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Cetera Investment Advisers: XLP position timeline

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

Cetera Investment Advisers held 550,035 XLP 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 550,035 shares
    Change vs previous 13F -113,104 shares

    0.04% of the 13F portfolio, value $45,691,402.

    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 663,139 shares
    Change vs previous 13F -63,600 shares

    0.06% of the 13F portfolio, value $54,364,135.

    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 726,739 shares
    Change vs previous 13F -47,002 shares

    0.06% of the 13F portfolio, value $56,453,088.

    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 773,741 shares
    Change vs previous 13F -317,856 shares

    0.07% of the 13F portfolio, value $60,638,086.

    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 1,091,597 shares
    Change vs previous 13F +307,502 shares

    0.15% of the 13F portfolio, value $88,386,652.

    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 784,095 shares
    Change vs previous 13F +37,005 shares

    0.12% of the 13F portfolio, value $64,037,034.

    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 747,090 shares
    Change vs previous 13F -15,223 shares

    0.12% of the 13F portfolio, value $58,728,725.

    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 762,313 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $63,271,961.

    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).