SS SPDR BBG En RY CM St N-UiCERYETF
13F holders, Q1 2025 (March 31)71holders +21
28new positions
6sold out
$27.71avg. 13F price*
At the end of Q1 2025, 71 institutions reported holding SS SPDR BBG En RY CM St N-Ui (CERY) in their 13F filings, up 21 from Q4 2024. 28 opened new positions and 6 sold out. The largest holders were State Street Corp. ($169.7M), LPL Financial LLC ($32.8M) and Envestnet Portfolio Solutions, Inc. ($26.1M).
- Company
- SS SPDR BBG En RY CM St N-Ui
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78468R440
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $223.9M |
| Exits | 6 | $2.0M |
All 13F filers, Q4 2024 → Q1 2025: 11,342,608 shares bought and 330,942 shares sold, net +11,011,666 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| State Street Corp. | 0.01% | New | 6,124,360 | $169.7M |
| LPL Financial LLC | 0.01% | New | 1,181,948 | $32.8M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +1316.6% | 940,766 | $26.1M |
| Assetmark, Inc. | 0.07% | Add +112.8% | 929,203 | $25.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +327.0% | 882,289 | $24.4M |
| Park Avenue Securities LLC | 0.11% | Add +1162.7% | 324,429 | $9.0M |
| Cambria Investment Management, L.P. | 0.55% | New | 282,863 | $7.8M |
| Aspire Private Capital, LLC | 1.46% | Add +126.2% | 211,192 | $5.9M |
| Austin Private Wealth, LLC | 0.49% | Add +990.4% | 195,608 | $5.4M |
| Landmark Wealth Management, Inc. | 1.88% | Add +112.9% | 142,194 | $3.9M |
| Leo Wealth, LLC | 0.56% | New | 139,935 | $3.9M |
| Sharkey, Howes & Javer | 0.52% | New | 131,900 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +629.5% | 107,047 | $3.0M |
| International Private Wealth Advisors LLC | 2.83% | Add +803.4% | 106,489 | $3.0M |
| Raleigh Capital Management Inc. | 1.21% | Add +117.8% | 96,165 | $2.7M |
| Harbour Investments, Inc. | 0.06% | Add +121.8% | 70,480 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +195.6% | 67,918 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +102.8% | 65,649 | $1.8M |
| AE Wealth Management LLC | 0.01% | Add +205.8% | 56,257 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -17.4% | 54,519 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.3% | 53,041 | $1.5M |
| CreativeOne Wealth, LLC | 0.04% | Add +127.7% | 50,960 | $1.4M |
| Signal Advisors Wealth, LLC | 0.12% | Add +79.4% | 43,006 | $1.2M |
| Valtinson Bruner Financial Planning LLC | 0.40% | New | 42,622 | $1.2M |
| Novus Advisors, LLC | 1.13% | Add +138.1% | 40,403 | $1.1M |
| Private Advisory Group LLC | 0.12% | Reduce -81.5% | 39,067 | $1.1M |
| Richardson Financial Services Inc. | 0.71% | Add +97.8% | 33,633 | $932K |
| RFG Advisory, LLC | 0.02% | New | 30,661 | $850K |
| Ascent Group, LLC | 0.03% | Add +105.4% | 27,380 | $759K |
| Lockerman Financial Group, Inc. | 1.04% | New | 24,867 | $689K |
| GeoWealth Management, LLC | 0.03% | Reduce -68.9% | 23,930 | $663K |
| Global Financial Private Client, LLC | 0.25% | Add +162.8% | 23,876 | $662K |
| Balboa Wealth Partners | 0.15% | Add +113.3% | 21,687 | $601K |
| Outlook Wealth Advisors, LLC | 0.16% | Add +112.8% | 20,963 | $581K |
| FSB Premier Wealth Management, Inc. | 0.21% | New | 19,823 | $549K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 18,926 | $524K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 18,926 | $524K |
| Csenge Advisory Group | 0.03% | Add +45.7% | 17,651 | $474K |
| GTS Securities LLC | 0.02% | Reduce -21.8% | 17,052 | $473K |
| Iams Wealth Management, LLC | 0.21% | Add +56.3% | 16,919 | $469K |
| Independent Advisor Alliance | 0.01% | New | 12,033 | $333K |
| Oarsman Capital, Inc. | 0.06% | Reduce -2.1% | 11,785 | $327K |
| Hilltop Holdings Inc. | 0.02% | New | 10,743 | $298K |
| Kelly Financial Services LLC | 0.09% | Add +3.4% | 8,890 | $246K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 8,376 | $232K |
| Strategic Investment Advisors / MI | 0.02% | New | 8,358 | $232K |
| Continuum Wealth Advisors, LLC | 0.11% | New | 7,586 | $210K |
| Atria Investments, Inc | 0.00% | New | 7,373 | $204K |
| Richard W. Paul & Associates, LLC | 0.07% | Add +109.4% | 6,252 | $173K |
| Osaic Holdings, Inc. | 0.00% | Reduce -81.3% | 3,195 | $89K |
| Creative Financial Designs Inc. | 0.01% | New | 3,167 | $88K |
| Principal Securities, Inc. | 0.00% | No change | 3,385 | $88K |
| Smartleaf Asset Management LLC | 0.01% | Add +958.4% | 2,265 | $62K |
| Transce3nd, LLC | 0.02% | Add +157.7% | 1,425 | $39K |
| Cwm, LLC | 0.00% | New | 1,138 | $32K |
| Cohalo Advisory LLC | 1.70% | Reduce -5.9% | 830 | $23K |
| Farther Finance Advisors, LLC | 0.00% | New | 809 | $22K |
| Wells Fargo & Company | 0.00% | New | 654 | $18K |
| AdvisorNet Financial, Inc | 0.00% | New | 648 | $18K |
| Comerica Bank | 0.00% | New | 384 | $11K |
| Morgan Stanley | 0.00% | New | 358 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 347 | $10K |
| US Bancorp \de | 0.00% | New | 222 | $6K |
| Safe Harbor Fiduciary, LLC | 0.01% | New | 177 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 153 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 116 | $3K |
| Covestor Ltd | 0.00% | Add +100.0% | 88 | $2K |
| Royal Bank of Canada | 0.00% | Reduce -31.7% | 71 | $2K |
| Capital A Wealth Management, LLC | 0.00% | Reduce -35.3% | 22 | $610 |
| CoreCap Advisors, LLC | 0.00% | Add +1300.0% | 14 | $388 |
| Rossby Financial, LCC | 0.00% | New | 9 | $243 |
"% 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.