SS SPDR BBG En RY CM St N-UiCERYETF
13F holders, Q2 2025 (June 30)80holders +9
14new positions
6sold out
$27.23avg. 13F price*
At the end of Q2 2025, 80 institutions reported holding SS SPDR BBG En RY CM St N-Ui (CERY) in their 13F filings, up 9 from Q1 2025. 14 opened new positions and 6 sold out. The largest holders were State Street Corp. ($140.5M), Envestnet Asset Management Inc. ($27.2M) and Envestnet Portfolio Solutions, Inc. ($22.2M).
- Company
- SS SPDR BBG En RY CM St N-Ui
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78468R440
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $15.7M |
| Exits | 6 | $1.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,214,147 shares bought and 2,437,906 shares sold, net −1,223,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| State Street Corp. | 0.01% | Reduce -15.8% | 5,159,934 | $140.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.2% | 998,711 | $27.2M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -13.4% | 814,348 | $22.2M |
| LPL Financial LLC | 0.01% | Reduce -36.4% | 751,866 | $20.5M |
| Assetmark, Inc. | 0.04% | Reduce -37.4% | 581,474 | $15.8M |
| Cambria Investment Management, L.P. | 0.79% | Add +51.9% | 429,680 | $11.7M |
| Park Avenue Securities LLC | 0.07% | Reduce -10.7% | 289,843 | $7.9M |
| Austin Private Wealth, LLC | 0.52% | Add +23.0% | 240,644 | $6.6M |
| Raymond James Financial Inc. | 0.00% | New | 195,104 | $5.3M |
| Empowered Funds, LLC | 0.06% | New | 185,068 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +5211.3% | 169,696 | $4.7M |
| Leo Wealth, LLC | 0.29% | Reduce -0.7% | 138,906 | $3.8M |
| Aspire Private Capital, LLC | 0.84% | Reduce -37.0% | 133,083 | $3.6M |
| International Private Wealth Advisors LLC | 2.26% | Reduce -9.2% | 96,675 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -12.4% | 93,748 | $2.6M |
| Landmark Wealth Management, Inc. | 1.01% | Reduce -38.8% | 87,015 | $2.4M |
| Private Advisory Group LLC | 0.19% | Add +87.9% | 73,416 | $2.0M |
| Sharkey, Howes & Javer | 0.24% | Reduce -49.7% | 66,301 | $1.8M |
| Signal Advisors Wealth, LLC | 0.13% | Add +38.8% | 59,697 | $1.6M |
| Raleigh Capital Management Inc. | 0.66% | Reduce -39.8% | 57,944 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -23.2% | 52,190 | $1.4M |
| Simplicity Wealth,LLC | 0.06% | New | 51,874 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Reduce -30.3% | 49,127 | $1.3M |
| Valtinson Bruner Financial Planning LLC | 0.40% | Add +10.8% | 47,238 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -29.8% | 46,090 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -24.4% | 42,560 | $1.2M |
| Private Advisor Group, LLC | 0.01% | New | 42,320 | $1.2M |
| Smartleaf Asset Management LLC | 0.10% | Add +1760.8% | 42,147 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +52821.1% | 37,574 | $1.0M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -37.1% | 32,036 | $872K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -42.1% | 31,585 | $860K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -41.6% | 30,974 | $843K |
| RFG Advisory, LLC | 0.02% | Reduce -2.0% | 30,033 | $818K |
| Janney Montgomery Scott LLC | 0.00% | New | 28,976 | $789K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +35.8% | 25,700 | $700K |
| Novus Advisors, LLC | 1.00% | Reduce -40.2% | 24,148 | $658K |
| Hilltop Holdings Inc. | 0.04% | Add +114.3% | 23,023 | $627K |
| Richardson Financial Services Inc. | 0.41% | Reduce -34.0% | 22,204 | $606K |
| FSB Premier Wealth Management, Inc. | 0.19% | Reduce -0.2% | 19,791 | $539K |
| Balefire, LLC | 0.11% | New | 17,943 | $489K |
| Csenge Advisory Group | 0.02% | Add +0.9% | 17,812 | $470K |
| Lockerman Financial Group, Inc. | 0.62% | Reduce -32.1% | 16,885 | $460K |
| Oarsman Capital, Inc. | 0.07% | Add +42.6% | 16,805 | $458K |
| GeoWealth Management, LLC | 0.02% | Reduce -30.2% | 16,697 | $455K |
| Global Financial Private Client, LLC | 0.16% | Reduce -35.0% | 15,521 | $423K |
| Ascent Group, LLC | 0.02% | Reduce -43.5% | 15,460 | $421K |
| Independent Advisor Alliance | 0.01% | Add +14.1% | 13,725 | $374K |
| Balboa Wealth Partners | 0.07% | Reduce -43.2% | 12,324 | $336K |
| Outlook Wealth Advisors, LLC | 0.08% | Reduce -43.5% | 11,839 | $322K |
| GTS Securities LLC | 0.01% | Reduce -34.7% | 11,129 | $303K |
| Betterment LLC | 0.00% | New | 10,948 | $298K |
| Iams Wealth Management, LLC | 0.13% | Reduce -39.3% | 10,264 | $279K |
| VestGen Advisors, LLC | 0.01% | New | 9,651 | $264K |
| MML Investors Services, LLC | 0.00% | New | 9,496 | $259K |
| Bank of America Corp. | 0.00% | New | 7,928 | $216K |
| Waterloo Capital, L.P. | 0.02% | New | 7,800 | $212K |
| Walkner Condon Financial Advisors LLC | 0.04% | New | 7,384 | $201K |
| Creative Financial Designs Inc. | 0.01% | Add +64.8% | 5,219 | $142K |
| Principal Securities, Inc. | 0.00% | Add +31.2% | 4,441 | $121K |
| Richard W. Paul & Associates, LLC | 0.04% | Reduce -42.0% | 3,625 | $99K |
| Lanark Financial, Inc. | 0.01% | New | 2,308 | $62K |
| Transce3nd, LLC | 0.01% | Reduce -8.4% | 1,305 | $36K |
| Cwm, LLC | 0.00% | No change | 1,138 | $31K |
| Cohalo Advisory LLC | 1.92% | Add +11.3% | 924 | $25K |
| Evolution Wealth Management Inc. | 0.03% | — | 769 | $21K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -19.4% | 652 | $18K |
| AdvisorNet Financial, Inc | 0.00% | No change | 648 | $18K |
| Global Retirement Partners, LLC | 0.00% | — | 412 | $11K |
| Wells Fargo & Company | 0.00% | Reduce -46.0% | 353 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 347 | $9K |
| Private Trust Co. NA | 0.00% | New | 285 | $8K |
| Safe Harbor Fiduciary, LLC | 0.01% | Add +31.6% | 233 | $6K |
| US Bancorp \de | 0.00% | No change | 222 | $6K |
| Comerica Bank | 0.00% | Reduce -43.5% | 217 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -2.6% | 149 | $4K |
| Covestor Ltd | 0.00% | Add +65.9% | 146 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 116 | $3K |
| Morgan Stanley | 0.00% | Reduce -76.3% | 85 | $2K |
| CoreCap Advisors, LLC | 0.00% | Add +14.3% | 16 | $436 |
| Rossby Financial, LCC | 0.00% | No change | 9 | $245 |
"% 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.