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Cetera Investment Advisers: SPY position timeline

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

Cetera Investment Advisers held 1,868,568 SPY 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 1,868,568 shares
    Change vs previous 13F +57,209 shares

    1.27% of the 13F portfolio, value $1,395,390,097.

    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 1,811,359 shares
    Change vs previous 13F -19,884 shares

    1.25% of the 13F portfolio, value $1,177,998,894.

    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 1,831,243 shares
    Change vs previous 13F +68,798 shares

    1.36% of the 13F portfolio, value $1,248,761,007.

    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 1,762,445 shares
    Change vs previous 13F +433,829 shares

    1.36% of the 13F portfolio, value $1,174,106,106.

    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 1,328,616 shares
    Change vs previous 13F +4,129 shares

    1.39% of the 13F portfolio, value $820,885,179.

    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 1,324,487 shares
    Change vs previous 13F +20,047 shares

    1.44% of the 13F portfolio, value $740,904,475.

    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 1,304,440 shares
    Change vs previous 13F +2,038 shares

    1.6% of the 13F portfolio, value $764,506,229.

    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 1,302,402 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $747,266,374.

    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).