CERY — SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF

Ownership history in EverSource Wealth Advisors, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF (CERY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 49 — — 0.00% $1K $27.32
% of Fund (quarterly)    CERY price (monthly, adj. close)

Other funds also holding CERY

As of 2025 Q4 — sorted by position size

International Private Wealth Advisors LLC 1.84% LANDMARK WEALTH MANAGEMENT, INC. 1.18% LOCKERMAN FINANCIAL GROUP, INC. 3Y 1.09% Aspire Private Capital, LLC 3Y 7Y 0.97% Raleigh Capital Management Inc. 3Y 0.78% Cambria Investment Management, L.P. 3Y 7Y 0.72% Austin Private Wealth, LLC 3Y 0.63% Valtinson Bruner Financial Planning LLC 3Y 7Y 0.43% Private Advisory Group LLC 3Y 7Y 0.31% WealthPoint Financial, LLC 0.27%
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