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Cetera Investment Advisers: XLU position timeline

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

Cetera Investment Advisers held 2,908,419 XLU 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 2,908,419 shares
    Change vs previous 13F -40,863 shares

    0.12% of the 13F portfolio, value $131,867,712.

    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 2,949,282 shares
    Change vs previous 13F +144,224 shares

    0.14% of the 13F portfolio, value $135,342,562.

    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 2,805,058 shares
    Change vs previous 13F +1,506,034 shares

    0.13% of the 13F portfolio, value $119,747,926.

    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 1,299,024 shares
    Change vs previous 13F +322,460 shares

    0.13% of the 13F portfolio, value $113,287,915.

    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 976,564 shares
    Change vs previous 13F +121,696 shares

    0.13% of the 13F portfolio, value $79,746,206.

    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 854,868 shares
    Change vs previous 13F +93,255 shares

    0.13% of the 13F portfolio, value $67,406,355.

    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 761,613 shares
    Change vs previous 13F -112,182 shares

    0.12% of the 13F portfolio, value $57,646,476.

    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 873,795 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $70,585,181.

    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).