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

94 hedge funds and large institutions have $451M invested in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 9

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

43% more capital invested

Capital invested by funds: $315M → $451M (+$136M)

18% more funds holding

Funds holding: 8094 (+14)

1.05% less ownership

Funds ownership: 68.42%67.37% (-1%)

Holders
94
Holders Change
+14
Holders Change %
+17.5%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
57
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Axxcess Wealth Management
California
$1.79M +$859K +30,796 +98%
CW
27
CreativeOne Wealth
Kansas
$1.74M +$798K +28,615 +89%
Bank of America
28
Bank of America
North Carolina
$1.55M +$1.28M +46,038 +581%
VBFP
29
Valtinson Bruner Financial Planning
Minnesota
$1.4M +$47.3K +1,697 +4%
NA
30
Novus Advisors
South Carolina
$1.34M +$630K +22,580 +94%
SW
31
Simplicity Wealth
New Jersey
$940K -$531K -19,054 -37%
GFPC
32
Global Financial Private Client
Florida
$863K +$407K +14,595 +94%
RA
33
RFG Advisory
Alabama
$863K +$2.15K +77 +0.3%
LFG
34
Lockerman Financial Group
California
$854K +$360K +12,917 +76%
RFS
35
Richardson Financial Services
Massachusetts
$849K +$207K +7,416 +33%
BCI
36
Brinker Capital Investments
Pennsylvania
$785K +$47.4K +1,699 +7%
MML Investors Services
37
MML Investors Services
Massachusetts
$775K +$490K +17,556 +185%
AG
38
Ascent Group
Virginia
$732K +$281K +10,081 +65%
VAG
39
VisionPoint Advisory Group
Texas
$720K +$201K +7,196 +40%
BWP
40
Balboa Wealth Partners
Arizona
$709K +$346K +12,418 +101%
OWA
41
Outlook Wealth Advisors
Texas
$681K +$332K +11,918 +101%
GM
42
GeoWealth Management
Illinois
$654K +$171K +6,136 +37%
ZI
43
ZEGA Investments
Florida
$591K +$576K +20,639 New
FPWM
44
FSB Premier Wealth Management
Iowa
$566K -$1.25K -45 -0.2%
IWM
45
Iams Wealth Management
Nebraska
$554K +$253K +9,083 +88%
OC
46
Oarsman Capital
Wisconsin
$509K +$26.6K +955 +6%
PAG
47
Private Advisor Group
New Jersey
$446K -$746K -26,767 -63%
SAM
48
Smartleaf Asset Management
Massachusetts
$435K -$753K -26,990 -64%
IAA
49
Independent Advisor Alliance
North Carolina
$427K +$32.7K +1,171 +9%
Betterment LLC
50
Betterment LLC
New York
$382K +$66.6K +2,387 +22%