CERY

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

100 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, 29 increasing their positions, 47 reducing their positions, and 11 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:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

17% less capital invested

Capital invested by funds: $450M → $372M (-$78.4M)

38% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 47

Holders
100
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
VBFP
26
Valtinson Bruner Financial Planning
Minnesota
$1.5M
SA
27
Sanctuary Advisors
Indiana
$1.46M
TI
28
Tidal Investments
Wisconsin
$1.29M
CW
29
CreativeOne Wealth
Kansas
$1.24M
CIA
30
Concurrent Investment Advisors
Florida
$1.24M
SW
31
Simplicity Wealth
New Jersey
$1.1M
BAM
32
Belpointe Asset Management
Nevada
$987K
MML Investors Services
33
MML Investors Services
Massachusetts
$938K
AWM
34
Axxcess Wealth Management
California
$888K
RA
35
RFG Advisory
Alabama
$853K
BCI
36
Brinker Capital Investments
Pennsylvania
$847K
NA
37
Novus Advisors
South Carolina
$846K
LWPC
38
Legacy Wealth Partners (Colorado)
Colorado
$805K
GFPC
39
Global Financial Private Client
Florida
$706K
OC
40
Oarsman Capital
Wisconsin
$699K
Goldman Sachs
41
Goldman Sachs
New York
$646K
RFS
42
Richardson Financial Services
Massachusetts
$609K
Osaic Holdings
43
Osaic Holdings
Arizona
$590K
FPWM
44
FSB Premier Wealth Management
Iowa
$570K
LFG
45
Lockerman Financial Group
California
$569K
Wells Fargo
46
Wells Fargo
California
$550K
IAA
47
Independent Advisor Alliance
North Carolina
$548K
ZI
48
ZEGA Investments
Florida
$533K
VAG
49
VisionPoint Advisory Group
Texas
$519K
FHA
50
Flagship Harbor Advisors
Massachusetts
$492K