026.

VisionPoint Advisory Group held 25,195 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $988K as of Q3 2026.
VisionPoint Advisory Group sold 1,667 State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF shares in Q3 2026, an estimated $62.2K.
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF made up 0.16% of VisionPoint Advisory Group's portfolio in Q3 2026, its #146 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in Q4 2024 and has held it in 7 quarters since.
8 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.