SS SPDR BBG EN RY CM ST N-UI (CERY) Institutional Ownership Changes & 13F Activity

SS SPDR BBG EN RY CM ST N-UI (CERY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Tidal Investments Llc, Envestnet Portfolio Solutions, Inc., Raymond James Financial Inc, and Envestnet Asset Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Portfolio Solutions, Inc.Buy+153,721+12.9%1,342,660$44.89MQ2 2026Sep 23, 2026
Envestnet Asset Management IncBuy+127,091+9.2%1,511,351$50.52MQ2 2026Sep 23, 2026
State Street CorpBuy+521,907+9.2%6,225,233$208.11MQ2 2026Sep 22, 2026
Brown, Lisle/Cummings, Inc.Buy+738+83.4%1,623$54.26KQ2 2026Sep 02, 2026
Fsa Advisors, Inc.Buy+6,656—6,656$222.49KQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+4,016+2.0%209,537$7.00MQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+127,323+61.0%336,165$11.24MQ2 2026Aug 14, 2026
Bank Of America CorpSell-19,736-12.1%143,579$4.80MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+16,478+4.3%401,953$13.44MQ2 2026Aug 14, 2026
Cambria Investment Management, L.P.Buy+11,497+2.5%470,072$15.71MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+9,409+4.1%239,481$8.01MQ2 2026Aug 14, 2026
Ruggiero Investments, Inc.Buy+6,917—6,917$231.24KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-4,828-17.1%23,421$783.01KQ2 2026Aug 14, 2026
Wealth Watch Advisors, IncBuy+2,699+36.4%10,118$338.25KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+2,238+7.4%32,681$1.09MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,460—1,460$48.00KQ2 2026Aug 14, 2026
Betterment LlcBuy+1,280+9.3%15,026$502.00KQ2 2026Aug 14, 2026
Strategic Investment Advisors / MiSell-1,259-18.0%5,738$191.81KQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+1,238+7.7%17,281$582.23KQ2 2026Aug 14, 2026
Sanchez Gaunt Capital Management, LlcSell-250-2.8%8,575$286.66KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-131-0.5%24,409$815.99KQ2 2026Aug 14, 2026
Tidal Investments LlcSell-290,992-83.8%56,365$1.88MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcSell-27,337-39.3%42,149$1.41MQ2 2026Aug 13, 2026
Hobbs Group Advisors, LlcBuy+7,170—7,170$239.69KQ2 2026Aug 13, 2026
Morgan StanleyBuy+6,675+3423.1%6,870$229.66KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-3,428-7.8%40,402$1.35MQ2 2026Aug 13, 2026
Arete Wealth Advisors, LlcBuy+2,870+26.9%13,550$452.98KQ2 2026Aug 13, 2026
Ubs Group AgBuy+2,143—2,143$71.64KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-250-20.0%1,000$33.43KQ2 2026Aug 13, 2026
Harbour Investments, Inc.Buy+11,828+12.5%106,238$3.55MQ2 2026Aug 12, 2026
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Frequently asked questions about CERY activity

  • Which institutional owners are buying CERY?

    Institutional owners buying CERY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CERY activity?

    "Buy" means an investor increased their reported position in CERY compared to the prior reporting period. This reflects growing exposure to SS SPDR BBG EN RY CM ST N-UI (CERY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CERY increasing?

    Institutional interest in CERY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.