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Calamos Advisors LLC: SPY position timeline

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

Calamos Advisors LLC held 65,138 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,138 shares
    Change vs previous 13F -699,864 shares

    0.16% of the 13F portfolio, value $48,643,141.

    13F-HR 0001455258-26-000003 filed by Calamos Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 13,308 shares
    • Calamos Wealth Management LLC: 51,830 shares

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

  2. period ended2026-03-31
    13F 765,002 shares
    Change vs previous 13F +578,681 shares

    1.73% of the 13F portfolio, value $497,511,231.

    13F-HR 0001316507-26-000002 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 705,103 shares
    • Calamos Wealth Management LLC: 59,899 shares

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

  3. period ended2025-12-31
    13F 186,321 shares
    Change vs previous 13F -151,410 shares

    0.47% of the 13F portfolio, value $127,056,048.

    13F-HR 0001316507-26-000001 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 130,267 shares
    • Calamos Wealth Management LLC: 56,054 shares

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

  4. period ended2025-09-30
    13F 337,731 shares
    Change vs previous 13F +74,773 shares

    0.82% of the 13F portfolio, value $224,989,331.

    13F-HR 0001316507-25-000003 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 277,016 shares
    • Calamos Wealth Management LLC: 60,715 shares

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

  5. period ended2025-06-30
    13F 262,958 shares
    Change vs previous 13F -503,283 shares

    0.63% of the 13F portfolio, value $162,468,831.

    13F-HR 0001085146-25-004696 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 200,126 shares
    • Calamos Wealth Management LLC: 62,832 shares

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

  6. period ended2025-03-31
    13F 766,241 shares
    Change vs previous 13F +699,709 shares

    1.85% of the 13F portfolio, value $428,627,660.

    13F-HR 0001085146-25-002415 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 707,629 shares
    • Calamos Wealth Management LLC: 58,612 shares

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

  7. period ended2024-12-31
    13F 66,532 shares
    Change vs previous 13F +1,218 shares

    0.16% of the 13F portfolio, value $38,992,809.

    13F-HR 0001085146-25-000483 filed by Calamos Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 11,549 shares
    • Calamos Wealth Management LLC: 54,983 shares

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

  8. period ended2024-09-30
    13F 65,314 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $37,474,607.

    13F-HR 0001085146-24-005497 filed by Calamos Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 12,374 shares
    • Calamos Wealth Management LLC: 52,940 shares

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