CERY — SPDR SER TR

Ownership history in Private Advisory Group LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Private Advisory Group 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
0.61% (2024 Q4)
Avg. % of fund
0.3%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 140,035 +15,251 +12.2% 0.31% $4.0M $28.55
2025 Q3 ADDED 124,784 +51,368 +70.0% 0.29% $3.6M $27.32
2025 Q2 ADDED 73,416 +34,349 +87.9% 0.18% $2.0M $25.96
2025 Q1 REDUCED 39,067 -172,175 -81.5% 0.12% $1.1M $26.42
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% 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% WealthPoint Financial, LLC 0.27% Leo Wealth, LLC 0.25%
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