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Cresset Asset Management, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cresset Asset Management, LLC on SPY, newest first. How the timeline and the estimate are built.

Cresset Asset Management, LLC held 3,728,404 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,728,404 shares
    Change vs previous 13F +166,469 shares

    10.17% of the 13F portfolio, value $2,791,333,311.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, LLC
    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 3,561,935 shares
    Change vs previous 13F -51,205 shares

    10.05% of the 13F portfolio, value $2,322,868,981.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, LLC
    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 3,613,140 shares
    Change vs previous 13F +198,305 shares

    10.5% of the 13F portfolio, value $2,470,773,853.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, LLC
    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/A 3,414,835 shares
    Change vs previous 13F +65,823 shares

    10.04% of the 13F portfolio, value $2,281,146,184.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, LLC
    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/A 3,349,012 shares
    Change vs previous 13F -109,676 shares

    10.4% of the 13F portfolio, value $2,075,084,931.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, LLC
    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 3,458,688 shares
    Change vs previous 13F +119,745 shares

    9.74% of the 13F portfolio, value $1,940,600,852.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, LLC
    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 3,338,943 shares
    Change vs previous 13F -32,018 shares

    9.46% of the 13F portfolio, value $1,963,210,648.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, LLC
    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 3,370,961 shares
    Change vs previous 13F not available

    7.53% of the 13F portfolio, value $1,939,800,203.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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