CERY institutional holders

State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF · 135 reporting institutions · $599.1M reported value

Funds that can replace CERY · CERY return decomposition

Institutional holdings

Institutions reporting CERY, largest first
InstitutionReported positionAdvisors at firmReport period
State Street Corp$208.1M02026-06-30
Lpl Financial LLC$57.8M23,4582026-06-30
Envestnet Pmc$50.5M602026-06-30
Envestnet Portfolio Solutions, Inc.$44.9M32026-06-30
Assetmark, Inc$28.4M2202026-06-30
Cambria Investment Management, LP$15.7M12026-06-30
Private Advisory Group LLC$14.6M182026-06-30
Continuum Wealth Advisors, LLC$13.6M62026-06-30
Cerity Partners LLC$13.4M7772026-06-30
Raymond James Financial Inc$11.2M02026-06-30
Austin Private Wealth, LLC$8.4M02025-12-31
Wells Fargo & Company/mn$8M02026-06-30
Etf Architect$7M62026-06-30
Aspire Private Capital$7M82026-06-30
Alti Global, Inc.$6.8M02026-06-30
Landmark Wealth Management, Inc.$5.5M72026-06-30
New York Life Investment Management LLC$5.4M892026-06-30
Bank of America Corp /de$4.8M02026-06-30
Leo Wealth, LLC$4.5M152026-03-31
Signal Advisors Wealth, LLC$4.4M452026-06-30
Cetera Investment Advisers$4.1M10,3702026-06-30
Hightower Advisors, LLC$3.9M1,0462026-06-30
Raleigh Capital Management Inc.$3.9M132026-06-30
International Private Wealth Advisors LLC$3.7M32026-06-30
Harbour Investments, Inc.$3.6M2472026-06-30
Principal Securities, Inc.$3.4M1,4632026-06-30
Ae Wealth Management LLC$2.9M4712026-06-30
MML Investors Services, LLC$2.8M5,1202026-06-30
Capital Investment Management, Inc.$2.3M52026-06-30
Valtinson Bruner Financial Planning LLC$2.2M72026-06-30
Tidal Investments LLC$1.9M02026-06-30
Midwest Financial Network, LLC$1.8M22026-06-30
Concurrent Investment Advisors, LLC$1.6M3492026-06-30
Belpointe Asset Management LLC$1.6M1702026-06-30
Smart Wealth LLC$1.6M192026-06-30
Simplicity Wealth, LLC$1.6M02026-06-30
Legacy Wealth Partners, LLC$1.5M92026-06-30
Creativeone Wealth, LLC$1.4M2212026-06-30
Sanctuary Advisors, LLC$1.4M4012026-06-30
Novus Advisors$1.3M32026-06-30
Highpoint Advisor Group LLC$1.3M1142026-06-30
Johnson Investment Counsel Inc$1.3M652026-06-30
Global Financial Private Client, LLC$1.2M52026-06-30
Lockerman Financial Group, Inc$1.2M12026-06-30
Sharkey, Howes & Javer$1.2M92026-06-30
Axxcess Wealth Management, LLC$1.2M382026-06-30
Orion Porfolio Solutions, LLC$1.1M1992026-06-30
Rfg Advisory, LLC$969.5K1912026-06-30
Balefire, LLC$898K372026-06-30
Richardson Financial Services$896.5K42026-06-30
Western Wealth Management, LLC$816K1122026-06-30
Osaic Holdings, Inc.$783K02026-06-30
Geowealth Management, LLC$782.1K02026-06-30
Independent Advisor Alliance, LLC$737.3K3022026-06-30
The Ascent Group, LLC$730.9K202026-06-30
Founders Financial Alliance, LLC$718.9K322026-06-30
Wealthpoint Advisors$663.2K32026-06-30
Outlook Wealth Advisors, LLC$661.9K62026-06-30
Fsb Premier Wealth Management, Inc.$642.5K102026-06-30
Kestra Advisory Services, LLC$636.1K1,4792026-06-30
Astoria Portfolio Advisors Llc.$601.1K122026-06-30
World Investment Advisors$582.2K3592026-06-30
Oarsman Capital, Inc.$577.2K142026-06-30
Ethic Inc.$555.8K92026-06-30
Zega Investments, LLC$536.7K62026-06-30
Arete Wealth Advisors, LLC$453K1462026-06-30
Hibernia Wealth Partners, LLC$434.8K72026-06-30
Creative Financial Designs Inc /adv$426.4K02026-06-30
Balboa Wealth Partners, Inc.$425.4K262026-06-30
Aegis Wealth Management, Inc.$404.1K252026-06-30
Atria Investments, Inc$399.7K62026-06-30
Nwam LLC$396.5K622026-06-30
Bluechip Wealth Advisors LLC$388.5K62026-06-30
Wealth Watch Advisors, Inc$338.2K522026-06-30
Maridea Wealth Management$313.2K382026-06-30
Farther Finance Advisors, LLC$306.5K3342026-06-30
Absolute Capital Management, LLC$295.1K32026-06-30
Sanchez Gaunt Capital Management, LLC$286.7K32026-06-30
True Vision Mn LLC$283.5K02026-03-31
Spinnaker Investment Group, LLC$263.2K82026-06-30
Vestgen Advisors, LLC$250.6K582026-06-30
Mgo One Seven LLC$244.8K1182026-06-30
Hobbs Group Advisors LLC$239.7K72026-06-30
Kelly Financial Services LLC$231.4K72026-06-30
Ruggiero Investments, Inc.$231.2K52026-06-30
Morgan Stanley$229.7K23,1852026-06-30
Sowell Financial Services LLC$226.7K1082026-06-30
Walkner Condon Financial Advisors LLC$224.3K152026-06-30
October Effect Ltd$222.9K42026-06-30
Fsa Advisors, Inc.$222.5K02026-06-30
Pcb Capital LLC$216.4K22026-06-30
Integrated Wealth Concepts LLC$201.9K4802026-06-30
Strategic Investment Advisors / Mi$191.8K02026-06-30
Richard W. Paul & Associates, LLC$189.4K72026-06-30
Triumph Capital Management$178.6K142026-06-30
Smartleaf Asset Management LLC$174.8K92026-06-30
Ifp Advisors, Inc$118.8K3182026-06-30
UBS Group AG$71.6K02026-06-30
Cwm, LLC$69K6672026-03-31
Evolution Wealth Management Inc.$64.2K32026-06-30
Northwestern Mutual Wealth Management Co$49.8K02026-06-30
Royal Bank of Canada$48K02026-06-30
Private Trust Co NA$38.8K02026-06-30
Steward Partners Investment Advisory, LLC$33.4K4812026-06-30
Brown, Lisle/cummings, Inc.$31.2K82026-03-31
Cohalo Advisory LLC$28.8K12026-06-30
Advisornet Wealth Partners$21.7K582026-06-30
Quest 10 Wealth Builders, Inc.$18.6K32026-06-30
Key Capital Management, Inc$17.4K112026-06-30
Global Retirement Partners LLC$16.7K4912026-06-30
Lanark Financial, Inc.$16.2K692026-06-30
Geneos Wealth Management, Inc.$14.6K1932026-06-30
Aptus Capital Advisors, LLC$14.3K212026-06-30
Buck Wealth Strategies, LLC$13.8K502026-06-30
Cape Investment Advisory, Inc.$13K352026-06-30
Fifth Third Bancorp$12K02026-06-30
Park Avenue Securities LLC$11.9K1,9082026-06-30
Stone House Investment Management, LLC$8.2K192026-06-30
Comerica Bank$7.5K02025-12-31
O'Shaughnessy Asset Management, LLC$6K582026-06-30
Continuum Advisory, LLC$5.1K402026-06-30
Kingdom Financial Group Llc.$4.8K152026-06-30
Corecap Advisors, LLC$4.6K1182026-06-30
Lloyd Advisory Services, Llc.$4.5K72026-06-30
Cambridge Investment Research Advisors, Inc.$4.4K3,9402026-03-31
Jpmorgan Chase & Co$3.9K02026-06-30
Reap Financial Group, LLC$3.5K72026-06-30
Meramec Financial Planners, LLC$1.7K72026-06-30
Ashton Thomas Private Wealth, LLC$1.6K962026-06-30
Networth Advisors, LLC$1.1K62026-06-30
Betterment LLC$502282026-06-30
Rossby Financial, Lcc$501312026-06-30
Groesbeck Investment Management Corp /NJ$5002026-06-30
Interactive Advisers, Interactive Advisors$2132026-06-30
Capital Analysts, LLC$36082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30