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Cetera Investment Advisers: XLY position timeline

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

Cetera Investment Advisers held 540,985 XLY 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 540,985 shares
    Change vs previous 13F -52,685 shares

    0.06% of the 13F portfolio, value $63,446,711.

    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 593,670 shares
    Change vs previous 13F -5,510 shares

    0.07% of the 13F portfolio, value $64,698,105.

    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 599,180 shares
    Change vs previous 13F +279,891 shares

    0.08% of the 13F portfolio, value $71,548,131.

    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 319,289 shares
    Change vs previous 13F +48,655 shares

    0.09% of the 13F portfolio, value $76,514,620.

    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 270,634 shares
    Change vs previous 13F -35,287 shares

    0.1% of the 13F portfolio, value $58,816,778.

    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 305,921 shares
    Change vs previous 13F +4,829 shares

    0.12% of the 13F portfolio, value $60,407,166.

    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 301,092 shares
    Change vs previous 13F +8,100 shares

    0.14% of the 13F portfolio, value $67,549,966.

    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 292,992 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $58,706,721.

    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).