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Disclosery

CERY SPDR SERIES TRUST

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STATE STRET SPDR (fund)

80 managers (81 13F filers) reported a position in CERY shares at 2025-06-30, 11,555,973 shares in all. 14 filers opened a position and 6 filers sold out during the quarter.

Managers
80
13F filers
81
New
14
Added
20
Reduced
38
Sold out
6
Shares held by filers
11,555,973

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 CORP5,159,934$141M0.01%-964,42613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,813,059$49.4M-9,996Timeline
LPL Financial LLC751,866$20.5M0.01%-430,08213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC581,474$15.8M0.04%-347,72913F-HRTimelineGroup
Cambria Investment Management, L.P.429,680$11.7M0.79%+146,81713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC289,843$7.88M0.07%-34,58613F-HRTimelineGroup
Austin Private Wealth, LLC240,644$6.55M0.52%+45,03613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC195,104$5.31M<0.01%new13F-HRTimelineGroup
Empowered Funds, LLC185,068$5.04M0.06%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.169,696$4.69M0.01%+166,50113F-HR/ATimelineGroup
Leo Wealth, LLC138,906$3.78M0.29%-1,02913F-HRTimeline
Aspire Private Capital, LLC133,083$3.62M0.84%-78,10913F-HRTimeline
International Private Wealth Advisors L…96,675$2.63M2.26%-9,81413F-HRTimeline
Cambridge Investment Research Advisors,…93,748$2.55M0.01%-13,29913F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.87,015$2.37M1.02%-55,17913F-HRTimeline
Private Advisory Group LLC73,416$2M0.19%+34,34913F-HRTimeline
Sharkey, Howes & Javer66,301$1.81M0.24%-65,59913F-HRTimeline
Signal Advisors Wealth, LLC59,697$1.63M0.13%+16,69113F-HRTimeline
Raleigh Capital Management Inc.57,944$1.58M0.66%-38,22113F-HRTimeline
Cetera Investment Advisers52,190$1.42M<0.01%-15,72813F-HRTimeline
Simplicity Wealth,LLC51,874$1.41M0.06%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.49,127$1.34M0.03%-21,35313F-HRTimeline
Valtinson Bruner Financial Planning LLC47,238$1.29M0.4%+4,61613F-HRTimeline
HighTower Advisors, LLC46,090$1.26M<0.01%-19,55913F-HRTimeline
AE Wealth Management LLC42,560$1.16M0.01%-13,69713F-HRTimeline
Private Advisor Group, LLC42,320$1.15M0.01%new13F-HRTimeline
Smartleaf Asset Management LLC42,147$1.15M0.1%+39,88213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA37,574$1.02M<0.01%+37,50313F-HR/ATimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,036$872K0.02%-18,92413F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC31,585$860K0.02%-22,93413F-HRTimeline
Sanctuary Advisors, LLC30,974$843K0.01%-22,06713F-HRTimeline
RFG Advisory, LLC30,033$818K0.02%-62813F-HRTimeline
Janney Montgomery Scott LLC28,976$789K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC25,700$700K0.01%+6,77413F-HR/ATimeline
NOVUS ADVISORS, LLC24,148$658K1%-16,25513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.23,023$627K0.04%+12,28013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.22,204$606K0.41%-11,42913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.19,791$539K0.19%-3213F-HRTimeline
Balefire, LLC17,943$489K0.11%new13F-HRTimeline
Csenge Advisory Group17,812$470K0.02%+16113F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.16,885$460K0.62%-7,98213F-HRTimeline
OARSMAN CAPITAL, INC.16,805$458K0.07%+5,02013F-HRTimeline
GeoWealth Management, LLC16,697$455K0.02%-7,23313F-HRTimeline
Global Financial Private Client, LLC15,521$423K0.16%-8,35513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,460$421K0.02%-11,92013F-HRTimelineGroup
Independent Advisor Alliance13,725$374K0.01%+1,69213F-HRTimeline
Balboa Wealth Partners12,324$336K0.07%-9,36313F-HRTimeline
Outlook Wealth Advisors, LLC11,839$322K0.08%-9,12413F-HRTimeline
GTS SECURITIES LLC11,129$303K0.01%-5,92313F-HRTimeline
Betterment LLC10,948$298K<0.01%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,264$279K0.13%-6,65513F-HRTimeline
VestGen Advisors, LLC9,651$264K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC9,496$259K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,928$216K<0.01%new13F-HRTimelineGroup
Waterloo Capital, L.P.7,800$212K0.02%new13F-HRTimeline
Walkner Condon Financial Advisors LLC7,384$201K0.04%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,219$142K0.01%+2,05213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,441$121K<0.01%+1,05613F-HRTimelineGroup
Richard W. Paul & Associates, LLC3,625$98.7K0.04%-2,62713F-HRTimeline
LANARK FINANCIAL, INC.2,308$62K0.01%new13F-HRTimeline
Transce3nd, LLC1,305$35.5K0.02%-12013F-HRTimeline
CWM, LLCin group CWM, LLC1,138$31K<0.01%013F-HRTimelineGroup
Cohalo Advisory LLC924$25.2K1.92%+9413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.769$20.9K0.03%13F-HRTimeline
Farther Finance Advisors, LLC652$17.8K<0.01%-15713F-HRTimeline
AdvisorNet Financial, Inc648$17.6K<0.01%013F-HRTimeline
Global Retirement Partners, LLC412$11.2K<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN353$9.61K<0.01%-30113F-HRTimelineGroup
Aptus Capital Advisors, LLC347$9.45K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA285$7.76K<0.01%new13F-HRTimeline
Safe Harbor Fiduciary, LLC233$6.34K0.01%+5613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\222$6.04K<0.01%013F-HRTimelineGroup
COMERICA BANK217$5.91K<0.01%-16713F-HRTimeline
Quest 10 Wealth Builders, Inc.149$4.06K<0.01%-413F-HRTimeline
Covestor Ltd146$4K<0.01%+5813F-HRTimeline
REAP Financial Group, LLC116$3.16K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY85$2.31K<0.01%-27313F-HRTimelineGroup
CoreCap Advisors, LLC16$436<0.01%+213F-HRTimeline
Rossby Financial, LCC9$245<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.