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

WealthPoint Financial’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	$663K	Buy	19,838 +1,663	+9%	+$59.9K	0.48%	50
2026 Q1	$640K	Buy	18,175 +7,185	+65%	+$231K	0.54%	48
2025 Q4	$314K	Buy	+10,990	New	+$322K	0.27%	84

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

WealthPoint Financial's CERY Position: Q2 2026 in Review

WealthPoint Financial increased its State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) stake by 9.1% in Q2 2026, buying an estimated $59.9K and bringing the position to 19,838 shares worth $663K. The position accounts for 0.48% of the portfolio, ranked #50.

WealthPoint Financial first reported a position in CERY in Q4 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold CERY as of Q2 2026.

WealthPoint Financial held 19,838 shares of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF worth $663K as of Q2 2026.
WealthPoint Financial bought 1,663 State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF shares in Q2 2026, an estimated $59.9K.
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF made up 0.48% of WealthPoint Financial's portfolio in Q2 2026, its #50 holding.
WealthPoint Financial first reported a position in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in Q4 2025 and has held it in 3 quarters since.
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 WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.