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CARY STREET PARTNERS ASSET MANAGEMENT LLC: SPY position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 59,665 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,665 shares
    Change vs previous 13F -431 shares

    0.88% of the 13F portfolio, value $44,556,676.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 58,976 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 689 shares

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

  2. period ended2026-03-31
    13F 60,096 shares
    Change vs previous 13F +1,997 shares

    0.88% of the 13F portfolio, value $39,082,875.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 59,371 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 725 shares

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

  3. period ended2025-12-31
    13F 58,099 shares
    Change vs previous 13F +3,389 shares

    0.9% of the 13F portfolio, value $39,618,872.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 57,054 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,045 shares

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

  4. period ended2025-09-30
    13F 54,710 shares
    Change vs previous 13F -669 shares

    0.89% of the 13F portfolio, value $36,446,690.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 54,128 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 582 shares

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

  5. period ended2025-06-30
    13F 55,379 shares
    Change vs previous 13F +39 shares

    0.91% of the 13F portfolio, value $34,216,312.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 54,640 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 739 shares

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

  6. period ended2025-03-31
    13F 55,340 shares
    Change vs previous 13F -3,353 shares

    0.93% of the 13F portfolio, value $30,956,978.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 54,601 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 739 shares

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

  7. period ended2024-12-31
    13F 58,693 shares
    Change vs previous 13F -796 shares

    1.12% of the 13F portfolio, value $34,399,036.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 58,693 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  8. period ended2024-09-30
    13F 59,489 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $34,132,157.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 59,489 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 11,193 shares (included in another member's report, not added)

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