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 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

VisionPoint Advisory Group's CERY Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) stake by 1.2% in Q2 2026, selling an estimated $11.4K and leaving 26,862 shares worth $898K. The position accounts for 0.15% of the portfolio, ranked #159.

VisionPoint Advisory Group first reported a position in CERY in Q4 2024 and has held it in 6 quarters since. The position peaked at $958K in Q1 2026. 129 funds tracked by Wall St. Rank hold CERY as of Q2 2026.

VisionPoint Advisory Group held 26,862 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $898K as of Q2 2026.
VisionPoint Advisory Group sold 316 State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $11.4K.
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF made up 0.15% of VisionPoint Advisory Group's portfolio in Q2 2026, its #159 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 6 quarters since.
VisionPoint Advisory Group's State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF position peaked at $958K 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 VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.