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CAPTRUST FINANCIAL ADVISORS: SPYG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 149,296 SPYG 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 149,296 shares
    Change vs previous 13F -8,640 shares

    0.03% of the 13F portfolio, value $17,764,718.

    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 157,936 shares
    Change vs previous 13F +86,032 shares

    0.03% of the 13F portfolio, value $15,463,544.

    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 71,904 shares
    Change vs previous 13F +3,252 shares

    0.01% of the 13F portfolio, value $7,672,129.

    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 68,652 shares
    Change vs previous 13F +494 shares

    0.01% of the 13F portfolio, value $7,174,846.

    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 68,158 shares
    Change vs previous 13F -3,955 shares

    0.01% of the 13F portfolio, value $6,496,858.

    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 72,113 shares
    Change vs previous 13F -220 shares

    0.01% of the 13F portfolio, value $5,795,695.

    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 72,333 shares
    Change vs previous 13F -1,686 shares

    0.02% of the 13F portfolio, value $6,358,080.

    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 74,019 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,138,915.

    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).