CERY

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

99 hedge funds and large institutions have $370M 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 17 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:

18% less capital invested

Capital invested by funds: $450M → $370M (-$80.3M)

38% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 47

Holders
99
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
GM
51
GeoWealth Management
Illinois
$467K
BWP
52
Balboa Wealth Partners
Arizona
$416K
PS
53
Principal Securities
Iowa
$416K
OWA
54
Outlook Wealth Advisors
Texas
$400K
Betterment LLC
55
Betterment LLC
New York
$378K
CFD
56
Creative Financial Designs
Indiana
$362K
WIA
57
World Investment Advisors
California
$340K
IWM
58
Iams Wealth Management
Nebraska
$324K
WF
59
WealthPoint Financial
North Carolina
$314K
CWA
60
Continuum Wealth Advisors
New York
$302K
KAS
61
Kestra Advisory Services
Texas
$257K
AI
62
Atria Investments
North Carolina
$245K
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$228K
MWM
64
Maridea Wealth Management
New York
$221K
AWA
65
Arete Wealth Advisors
Illinois
$218K
BIG
66
Brookwood Investment Group
Arizona
$217K
TVM
67
True Vision MN
Minnesota
$206K
WWA
68
Wealth Watch Advisors
Colorado
$180K
SAM
69
Smartleaf Asset Management
Massachusetts
$124K
TCM
70
Triumph Capital Management
Colorado
$113K
RWPA
71
Richard W. Paul & Associates
Michigan
$111K
EWM
72
Evolution Wealth Management
Florida
$56.9K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$51K
CJ
74
Caitlin John
Michigan
$46.9K
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$46K