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Disclosery

CERY SPDR SERIES TRUST

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STATE STRET SPDR (fund)

50 managers (51 13F filers) reported a position in CERY shares at 2024-12-31, 1,785,939 shares in all. 46 filers opened a position and 0 filers sold out during the quarter.

Managers
50
13F filers
51
New
46
Added
0
Reduced
0
Sold out
0
Shares held by filers
1,785,939

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ASSETMARK, INCin group ASSETMARK, INC436,615$11.3M0.03%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding273,017$7.07MnewTimeline
Private Advisory Group LLC211,242$5.47M0.61%new13F-HR/ATimeline
Aspire Private Capital, LLC93,348$2.42M0.6%new13F-HRTimeline
GeoWealth Management, LLC76,842$1.99M0.07%new13F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.66,793$1.73M0.84%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC65,981$1.71M0.04%new13F-HRTimeline
Sanctuary Advisors, LLC52,894$1.42M0.01%new13F-HRTimeline
Raleigh Capital Management Inc.44,164$1.14M0.44%new13F-HRTimeline
Walkner Condon Financial Advisors LLC41,169$1.07M0.22%new13F-HRTimeline
HighTower Advisors, LLC32,378$838K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.31,776$823K0.02%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC25,693$665K0.01%new13F-HRTimelineGroup
Signal Advisors Wealth, LLC23,975$621K0.07%new13F-HRTimeline
Cetera Investment Advisers22,977$595K<0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,382$579K0.02%new13F-HRTimelineGroup
GTS SECURITIES LLC21,795$564K0.03%new13F-HRTimeline
Aveo Capital Partners, LLC19,511$505K0.06%new13F-HRTimeline
AE Wealth Management LLC18,396$476K<0.01%new13F-HRTimeline
Austin Private Wealth, LLC17,940$464K0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,061$442K<0.01%new13F-HR/ATimelineGroup
RICHARDSON FINANCIAL SERVICES INC.16,999$439K0.31%new13F-HRTimeline
NOVUS ADVISORS, LLC16,967$439K0.44%13F-HRTimeline
Cambridge Investment Research Advisors,…14,674$380K<0.01%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,329$345K0.03%new13F-HRTimelineGroup
Csenge Advisory Group12,115$314K0.02%new13F-HRTimeline
OARSMAN CAPITAL, INC.12,035$312K0.05%new13F-HRTimeline
International Private Wealth Advisors L…11,787$305K0.3%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,826$280K0.13%new13F-HRTimeline
Balboa Wealth Partners10,169$263K0.06%new13F-HRTimeline
Outlook Wealth Advisors, LLC9,853$255K0.07%new13F-HRTimeline
Global Financial Private Client, LLC9,086$235K0.09%new13F-HRTimeline
Kelly Financial Services LLC8,599$223K0.08%new13F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,111$210K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,385$87.6K<0.01%new13F-HRTimelineGroup
Castleview Partners, LLC3,215$83.7K0.05%new13F-HR/ATimeline
Richard W. Paul & Associates, LLC2,986$77.3K0.03%new13F-HRTimeline
Balefire, LLC2,505$65.2K0.02%new13F-HRTimeline
Caitlin John, LLC926$24K0.02%new13F-HRTimeline
Cohalo Advisory LLC882$22.8K1.95%13F-HRTimeline
Transce3nd, LLC553$14.3K<0.01%13F-HRTimeline
Aptus Capital Advisors, LLC347$8.98K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC214$5.53K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC128$3.31K<0.01%new13F-HRTimeline
REAP Financial Group, LLC116$3K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA104$3K<0.01%new13F-HRTimelineGroup
Covestor Ltd44$1K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC34$880<0.01%13F-HRTimeline
CoreCap Advisors, LLC1$26<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.