CERY

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

99 hedge funds and large institutions have $370M invested in 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 (-$80.6M)

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
IWM
57
Iams Wealth Management
Nebraska
$324K
WF
58
WealthPoint Financial
North Carolina
$314K
CWA
59
Continuum Wealth Advisors
New York
$302K
KAS
60
Kestra Advisory Services
Texas
$257K
AI
61
Atria Investments
North Carolina
$245K
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$228K
MWM
63
Maridea Wealth Management
New York
$221K
AWA
64
Arete Wealth Advisors
Illinois
$218K
BIG
65
Brookwood Investment Group
Arizona
$217K
TVM
66
True Vision MN
Minnesota
$206K
WWA
67
Wealth Watch Advisors
Colorado
$180K
SAM
68
Smartleaf Asset Management
Massachusetts
$124K
TCM
69
Triumph Capital Management
Colorado
$113K
RWPA
70
Richard W. Paul & Associates
Michigan
$111K
EWM
71
Evolution Wealth Management
Florida
$56.9K
WIA
72
World Investment Advisors
California
$55.3K
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