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CAPTRUST FINANCIAL ADVISORS: SPYD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 66,108 SPYD 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 66,108 shares
    Change vs previous 13F -483 shares

    <0.01% of the 13F portfolio, value $3,154,018.

    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 66,591 shares
    Change vs previous 13F -616 shares

    0.01% of the 13F portfolio, value $3,031,128.

    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 67,207 shares
    Change vs previous 13F -5,761 shares

    0.01% of the 13F portfolio, value $2,906,690.

    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 72,968 shares
    Change vs previous 13F -1,057 shares

    0.01% of the 13F portfolio, value $3,210,607.

    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 74,025 shares
    Change vs previous 13F +15,021 shares

    0.01% of the 13F portfolio, value $3,141,615.

    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 59,004 shares
    Change vs previous 13F -1,417 shares

    0.01% of the 13F portfolio, value $2,611,526.

    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 60,421 shares
    Change vs previous 13F -2,812 shares

    0.01% of the 13F portfolio, value $2,612,599.

    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 63,233 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,886,604.

    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).