CERY

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

70 hedge funds and large institutions have $353M invested in 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, 30 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+20
Holders Change %
+40%
% 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
30
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFS
26
Richardson Financial Services
Massachusetts
$932K +$461K +16,634 +98%
RA
27
RFG Advisory
Alabama
$850K +$850K +30,661 New
AG
28
Ascent Group
Virginia
$759K +$389K +14,051 +105%
LFG
29
Lockerman Financial Group
California
$689K +$689K +24,867 New
GM
30
GeoWealth Management
Illinois
$663K -$1.47M -52,912 -69%
GFPC
31
Global Financial Private Client
Florida
$662K +$410K +14,790 +163%
BWP
32
Balboa Wealth Partners
Arizona
$601K +$319K +11,518 +113%
OWA
33
Outlook Wealth Advisors
Texas
$581K +$308K +11,110 +113%
FPWM
34
FSB Premier Wealth Management
Iowa
$549K +$549K +19,823 New
BCI
35
Brinker Capital Investments
Pennsylvania
$524K +$524K +18,926 New
OPS
36
Orion Portfolio Solutions
Nebraska
$524K +$524K +18,926 New
CAG
37
Csenge Advisory Group
Florida
$474K +$149K +5,536 +46%
GS
38
GTS Securities
New York
$473K -$131K -4,743 -22%
IWM
39
Iams Wealth Management
Nebraska
$469K +$169K +6,093 +56%
IAA
40
Independent Advisor Alliance
North Carolina
$333K +$333K +12,033 New
OC
41
Oarsman Capital
Wisconsin
$327K -$6.93K -250 -2%
HH
42
Hilltop Holdings
Texas
$298K +$298K +10,743 New
KFS
43
Kelly Financial Services
Massachusetts
$246K +$8.06K +291 +3%
AWS
44
Atria Wealth Solutions
New York
$232K +$232K +8,376 New
SIA
45
Strategic Investment Advisors
Michigan
$232K +$232K +8,358 New
CWA
46
Continuum Wealth Advisors
New York
$210K +$210K +7,586 New
AI
47
Atria Investments
North Carolina
$204K +$204K +7,373 New
RWPA
48
Richard W. Paul & Associates
Michigan
$173K +$90.5K +3,266 +109%
Osaic Holdings
49
Osaic Holdings
Arizona
$88.5K -$384K -13,866 -81%
CFD
50
Creative Financial Designs
Indiana
$87.8K +$87.8K +3,167 New