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Cetera Investment Advisers: SPDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on SPDW, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 2,199,869 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,199,869 shares
    Change vs previous 13F -60,072 shares

    0.1% of the 13F portfolio, value $110,851,394.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 2,259,941 shares
    Change vs previous 13F +108,548 shares

    0.11% of the 13F portfolio, value $103,166,316.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 2,151,393 shares
    Change vs previous 13F +145,172 shares

    0.1% of the 13F portfolio, value $95,543,377.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 2,006,221 shares
    Change vs previous 13F +130,796 shares

    0.1% of the 13F portfolio, value $85,846,205.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 1,875,425 shares
    Change vs previous 13F -43,744 shares

    0.13% of the 13F portfolio, value $75,935,972.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 1,919,169 shares
    Change vs previous 13F +89,555 shares

    0.14% of the 13F portfolio, value $69,876,912.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 1,829,614 shares
    Change vs previous 13F +43,613 shares

    0.13% of the 13F portfolio, value $62,444,717.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 1,786,001 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $67,082,187.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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