SS SPDR BBG En RY CM St N-UiCERYETF
13F holders, Q1 2026 (March 31)125holders +25
34new positions
7sold out
1famous investor
$35.24avg. 13F price*
At the end of Q1 2026, 125 institutions reported holding SS SPDR BBG En RY CM St N-Ui (CERY) in their 13F filings, up 25 from Q4 2025. 34 opened new positions and 7 sold out. The largest holders were State Street Corp. ($201.0M), LPL Financial LLC ($57.0M) and Envestnet Asset Management Inc. ($48.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR BBG En RY CM St N-Ui
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78468R440
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $59.2M |
| Exits | 7 | $785K |
All 13F filers, Q4 2025 → Q1 2026: 4,894,402 shares bought and 42,651 shares sold, net +4,851,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| State Street Corp. | 0.01% | Add +1.6% | 5,703,326 | $201.0M |
| LPL Financial LLC | 0.02% | Add +64.2% | 1,616,210 | $57.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +47.7% | 1,384,260 | $48.8M |
| Envestnet Portfolio Solutions, Inc. | 0.23% | Add +11.6% | 1,188,939 | $41.9M |
| Jane Street Group, LLC | 0.04% | New | 928,330 | $32.7M |
| Assetmark, Inc. | 0.06% | Add +34.5% | 855,806 | $30.2M |
| Cambria Investment Management, L.P. | 0.90% | Add +5.7% | 458,575 | $16.2M |
| Cerity Partners LLC | 0.02% | New | 385,475 | $13.6M |
| Park Avenue Securities LLC | 0.10% | Add +5.3% | 353,223 | $12.4M |
| Tidal Investments LLC | 0.04% | Add +670.9% | 347,357 | $12.2M |
| Continuum Wealth Advisors, LLC | 5.02% | Add +3145.0% | 343,353 | $12.1M |
| Wells Fargo & Company | 0.00% | Add +1093.9% | 230,072 | $8.1M |
| Raymond James Financial Inc. | 0.00% | Add +11.3% | 208,842 | $7.4M |
| Empowered Funds, LLC | 0.05% | Add +9.4% | 205,521 | $7.2M |
| Aspire Private Capital, LLC | 1.61% | Add +32.3% | 202,721 | $7.1M |
| Private Advisory Group LLC | 0.44% | Add +27.4% | 178,406 | $6.3M |
| Bank of America Corp. | 0.00% | Add +86.9% | 163,315 | $5.8M |
| Landmark Wealth Management, Inc. | 2.03% | Add +39.7% | 152,561 | $5.4M |
| Leo Wealth, LLC | 0.33% | Add +4.3% | 127,061 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.0% | 123,787 | $4.4M |
| Cetera Investment Advisers | 0.00% | Add +70.6% | 118,818 | $4.2M |
| HighTower Advisors, LLC | 0.00% | Add +77.1% | 113,925 | $4.0M |
| International Private Wealth Advisors LLC | 2.37% | Add +7.7% | 110,073 | $3.9M |
| Raleigh Capital Management Inc. | 1.33% | Add +45.9% | 109,527 | $3.9M |
| Signal Advisors Wealth, LLC | 0.26% | Add +43.9% | 109,311 | $3.9M |
| Harbour Investments, Inc. | 0.05% | Add +38.8% | 94,410 | $3.3M |
| AE Wealth Management LLC | 0.01% | Add +38.6% | 76,691 | $2.7M |
| Sharkey, Howes & Javer | 0.36% | Add +10.6% | 74,792 | $2.6M |
| AlTi Global, Inc. | 0.06% | New | 72,600 | $2.5M |
| CreativeOne Wealth, LLC | 0.06% | Add +60.0% | 69,486 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +200.1% | 67,891 | $2.4M |
| Capital Investment Management, Inc. | 0.82% | Add +0.1% | 67,485 | $2.4M |
| Valtinson Bruner Financial Planning LLC | 0.59% | Add +15.7% | 60,745 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +72.2% | 56,578 | $2.0M |
| Axxcess Wealth Management, LLC | 0.05% | Add +49.3% | 46,459 | $1.6M |
| Principal Securities, Inc. | 0.02% | Add +217.8% | 46,277 | $1.6M |
| Simplicity Wealth,LLC | 0.09% | Add +17.6% | 45,122 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -14.6% | 43,830 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -0.8% | 42,937 | $1.5M |
| Virtu Financial LLC | 0.06% | New | 41,465 | $1.5M |
| Legacy Wealth Partners, LLC | 0.36% | Add +45.5% | 41,034 | $1.4M |
| Novus Advisors, LLC | 3.11% | Add +33.2% | 39,447 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | New | 37,454 | $1.3M |
| Belpointe Asset Management LLC | 0.05% | Add +3.0% | 35,609 | $1.3M |
| Global Financial Private Client, LLC | 0.39% | Add +38.3% | 34,209 | $1.2M |
| Midwest Financial Network, LLC | 0.94% | Add +73.1% | 33,506 | $1.2M |
| HighPoint Advisor Group LLC | 0.05% | New | 33,294 | $1.2M |
| Lockerman Financial Group, Inc. | 2.01% | Add +59.2% | 31,714 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.7% | 30,443 | $1.1M |
| RFG Advisory, LLC | 0.02% | Reduce -2.1% | 29,248 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +36.6% | 28,249 | $996K |
| Kestra Advisory Services, LLC | 0.00% | Add +213.7% | 28,215 | $994K |
| Richardson Financial Services Inc. | 0.61% | Add +29.2% | 27,734 | $977K |
| Balefire, LLC | 0.18% | Add +49.6% | 27,178 | $958K |
| Susquehanna International Group, LLP | 0.00% | Add +235.3% | 26,794 | $944K |
| Western Wealth Management, LLC | 0.03% | New | 24,540 | $865K |
| Oarsman Capital, Inc. | 0.11% | Reduce -0.1% | 24,463 | $862K |
| Ascent Group, LLC | 0.03% | Add +32.8% | 22,216 | $783K |
| GeoWealth Management, LLC | 0.03% | Add +35.9% | 22,214 | $783K |
| Independent Advisor Alliance | 0.01% | Add +11.5% | 21,392 | $754K |
| Balboa Wealth Partners | 0.12% | Add +40.6% | 20,484 | $722K |
| FSB Premier Wealth Management, Inc. | 0.22% | Reduce -1.1% | 19,751 | $696K |
| Outlook Wealth Advisors, LLC | 0.16% | Add +37.9% | 19,311 | $681K |
| WealthPoint Financial, LLC | 0.54% | Add +65.4% | 18,175 | $640K |
| Astoria Portfolio Advisors LLC. | 0.13% | New | 16,911 | $618K |
| ZEGA Investments, LLC | 0.11% | Reduce -11.2% | 16,568 | $584K |
| World Investment Advisors | 0.01% | Add +34.7% | 16,043 | $565K |
| Betterment LLC | 0.00% | Add +3.9% | 13,746 | $484K |
| NewEdge Advisors, LLC | 0.00% | New | 13,318 | $469K |
| Nwam LLC | 0.02% | New | 11,817 | $416K |
| Atria Investments, Inc | 0.00% | Add +30.3% | 11,180 | $394K |
| Ethic Inc. | 0.01% | New | 11,035 | $389K |
| Creative Financial Designs Inc. | 0.02% | Reduce -13.4% | 10,986 | $387K |
| Iams Wealth Management, LLC | 0.13% | Reduce -5.1% | 10,781 | $380K |
| Arete Wealth Advisors, LLC | 0.03% | New | 10,680 | $376K |
| Maridea Wealth Management LLC | 0.05% | Add +32.5% | 10,231 | $361K |
| Absolute Capital Management, LLC | 0.11% | New | 9,444 | $333K |
| Hibernia Wealth Partners, LLC | 0.09% | New | 8,899 | $314K |
| Sanchez Gaunt Capital Management, LLC | 0.19% | — | 8,825 | $311K |
| VestGen Advisors, LLC | 0.01% | New | 7,768 | $299K |
| True Vision MN LLC | 0.15% | Add +11.7% | 8,046 | $284K |
| Gateway Wealth Partners, LLC | 0.01% | New | 7,636 | $269K |
| Wealth Watch Advisors, INC | 0.11% | Add +17.8% | 7,419 | $261K |
| Citadel Advisors | 0.00% | New | 7,158 | $252K |
| Aegis Wealth Management, Inc. | 0.20% | New | 7,145 | $252K |
| Strategic Investment Advisors / MI | 0.02% | New | 6,997 | $247K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 6,800 | $240K |
| Kelly Financial Services LLC | 0.06% | New | 6,695 | $236K |
| Capital Asset Advisory Services LLC | 0.01% | New | 5,878 | $208K |
| Sowell Financial Services LLC | 0.01% | New | 5,894 | $208K |
| USAdvisors Wealth Management, LLC | 0.07% | New | 5,749 | $203K |
| Richard W. Paul & Associates, LLC | 0.06% | Add +38.7% | 5,401 | $190K |
| Triumph Capital Management | 0.04% | Add +36.1% | 5,365 | $189K |
| Smartleaf Asset Management LLC | 0.01% | Add +23.1% | 5,268 | $187K |
| Advisory Services Network, LLC | 0.00% | New | 2,534 | $89K |
| Evolution Wealth Management Inc. | 0.05% | Reduce -0.2% | 1,988 | $70K |
| Cwm, LLC | 0.00% | Add +10.7% | 1,959 | $69K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,404 | $49K |
| Farther Finance Advisors, LLC | 0.00% | Add +21.9% | 1,397 | $49K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,250 | $44K |
"% 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.