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Kestra Advisory Services, LLC: SPYG position timeline

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

Kestra Advisory Services, LLC held 4,192,808 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,192,808 shares
    Change vs previous 13F -695,121 shares

    1.1% of the 13F portfolio, value $498,902,177.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 418,135 shares
    • Kestra Advisory Services, LLC: 854,452 shares
    • Kestra Investment Management, LLC: 2,920,221 shares

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

  2. period ended2026-03-31
    13F 4,887,929 shares
    Change vs previous 13F +1,126,279 shares

    1.19% of the 13F portfolio, value $478,577,117.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 447,709 shares
    • Kestra Advisory Services, LLC: 861,028 shares
    • Kestra Investment Management, LLC: 3,579,192 shares

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

  3. period ended2025-12-31
    13F 3,761,650 shares
    Change vs previous 13F +406,467 shares

    1.1% of the 13F portfolio, value $401,368,004.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 400,791 shares
    • Kestra Advisory Services, LLC: 745,120 shares
    • Kestra Investment Management, LLC: 2,615,739 shares

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

  4. period ended2025-09-30
    13F 3,355,183 shares
    Change vs previous 13F +167,183 shares

    1.06% of the 13F portfolio, value $350,650,145.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 387,571 shares
    • Kestra Advisory Services, LLC: 621,475 shares
    • Kestra Investment Management, LLC: 2,346,137 shares

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

  5. period ended2025-06-30
    13F/A 3,188,000 shares
    Change vs previous 13F +78,140 shares

    0.99% of the 13F portfolio, value $303,880,153.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 375,373 shares
    • Kestra Advisory Services, LLC: 608,977 shares
    • Kestra Investment Management, LLC: 2,203,650 shares

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

  6. period ended2025-03-31
    13F/A 3,109,860 shares
    Change vs previous 13F -262,612 shares

    0.84% of the 13F portfolio, value $249,939,448.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 363,477 shares
    • Kestra Advisory Services, LLC: 565,876 shares
    • Kestra Investment Management, LLC: 2,180,507 shares

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

  7. period ended2024-12-31
    13F 3,372,472 shares
    Change vs previous 13F +172,201 shares

    1.11% of the 13F portfolio, value $296,440,275.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 350,956 shares
    • Kestra Advisory Services, LLC: 634,301 shares
    • Kestra Investment Management, LLC: 2,387,215 shares

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

  8. period ended2024-09-30
    13F 3,200,271 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $265,566,910.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 329,981 shares
    • Kestra Advisory Services, LLC: 618,564 shares
    • Kestra Investment Management, LLC: 2,251,726 shares

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