ETF Holders

Who owns CERY?

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

129 institutions reported holding CERY, worth $606.8M, in Form 13F filings for June 30, 2026.

13F holders
129
Institutional value
$606.8M
Change from prior quarter
-1.1%
−$6.7M, with price moves
New and sold-out firms
24 / 15
61 added, 36 trimmed

Top 10 institutional holders of CERY

FirmLocationValueSharesChange
State Street Corp.Boston, MA$208.1M6,225,233+521,907 shares
LPL Financial LLCFort Mill, SC$57.8M1,727,861+111,651 shares
Envestnet Asset Management Inc.Berwyn, PA$50.5M1,511,351+127,091 shares
Envestnet Portfolio Solutions, Inc.Berwyn, PA$44.9M1,342,660+153,721 shares
Assetmark, Inc.Concord, CA$28.4M849,036−6,770 shares
Cambria Investment Management, L.P.Manhattan Beach, CA$15.7M470,072+11,497 shares
Private Advisory Group LLCRedmond, WA$14.6M437,134+258,728 shares
Continuum Wealth Advisors, LLCSaratoga Springs, NY$13.6M407,023+63,670 shares
Cerity Partners LLCNew York, NY$13.4M401,953+16,478 shares
Park Avenue Securities LLCNew York, NY$11.9M356,282+3,059 shares
119 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns CERY?

129 institutional managers reported holding CERY in Form 13F filings for June 30, 2026, worth $606.8M in total. The largest reported position was held by State Street Corp., at $208.1M.

Did institutions buy or sell CERY last quarter?

Reported 13F value fell 1.1% from March 31, 2026, which includes price moves as well as buying and selling. 24 firms reported a new position and 15 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is CERY ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.