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Disclosery

CERY SPDR SERIES TRUST

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STATE STRET SPDR (fund)

71 managers (72 13F filers) reported a position in CERY shares at 2025-03-31, 12,797,477 shares in all. 28 filers opened a position and 6 filers sold out during the quarter.

Managers
71
13F filers
72
New
28
Added
31
Reduced
9
Sold out
6
Shares held by filers
12,797,477

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
STATE STREET CORPin group STATE STREET CORP6,124,360$170M0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,823,055$50.5M+1,550,038Timeline
LPL Financial LLC1,181,948$32.8M0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC929,203$25.7M0.07%+492,58813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC324,429$8.99M0.11%+298,73613F-HRTimelineGroup
Cambria Investment Management, L.P.282,863$7.84M0.55%new13F-HRTimeline
Aspire Private Capital, LLC211,192$5.85M1.46%+117,84413F-HRTimeline
Austin Private Wealth, LLC195,608$5.42M0.49%+177,66813F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.142,194$3.94M1.88%+75,40113F-HRTimeline
Leo Wealth, LLC139,935$3.88M0.56%new13F-HRTimeline
Sharkey, Howes & Javer131,900$3.65M0.52%new13F-HRTimeline
Cambridge Investment Research Advisors,…107,047$2.97M0.01%+92,37313F-HRTimeline
International Private Wealth Advisors L…106,489$2.95M2.83%+94,70213F-HRTimeline
Raleigh Capital Management Inc.96,165$2.66M1.21%+52,00113F-HRTimeline
HARBOUR INVESTMENTS, INC.70,480$1.95M0.06%+38,70413F-HRTimeline
Cetera Investment Advisers67,918$1.88M<0.01%+44,94113F-HRTimeline
HighTower Advisors, LLC65,649$1.82M<0.01%+33,27113F-HRTimeline
AE Wealth Management LLC56,257$1.56M0.01%+37,86113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC54,519$1.51M0.04%-11,46213F-HRTimeline
Sanctuary Advisors, LLC53,041$1.47M0.01%+14713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,960$1.41M0.04%+28,57813F-HRTimelineGroup
Signal Advisors Wealth, LLC43,006$1.19M0.12%+19,03113F-HRTimeline
Valtinson Bruner Financial Planning LLC42,622$1.18M0.4%new13F-HRTimeline
NOVUS ADVISORS, LLC40,403$1.12M1.13%+23,43613F-HRTimeline
Private Advisory Group LLC39,067$1.08M0.12%-172,17513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.33,633$932K0.71%+16,63413F-HRTimeline
RFG Advisory, LLC30,661$850K0.02%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC27,380$759K0.03%+14,05113F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.24,867$689K1.04%new13F-HRTimeline
GeoWealth Management, LLC23,930$663K0.03%-52,91213F-HRTimeline
Global Financial Private Client, LLC23,876$662K0.25%+14,79013F-HRTimeline
Balboa Wealth Partners21,687$601K0.15%+11,51813F-HRTimeline
Outlook Wealth Advisors, LLC20,963$581K0.16%+11,11013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.19,823$549K0.21%new13F-HRTimeline
Orion Porfolio Solutions, LLC18,926$524K0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC18,926$524K0.01%new13F-HR/ATimeline
Csenge Advisory Group17,651$474K0.03%+5,53613F-HRTimeline
GTS SECURITIES LLC17,052$473K0.02%-4,74313F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC16,919$469K0.21%+6,09313F-HRTimeline
Independent Advisor Alliance12,033$333K0.01%new13F-HRTimeline
OARSMAN CAPITAL, INC.11,785$327K0.06%-25013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,743$298K0.02%new13F-HRTimelineGroup
Kelly Financial Services LLC8,890$246K0.09%+29113F-HRTimeline
Atria Wealth Solutions, Inc.8,376$232K<0.01%new13F-HRTimeline
Strategic Investment Advisors / MI8,358$232K0.02%new13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC7,586$210K0.11%new13F-HRTimeline
Atria Investments, Inc7,373$204K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC6,252$173K0.07%+3,26613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,195$88.5K<0.01%-13,86613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,167$87.8K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,385$87.6K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC2,265$62.2K0.01%+2,05113F-HRTimeline
Transce3nd, LLC1,425$39.5K0.02%+87213F-HRTimeline
CWM, LLCin group CWM, LLC1,138$32K<0.01%new13F-HRTimelineGroup
Cohalo Advisory LLC830$23K1.7%-5213F-HRTimeline
Farther Finance Advisors, LLC809$22.5K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN654$18.1K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc648$18K<0.01%new13F-HRTimeline
COMERICA BANK384$10.6K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY358$9.92K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC347$9.62K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\222$6.15K<0.01%new13F-HRTimelineGroup
Safe Harbor Fiduciary, LLC177$4.91K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.153$4.24K<0.01%new13F-HRTimeline
REAP Financial Group, LLC116$3.21K<0.01%013F-HRTimeline
Covestor Ltd88$2K<0.01%+4413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA71$2K<0.01%-3313F-HR/ATimelineGroup
Capital A Wealth Management, LLC22$610<0.01%-1213F-HRTimeline
CoreCap Advisors, LLC14$388<0.01%+1313F-HRTimeline
Rossby Financial, LCC9$243<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.