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
State Street
1
State Street
Massachusetts
$160M
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$30.4M
LPL Financial
3
LPL Financial
California
$28.1M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.8M
AssetMark Inc
5
AssetMark Inc
California
$18.2M
CIM
6
Cambria Investment Management
California
$12.4M
PAS
7
Park Avenue Securities
New York
$9.58M
APW
8
Austin Private Wealth
Texas
$8.42M
EF
9
Empowered Funds
Pennsylvania
$5.36M
Raymond James Financial
10
Raymond James Financial
Florida
$5.36M
APC
11
Aspire Private Capital
North Carolina
$4.37M
PAG
12
Private Advisory Group
Washington
$4M
LWL
13
Leo Wealth LLC
Texas
$3.48M
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.43M
LWMI
15
Landmark Wealth Management (Illinois)
Illinois
$3.12M
IPWA
16
International Private Wealth Advisors
California
$2.92M
Bank of America
17
Bank of America
North Carolina
$2.49M
SAW
18
Signal Advisors Wealth
Michigan
$2.17M
RCM
19
Raleigh Capital Management
North Carolina
$2.14M
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.99M
HI
21
Harbour Investments
Wisconsin
$1.94M
SHJ
22
Sharkey, Howes & Javer
Colorado
$1.93M
HighTower Advisors
23
HighTower Advisors
Illinois
$1.84M
AWM
24
AE Wealth Management
Kansas
$1.58M
VBFP
25
Valtinson Bruner Financial Planning
Minnesota
$1.5M