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Mutual Advisors, LLC: SPY position timeline

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

Mutual Advisors, LLC held 374,687 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 374,687 shares
    Change vs previous 13F -25,942 shares

    5.27% of the 13F portfolio, value $279,805,364.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 400,629 shares
    Change vs previous 13F +5,664 shares

    5.59% of the 13F portfolio, value $260,545,313.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 394,965 shares
    Change vs previous 13F +6,664 shares

    5.77% of the 13F portfolio, value $269,334,818.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 388,301 shares
    Change vs previous 13F -17,066 shares

    5.75% of the 13F portfolio, value $260,845,401.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 405,367 shares
    Change vs previous 13F -17,666 shares

    6.45% of the 13F portfolio, value $258,259,255.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 423,033 shares
    Change vs previous 13F +83,351 shares

    6.67% of the 13F portfolio, value $232,938,873.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 339,682 shares
    Change vs previous 13F -2,442 shares

    5.82% of the 13F portfolio, value $200,969,191.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 342,124 shares
    Change vs previous 13F not available

    5.79% of the 13F portfolio, value $198,171,975.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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