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CERY

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

71 hedge funds and large institutions have $355M invested in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

666% more capital invested

Capital invested by funds: $46.3M → $355M (+$308M)

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

244% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58.04% more ownership

Funds ownership: 25.23%83.26% (+58%)

42% more funds holding

Funds holding: 5071 (+21)

Holders
71
Holders Change
+21
Holders Change %
+42%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
31
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisory Group
Washington
$1.08M -$4.66M -172,175 -82%
RFS
27
Richardson Financial Services
Massachusetts
$932K +$450K +16,634 +98%
RA
28
RFG Advisory
Alabama
$850K +$829K +30,661 New
AG
29
Ascent Group
Virginia
$759K +$380K +14,051 +105%
LFG
30
Lockerman Financial Group
California
$689K +$672K +24,867 New
GM
31
GeoWealth Management
Illinois
$663K -$1.43M -52,912 -69%
GFPC
32
Global Financial Private Client
Florida
$662K +$400K +14,790 +163%
BWP
33
Balboa Wealth Partners
Arizona
$601K +$311K +11,518 +113%
OWA
34
Outlook Wealth Advisors
Texas
$581K +$300K +11,110 +113%
FPWM
35
FSB Premier Wealth Management
Iowa
$549K +$536K +19,823 New
BCI
36
Brinker Capital Investments
Pennsylvania
$524K +$512K +18,926 New
OPS
37
Orion Portfolio Solutions
Nebraska
$524K +$512K +18,926 New
CAG
38
Csenge Advisory Group
Florida
$474K +$150K +5,536 +46%
GS
39
GTS Securities
New York
$473K -$128K -4,743 -22%
IWM
40
Iams Wealth Management
Nebraska
$469K +$165K +6,093 +56%
IAA
41
Independent Advisor Alliance
North Carolina
$333K +$325K +12,033 New
OC
42
Oarsman Capital
Wisconsin
$327K -$6.76K -250 -2%
HH
43
Hilltop Holdings
Texas
$298K +$291K +10,743 New
KFS
44
Kelly Financial Services
Massachusetts
$246K +$7.87K +291 +3%
AWS
45
Atria Wealth Solutions
New York
$232K +$227K +8,376 New
SIA
46
Strategic Investment Advisors
Michigan
$232K +$226K +8,358 New
CWA
47
Continuum Wealth Advisors
New York
$210K +$205K +7,586 New
AI
48
Atria Investments
North Carolina
$204K +$199K +7,373 New
RWPA
49
Richard W. Paul & Associates
Michigan
$173K +$88.3K +3,266 +109%
Osaic Holdings
50
Osaic Holdings
Arizona
$88.5K -$375K -13,866 -81%

CERY Hedge Fund Activity: Q1 2025 in Review

71 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) for Q1 2025, worth a combined $355M — up 666% from $46.3M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CERY positions and 6 closed out — a net gain of 22 holders — while 31 added to existing stakes and 9 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $166M. The largest seller was Private Advisory Group, cutting an estimated $4.66M.

  • 71 institutional investors held State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) as of Q1 2025, up from 50 in Q4 2024.
  • Funds reported $355M of State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF stock for Q1 2025, up 666% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF positions in Q1 2025 and 6 closed out, a net change of +22 holders.
  • The largest State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF buyer in Q1 2025 was State Street, an estimated $166M added.
  • The largest State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF seller in Q1 2025 was Private Advisory Group, an estimated $4.66M sold.

Based on aggregated 13F filings for Q1 2025.