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CERY

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

101 hedge funds and large institutions have $372M invested in State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

7% more funds holding

Funds holding: 94 → 101 (+7)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.67% less ownership

Funds ownership: 67.37% → 64.7% (-2.7%)

17% less capital invested

Capital invested by funds: $451M → $372M (-$78.1M)

36% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 47

Holders
101
Holders Change
+7
Holders Change %
+7.45%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
30
Reduced
47
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
Tidal Investments
Wisconsin
+$1.32M
2
CIA
Concurrent Investment Advisors
Florida
+$1.27M
3
Raymond James Financial
Raymond James Financial
Florida
+$987K
4
Bank of America
Bank of America
North Carolina
+$980K
5
BAM
Belpointe Asset Management
Nevada
+$788K

Top Sellers

1
State Street
State Street
Massachusetts
-$32.6M
2
LPL Financial
LPL Financial
California
-$14.4M
3
AssetMark Inc
AssetMark Inc
California
-$8.66M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.42M
5
Osaic Holdings
Osaic Holdings
Arizona
-$4.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
26
Valtinson Bruner Financial Planning
Minnesota
$1.5M +$105K +3,571 +7%
SA
27
Sanctuary Advisors
Indiana
$1.46M -$449K -15,316 -23%
TI
28
Tidal Investments
Wisconsin
$1.29M +$1.32M +45,061 New
CW
29
CreativeOne Wealth
Kansas
$1.24M -$506K -17,232 -28%
CIA
30
Concurrent Investment Advisors
Florida
$1.24M +$1.27M +43,307 New
SW
31
Simplicity Wealth
New Jersey
$1.1M +$162K +5,534 +17%
BAM
32
Belpointe Asset Management
Nevada
$987K +$788K +26,864 +349%
MML Investors Services
33
MML Investors Services
Massachusetts
$938K +$170K +5,797 +21%
AWM
34
Axxcess Wealth Management
California
$888K -$917K -31,268 -50%
RA
35
RFG Advisory
Alabama
$853K -$6.54K -223 -0.7%
BCI
36
Brinker Capital Investments
Pennsylvania
$847K +$66K +2,251 +8%
NA
37
Novus Advisors
South Carolina
$846K -$502K -17,112 -37%
LWPC
38
Legacy Wealth Partners (Colorado)
Colorado
$805K +$828K +28,210 New
GFPC
39
Global Financial Private Client
Florida
$706K -$158K -5,376 -18%
OC
40
Oarsman Capital
Wisconsin
$699K +$197K +6,728 +38%
Goldman Sachs
41
Goldman Sachs
New York
$646K +$664K +22,620 New
RFS
42
Richardson Financial Services
Massachusetts
$609K -$239K -8,160 -28%
Osaic Holdings
43
Osaic Holdings
Arizona
$590K -$4.82M -164,385 -89%
FPWM
44
FSB Premier Wealth Management
Iowa
$570K +$6.37K +217 +1%
LFG
45
Lockerman Financial Group
California
$569K -$290K -9,879 -33%
MFN
46
Midwest Financial Network
Illinois
$553K +$299K +10,200 +111%
Wells Fargo
47
Wells Fargo
California
$550K +$550K +18,747 +3,578%
IAA
48
Independent Advisor Alliance
North Carolina
$548K +$126K +4,287 +29%
ZI
49
ZEGA Investments
Florida
$533K -$58.3K -1,987 -10%
VAG
50
VisionPoint Advisory Group
Texas
$519K -$204K -6,969 -28%
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