SEC 13F Intelligence

Continuum Wealth Advisors, LLC / CERY

Continuum Wealth Advisors, LLC’s Spdr Series Trust Position

Does Continuum Wealth Advisors, LLC own Spdr Series Trust (CERY)? Yes — 343.4K shares worth $12M (+5.02% of its 13F portfolio) as of Q1 2026, up from 10.6K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
343.4K
% of Portfolio
+5.02%
Quarters Held
3
currently held

Position History CERY

Reported value by quarter
Q1 ’25: $210,208Q1 ’25Q4 ’25: $302,088Q4 ’25Q1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026343.4K$12M+5.02%
Q4 202510.6K$302,088+0.12%
Q1 20257.6K$210,208+0.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Continuum Wealth Advisors, LLC’s full portfolio or all institutional holders of CERY.