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Calamos Advisors LLC: XLY position timeline

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

Calamos Advisors LLC held 17,672 XLY 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 17,672 shares
    Change vs previous 13F -16,252 shares

    0.06% of the 13F portfolio, value $2,072,572.

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

    • Calamos Advisors LLC: 0 shares
    • Calamos Wealth Management LLC: 17,672 shares

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

  2. period ended2026-03-31
    13F 33,924 shares
    Change vs previous 13F +16,962 shares

    0.01% of the 13F portfolio, value $3,697,038.

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

    • Calamos Advisors LLC: 16,962 shares
    • Calamos Wealth Management LLC: 16,962 shares

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

  3. period ended2025-12-31
    13F 16,962 shares
    Change vs previous 13F +9,049 shares

    0.07% of the 13F portfolio, value $2,025,432.

    13F-HR 0001455258-26-000001 filed by Calamos Wealth 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 7,913 shares
    Change vs previous 13F +92 shares

    0.07% of the 13F portfolio, value $1,896,271.

    13F-HR 0001455258-25-000002 filed by Calamos Wealth 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 7,821 shares
    Change vs previous 13F +129 shares

    0.07% of the 13F portfolio, value $1,699,738.

    13F-HR 0001085146-25-004252 filed by Calamos Wealth 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 7,692 shares
    Change vs previous 13F -199 shares

    0.08% of the 13F portfolio, value $1,518,862.

    13F-HR 0001085146-25-002416 filed by Calamos Wealth 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 7,891 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,770,346.

    13F-HR 0001085146-25-000483 filed by Calamos Wealth 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 7,891 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,581,120.

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

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