CERY β€” SPDR SER TR

Ownership history in NOVUS ADVISORS, LLC  Β·  5 quarters on record

AI Ownership Summary

NOVUS ADVISORS, LLC reported SPDR SER TR (CERY) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.07% in 2025 Q3. The latest visible filing shows CERY at 1.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CERY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NOVUS ADVISORS, LLC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CERY was reported at 1.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.07% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NOVUS ADVISORS, LLC held CERY β€” position size vs. price
% of Fund (quarterly)    CERY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 29,616 -17,112 -36.6% 1.89% $846K 2026-02-14 (Est.) $30.85
2025 Q3 ADDED 46,728 +22,580 +93.5% 3.07% $1.3M 2025-11-13 $28.20
2025 Q2 REDUCED 24,148 -16,255 -40.2% 1.00% $658K 2025-08-14 $25.99
2025 Q1 ADDED 40,403 +23,436 +138.1% 1.13% $1.1M 2025-05-09 $25.41
2024 Q4 INITIATED 16,967 β€” β€” 0.44% $439K 2025-02-07 $25.92

FAQ About NOVUS ADVISORS, LLC and CERY

These are the practical questions this page is built to answer before you even open the full history table.

How long has NOVUS ADVISORS, LLC reported owning CERY?

NOVUS ADVISORS, LLC reported CERY across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CERY position in NOVUS ADVISORS, LLC's portfolio?

The largest reported portfolio weight for CERY was 3.07% in 2025 Q3.

What is the latest reported CERY position on this page?

The most recent filing on this page is 2025 Q4, when NOVUS ADVISORS, LLC reported 29,616 shares, equal to 1.89% of portfolio, with an estimated market value of $846K.

What does the chart on this CERY ownership page compare?

The chart compares NOVUS ADVISORS, LLC's quarterly CERY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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