CERY — SPDR SER TR

Ownership history in Leo Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Leo Wealth, LLC reported a position in SPDR SER TR (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.

Peak position
0.56% (2025 Q1)
Avg. % of fund
0.4%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 121,787 -15,932 -11.6% 0.25% $3.5M $28.55
2025 Q3 REDUCED 137,719 -1,187 -0.9% 0.51% $3.9M $27.32
2025 Q2 REDUCED 138,906 -1,029 -0.7% 0.29% $3.8M $25.96
2025 Q1 INITIATED 139,935 — — 0.56% $3.9M $26.42
% 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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