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CAPTRUST FINANCIAL ADVISORS: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on SPY, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 783,901 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 783,901 shares
    Change vs previous 13F -4,350 shares

    0.9% of the 13F portfolio, value $585,393,720.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 788,251 shares
    Change vs previous 13F -8,892 shares

    0.9% of the 13F portfolio, value $512,609,963.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 797,143 shares
    Change vs previous 13F +52,870 shares

    1.03% of the 13F portfolio, value $543,588,081.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 744,273 shares
    Change vs previous 13F -21,924 shares

    1.01% of the 13F portfolio, value $495,819,750.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 766,197 shares
    Change vs previous 13F -303,181 shares

    1.06% of the 13F portfolio, value $473,394,521.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,069,378 shares
    Change vs previous 13F +40,222 shares

    1.08% of the 13F portfolio, value $430,993,005.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,029,156 shares
    Change vs previous 13F -21,490 shares

    1.22% of the 13F portfolio, value $427,969,278.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,050,646 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $431,309,057.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).