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
AG
51
Ascent Group
Virginia
$478K
GM
52
GeoWealth Management
Illinois
$467K
BWP
53
Balboa Wealth Partners
Arizona
$416K
PS
54
Principal Securities
Iowa
$416K
OWA
55
Outlook Wealth Advisors
Texas
$400K
Betterment LLC
56
Betterment LLC
New York
$378K
CFD
57
Creative Financial Designs
Indiana
$362K
WIA
58
World Investment Advisors
California
$340K
IWM
59
Iams Wealth Management
Nebraska
$324K
WF
60
WealthPoint Financial
North Carolina
$314K
CWA
61
Continuum Wealth Advisors
New York
$302K
KAS
62
Kestra Advisory Services
Texas
$257K
AI
63
Atria Investments
North Carolina
$245K
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$228K
MWM
65
Maridea Wealth Management
New York
$221K
AWA
66
Arete Wealth Advisors
Illinois
$218K
BIG
67
Brookwood Investment Group
Arizona
$217K
TVM
68
True Vision MN
Minnesota
$206K
WWA
69
Wealth Watch Advisors
Colorado
$180K
SAM
70
Smartleaf Asset Management
Massachusetts
$124K
TCM
71
Triumph Capital Management
Colorado
$113K
RWPA
72
Richard W. Paul & Associates
Michigan
$111K
EWM
73
Evolution Wealth Management
Florida
$56.9K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$51K
CJ
75
Caitlin John
Michigan
$46.9K