SS SPDR BBG En RY CM St N-UiCERYETF
13F holders, Q4 2025 (December 31)100holders +6
12new positions
12sold out
$28.55avg. 13F price*
At the end of Q4 2025, 100 institutions reported holding SS SPDR BBG En RY CM St N-Ui (CERY) in their 13F filings, up 6 from Q3 2025. 12 opened new positions and 12 sold out. The largest holders were State Street Corp. ($160.2M), Envestnet Portfolio Solutions, Inc. ($30.4M) and LPL Financial LLC ($28.1M).
- Company
- SS SPDR BBG En RY CM St N-Ui
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78468R440
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.1M |
| Exits | 12 | $2.5M |
All 13F filers, Q3 2025 → Q4 2025: 365,136 shares bought and 3,160,599 shares sold, net −2,795,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| State Street Corp. | 0.01% | Reduce -16.6% | 5,610,534 | $160.2M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Reduce -10.1% | 1,065,337 | $30.4M |
| LPL Financial LLC | 0.01% | Reduce -33.2% | 984,531 | $28.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -21.3% | 937,143 | $26.8M |
| Assetmark, Inc. | 0.04% | Reduce -31.7% | 636,289 | $18.2M |
| Cambria Investment Management, L.P. | 0.72% | Add +0.6% | 433,763 | $12.4M |
| Park Avenue Securities LLC | 0.08% | Reduce -3.4% | 335,467 | $9.6M |
| Austin Private Wealth, LLC | 0.63% | Reduce -21.1% | 294,856 | $8.4M |
| Empowered Funds, LLC | 0.09% | No change | 187,873 | $5.4M |
| Raymond James Financial Inc. | 0.00% | Add +21.9% | 187,573 | $5.4M |
| Aspire Private Capital, LLC | 0.97% | Reduce -35.4% | 153,214 | $4.4M |
| Private Advisory Group LLC | 0.31% | Add +12.2% | 140,035 | $4.0M |
| Leo Wealth, LLC | 0.25% | Reduce -11.6% | 121,787 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.0% | 120,168 | $3.4M |
| Landmark Wealth Management, Inc. | 1.18% | Reduce -37.4% | 109,241 | $3.1M |
| International Private Wealth Advisors LLC | 1.84% | Reduce -6.2% | 102,190 | $2.9M |
| Bank of America Corp. | 0.00% | Add +61.9% | 87,384 | $2.5M |
| Signal Advisors Wealth, LLC | 0.17% | Reduce -32.2% | 75,954 | $2.2M |
| Raleigh Capital Management Inc. | 0.78% | Reduce -35.5% | 75,060 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -27.1% | 69,641 | $2.0M |
| Harbour Investments, Inc. | 0.04% | Reduce -17.7% | 68,017 | $1.9M |
| Sharkey, Howes & Javer | 0.25% | Reduce -32.8% | 67,614 | $1.9M |
| Capital Investment Management, Inc. | 0.67% | — | 67,417 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -36.2% | 64,319 | $1.8M |
| AE Wealth Management LLC | 0.01% | Reduce -19.0% | 55,335 | $1.6M |
| Valtinson Bruner Financial Planning LLC | 0.43% | Add +7.3% | 52,506 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -23.0% | 51,305 | $1.5M |
| Tidal Investments LLC | 0.01% | New | 45,061 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -28.4% | 43,419 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | New | 43,307 | $1.2M |
| Simplicity Wealth,LLC | 0.07% | Add +16.9% | 38,354 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Add +349.0% | 34,561 | $987K |
| MML Investors Services, LLC | 0.00% | Add +21.4% | 32,849 | $938K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -50.1% | 31,113 | $888K |
| RFG Advisory, LLC | 0.02% | Reduce -0.7% | 29,887 | $853K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +8.2% | 29,650 | $847K |
| Novus Advisors, LLC | 1.89% | Reduce -36.6% | 29,616 | $846K |
| Legacy Wealth Partners, LLC | 0.21% | — | 28,210 | $805K |
| Global Financial Private Client, LLC | 0.25% | Reduce -17.9% | 24,740 | $706K |
| Oarsman Capital, Inc. | 0.09% | Add +37.9% | 24,488 | $699K |
| Goldman Sachs Group Inc. | 0.00% | New | 22,620 | $646K |
| Richardson Financial Services Inc. | 0.20% | Reduce -27.6% | 21,460 | $609K |
| Osaic Holdings, Inc. | 0.00% | Reduce -88.8% | 20,682 | $590K |
| FSB Premier Wealth Management, Inc. | 0.18% | Add +1.1% | 19,963 | $570K |
| Lockerman Financial Group, Inc. | 1.09% | Reduce -33.1% | 19,923 | $569K |
| Midwest Financial Network, LLC | 0.43% | Add +111.4% | 19,356 | $553K |
| Wells Fargo & Company | 0.00% | Add +3577.7% | 19,271 | $550K |
| Independent Advisor Alliance | 0.01% | Add +28.8% | 19,183 | $548K |
| ZEGA Investments, LLC | 0.10% | Reduce -9.6% | 18,652 | $533K |
| Balefire, LLC | 0.10% | Reduce -27.7% | 18,170 | $519K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 17,237 | $492K |
| Ascent Group, LLC | 0.02% | Reduce -34.5% | 16,730 | $478K |
| GeoWealth Management, LLC | 0.02% | Reduce -28.4% | 16,351 | $467K |
| Balboa Wealth Partners | 0.07% | Reduce -41.1% | 14,565 | $416K |
| Principal Securities, Inc. | 0.01% | Add +67.0% | 14,562 | $416K |
| Outlook Wealth Advisors, LLC | 0.09% | Reduce -41.1% | 14,002 | $400K |
| Betterment LLC | 0.00% | Reduce -0.8% | 13,229 | $378K |
| Creative Financial Designs Inc. | 0.02% | Add +1.4% | 12,680 | $362K |
| World Investment Advisors | 0.01% | New | 11,913 | $340K |
| Iams Wealth Management, LLC | 0.12% | Reduce -41.3% | 11,365 | $324K |
| WealthPoint Financial, LLC | 0.27% | — | 10,990 | $314K |
| Continuum Wealth Advisors, LLC | 0.12% | New | 10,581 | $302K |
| Kestra Advisory Services, LLC | 0.00% | Add +18.0% | 8,994 | $257K |
| Atria Investments, Inc | 0.00% | Add +7.0% | 8,578 | $245K |
| Susquehanna International Group, LLP | 0.00% | New | 7,990 | $228K |
| Maridea Wealth Management LLC | 0.03% | Add +1.8% | 7,724 | $221K |
| Brookwood Investment Group LLC | 0.03% | New | 7,592 | $217K |
| True Vision MN LLC | 0.10% | Add +2.4% | 7,201 | $206K |
| Wealth Watch Advisors, INC | 0.07% | New | 6,300 | $180K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -71.8% | 4,278 | $124K |
| Triumph Capital Management | 0.02% | New | 3,942 | $113K |
| Richard W. Paul & Associates, LLC | 0.04% | Reduce -46.6% | 3,894 | $111K |
| Evolution Wealth Management Inc. | 0.05% | Add +159.0% | 1,992 | $57K |
| Cwm, LLC | 0.00% | Add +55.5% | 1,769 | $51K |
| Caitlin John, LLC | 0.03% | Reduce -8.4% | 1,641 | $47K |
| Royal Bank of Canada | 0.00% | Add +595.2% | 1,599 | $46K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +281.5% | 1,404 | $40K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -57.6% | 1,146 | $33K |
| Cohalo Advisory LLC | 1.91% | Reduce -2.3% | 903 | $26K |
| AdvisorNet Financial, Inc | 0.00% | No change | 648 | $19K |
| Morgan Stanley | 0.00% | Add +643.5% | 632 | $18K |
| Private Trust Co. NA | 0.00% | Reduce -29.9% | 589 | $17K |
| Global Retirement Partners, LLC | 0.00% | Reduce -38.1% | 480 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -84.3% | 428 | $12K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +70.3% | 390 | $11K |
| US Bancorp \de | 0.00% | No change | 325 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | New | 286 | $8K |
| Comerica Bank | 0.00% | Reduce -41.4% | 262 | $7K |
| Safe Harbor Fiduciary, LLC | 0.01% | — | 249 | $7K |
| Covestor Ltd | 0.00% | Reduce -3.4% | 225 | $6K |
| UBS Group AG | 0.00% | Reduce -27.5% | 203 | $6K |
| Stone House Investment Management, LLC | 0.00% | Add +4.8% | 198 | $6K |
| Kingdom Financial Group LLC. | 0.00% | New | 144 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 127 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 116 | $3K |
| Capital Analysts, LLC | 0.00% | No change | 106 | $3K |
| CoreCap Advisors, LLC | 0.00% | Add +352.9% | 77 | $2K |
| Rossby Financial, LCC | 0.00% | Add +66.7% | 15 | $428 |
| Networth Advisors, LLC | 0.00% | — | 5 | $143 |
| Key Capital Management, INC | 0.00% | — | 1 | $29 |
"% 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.