CERY

SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF

78 hedge funds and large institutions have $314M invested in SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

44% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
78
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$141M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.2M
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$22.2M
LPL Financial
4
LPL Financial
California
$20.5M
AssetMark Inc
5
AssetMark Inc
California
$15.8M
CIM
6
Cambria Investment Management
California
$11.7M
PAS
7
Park Avenue Securities
New York
$7.88M
APW
8
Austin Private Wealth
Texas
$6.55M
Raymond James Financial
9
Raymond James Financial
Florida
$5.31M
EF
10
Empowered Funds
Pennsylvania
$5.04M
Osaic Holdings
11
Osaic Holdings
Arizona
$4.62M
LWL
12
Leo Wealth LLC
Texas
$3.78M
APC
13
Aspire Private Capital
North Carolina
$3.62M
IPWA
14
International Private Wealth Advisors
California
$2.63M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.55M
LWMI
16
Landmark Wealth Management (Illinois)
Illinois
$2.37M
PAG
17
Private Advisory Group
Washington
$2M
SHJ
18
Sharkey, Howes & Javer
Colorado
$1.81M
SAW
19
Signal Advisors Wealth
Michigan
$1.63M
RCM
20
Raleigh Capital Management
North Carolina
$1.58M
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.42M
SW
22
Simplicity Wealth
New Jersey
$1.41M
HI
23
Harbour Investments
Wisconsin
$1.34M
VBFP
24
Valtinson Bruner Financial Planning
Minnesota
$1.29M
HighTower Advisors
25
HighTower Advisors
Illinois
$1.26M