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Kestra Advisory Services, LLC: SPY position timeline

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

Kestra Advisory Services, LLC held 654,612 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 654,612 shares
    Change vs previous 13F -20,600 shares

    1.08% of the 13F portfolio, value $488,844,183.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 119,662 shares
    • Kestra Advisory Services, LLC: 533,983 shares
    • Kestra Investment Management, LLC: 967 shares

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

  2. period ended2026-03-31
    13F 675,212 shares
    Change vs previous 13F +53,856 shares

    1.09% of the 13F portfolio, value $439,117,735.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 122,932 shares
    • Kestra Advisory Services, LLC: 550,433 shares
    • Kestra Investment Management, LLC: 1,847 shares

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

  3. period ended2025-12-31
    13F 621,356 shares
    Change vs previous 13F +45,746 shares

    1.16% of the 13F portfolio, value $423,715,221.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 112,418 shares
    • Kestra Advisory Services, LLC: 508,077 shares
    • Kestra Investment Management, LLC: 861 shares

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

  4. period ended2025-09-30
    13F 575,610 shares
    Change vs previous 13F +11,338 shares

    1.15% of the 13F portfolio, value $383,460,064.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 113,252 shares
    • Kestra Advisory Services, LLC: 461,854 shares
    • Kestra Investment Management, LLC: 504 shares

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

  5. period ended2025-06-30
    13F/A 564,272 shares
    Change vs previous 13F +15,363 shares

    1.13% of the 13F portfolio, value $348,635,574.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 110,165 shares
    • Kestra Advisory Services, LLC: 453,503 shares
    • Kestra Investment Management, LLC: 604 shares

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

  6. period ended2025-03-31
    13F/A 548,909 shares
    Change vs previous 13F -34,363 shares

    1.03% of the 13F portfolio, value $307,054,206.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 101,762 shares
    • Kestra Advisory Services, LLC: 446,643 shares
    • Kestra Investment Management, LLC: 504 shares

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

  7. period ended2024-12-31
    13F 583,272 shares
    Change vs previous 13F +20,488 shares

    1.28% of the 13F portfolio, value $341,844,192.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 94,335 shares
    • Kestra Advisory Services, LLC: 488,425 shares
    • Kestra Investment Management, LLC: 512 shares

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

  8. period ended2024-09-30
    13F 562,784 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $322,902,713.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 91,394 shares
    • Kestra Advisory Services, LLC: 470,954 shares
    • Kestra Investment Management, LLC: 436 shares

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