SS SPDR BBG En RY CM St N-UiCERYETF

13F holders, Q4 2024 (December 31)
50holders
$25.92avg. 13F price*

At the end of Q4 2024, 50 institutions reported holding SS SPDR BBG En RY CM St N-Ui (CERY) in their 13F filings. The largest holders were Assetmark, Inc. ($11.3M), Private Advisory Group LLC ($5.5M) and Envestnet Asset Management Inc. ($5.3M).

Company
SS SPDR BBG En RY CM St N-Ui
Filed as
SPDR SER TR (Q4 2024)
CUSIP
78468R440
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q4 2024: 50Q4 2024Q1 2025: 71Q1 2025Q2 2025: 80Q2 2025Q3 2025: 94Q3 2025Q4 2025: 100Q4 2025Q1 2026: 125Q1 2026Q2 2026: 129Q2 2026

Total Exit/New Position Q4 2024

InstitutionsTotal Value
New Positions46$45.8M
Exits0$0

Ownership 50 holders

Assetmark, Inc. 0.03% New 436,615 $11.3M
Private Advisory Group LLC 0.61% New 211,242 $5.5M
Envestnet Asset Management Inc. 0.00% New 206,606 $5.3M
Aspire Private Capital, LLC 0.60% New 93,348 $2.4M
GeoWealth Management, LLC 0.07% New 76,842 $2.0M
Landmark Wealth Management, Inc. 0.84% New 66,793 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% New 66,411 $1.7M
Axxcess Wealth Management, LLC 0.04% New 65,981 $1.7M
Sanctuary Advisors, LLC 0.01% New 52,894 $1.4M
Raleigh Capital Management Inc. 0.44% New 44,164 $1.1M
Walkner Condon Financial Advisors LLC 0.22% New 41,169 $1.1M
HighTower Advisors, LLC 0.00% New 32,378 $838K
Harbour Investments, Inc. 0.02% New 31,776 $823K
Park Avenue Securities LLC 0.01% New 25,693 $665K
Signal Advisors Wealth, LLC 0.07% New 23,975 $621K
Cetera Investment Advisers 0.00% New 22,977 $595K
CreativeOne Wealth, LLC 0.02% New 22,382 $579K
GTS Securities LLC 0.03% New 21,795 $564K
Aveo Capital Partners, LLC 0.06% New 19,511 $505K
AE Wealth Management LLC 0.00% New 18,396 $476K
Austin Private Wealth, LLC 0.04% New 17,940 $464K
Osaic Holdings, Inc. 0.00% New 17,061 $442K
Richardson Financial Services Inc. 0.31% New 16,999 $439K
Novus Advisors, LLC 0.44% — 16,967 $439K
Cambridge Investment Research Advisors, Inc. 0.00% New 14,674 $380K
Ascent Group, LLC 0.03% New 13,329 $345K
Csenge Advisory Group 0.02% New 12,115 $314K
Oarsman Capital, Inc. 0.05% New 12,035 $312K
International Private Wealth Advisors LLC 0.30% New 11,787 $305K
Iams Wealth Management, LLC 0.13% New 10,826 $280K
Balboa Wealth Partners 0.06% New 10,169 $263K
Outlook Wealth Advisors, LLC 0.07% New 9,853 $255K
Global Financial Private Client, LLC 0.09% New 9,086 $235K
Kelly Financial Services LLC 0.08% New 8,599 $223K
Jane Street Group, LLC 0.00% New 8,111 $210K
Principal Securities, Inc. 0.00% New 3,385 $88K
Castleview Partners, LLC 0.05% New 3,215 $84K
Richard W. Paul & Associates, LLC 0.03% New 2,986 $77K
Balefire, LLC 0.02% New 2,505 $65K
Caitlin John, LLC 0.02% New 926 $24K
Cohalo Advisory LLC 1.95% — 882 $23K
Transce3nd, LLC 0.00% — 553 $14K
Aptus Capital Advisors, LLC 0.00% New 347 $9K
Smartleaf Asset Management LLC 0.00% New 214 $6K
Global Retirement Partners, LLC 0.00% New 128 $3K
REAP Financial Group, LLC 0.00% New 116 $3K
Royal Bank of Canada 0.00% New 104 $3K
Covestor Ltd 0.00% New 44 $1K
Capital A Wealth Management, LLC 0.00% — 34 $880
CoreCap Advisors, LLC 0.00% New 1 $26

"% of holder's portfolio" is CERY's weight in each manager's 13F, not the share of SS SPDR BBG En RY CM St N-Ui the manager owns.