RICHARDSON FINANCIAL SERVICES INC. CERY — SPDR BLOOMBERG ENCD RL YLD CM ETF

Ownership history in RICHARDSON FINANCIAL SERVICES INC.  ·  6 quarters on record

AI Ownership Summary

RICHARDSON FINANCIAL SERVICES INC. reported SPDR BLOOMBERG ENCD RL YLD CM ETF (CERY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2025 Q1. The latest visible filing shows CERY at 0.61% 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 RICHARDSON FINANCIAL SERVICES INC.'s position in SPDR BLOOMBERG ENCD RL YLD CM ETF, 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
2026 Q1

CERY was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2025 Q1

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 2026 Q1

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.

CERY stock page RICHARDSON FINANCIAL SERVICES INC. fund profile RICHARDSON FINANCIAL SERVICES INC. full holdings
How RICHARDSON FINANCIAL SERVICES INC. held CERY — position size vs. price
% of Fund (quarterly)    CERY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 27,734 +6,274 +29.2% 0.61% $977K 2026-05-04 $37.69
2025 Q4 REDUCED 27.5% +23.4% ❌ 21,460 -8,160 -27.5% 0.20% $609K 2026-01-22 $30.70
2025 Q3 ADDED — — — 29,620 +7,416 +33.4% 0.53% $849K 2025-10-28 $27.58
2025 Q2 REDUCED 34.0% +5.4% ❌ 22,204 -11,429 -34.0% 0.41% $606K 2025-07-25 $26.57
2025 Q1 ADDED — — — 33,633 +16,634 +97.9% 0.71% $932K 2025-05-06 $25.38
2024 Q4 INITIATED — — — 16,999 — — 0.31% $439K 2025-01-24 $25.69

🏢 Other funds also holding CERY

As of 2026 Q1 — sorted by position size

NOVUS ADVISORS, LLC 3.11% International Private Wealth Advisors LLC 2.37% Cohalo Advisory LLC 2.17% LANDMARK WEALTH MANAGEMENT, INC. 2.03% LOCKERMAN FINANCIAL GROUP, INC. 3Y 2.01% Aspire Private Capital, LLC 3Y 7Y 1.61% Raleigh Capital Management Inc. 3Y 1.33% Capital Investment Management, Inc. 0.67% Valtinson Bruner Financial Planning LLC 3Y 7Y 0.59% Global Financial Private Client, LLC 0.39%

FAQ About RICHARDSON FINANCIAL SERVICES INC. and CERY

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

How long has RICHARDSON FINANCIAL SERVICES INC. reported owning CERY?

RICHARDSON FINANCIAL SERVICES INC. reported CERY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CERY position in RICHARDSON FINANCIAL SERVICES INC.'s portfolio?

The largest reported portfolio weight for CERY was 0.71% in 2025 Q1.

What is the latest reported CERY position on this page?

The most recent filing on this page is 2026 Q1, when RICHARDSON FINANCIAL SERVICES INC. reported 27,734 shares, equal to 0.61% of portfolio, with an estimated market value of $977K.

What does the chart on this CERY ownership page compare?

The chart compares RICHARDSON FINANCIAL SERVICES INC.'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.

How well did RICHARDSON FINANCIAL SERVICES INC. time their CERY position?

Based on 13F filing dates vs. subsequent CERY price moves, RICHARDSON FINANCIAL SERVICES INC. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on CERY relative to SPY over the holding period was +17.2%.

← Back to RICHARDSON FINANCIAL SERVICES INC. Holdings