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Sheaff Brock Investment Advisors, LLC: SPY position timeline

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

Sheaff Brock Investment Advisors, LLC held 22,746 SPY shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 22,746 shares
    Change vs previous 13F +357 shares

    1.17% of the 13F portfolio, value $12,723,730.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock Investment 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 ended2024-12-31
    13F 22,389 shares
    Change vs previous 13F +3,293 shares

    1.14% of the 13F portfolio, value $13,121,891.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock Investment 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 ended2024-09-30
    13F 19,096 shares
    Change vs previous 13F +443 shares

    0.96% of the 13F portfolio, value $10,956,265.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock Investment 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 ended2024-06-30
    13F 18,653 shares
    Change vs previous 13F +495 shares

    0.94% of the 13F portfolio, value $10,151,077.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock Investment 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 ended2024-03-31
    13F 18,158 shares
    Change vs previous 13F +1,099 shares

    0.76% of the 13F portfolio, value $9,497,894.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock Investment 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 ended2023-12-31
    13F 17,059 shares
    Change vs previous 13F +266 shares

    0.73% of the 13F portfolio, value $8,108,402.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock Investment 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 ended2023-09-30
    13F 16,793 shares
    Change vs previous 13F -1,269 shares

    0.72% of the 13F portfolio, value $7,178,511.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock Investment 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 ended2023-06-30
    13F 18,062 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $8,006,680.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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