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Stratos Wealth Partners, LTD.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stratos Wealth Partners, LTD. on SPY, newest first. How the timeline and the estimate are built.

Stratos Wealth Partners, LTD. held 467,095 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 467,095 shares
    Change vs previous 13F +28,559 shares

    2.4% of the 13F portfolio, value $348,814,095.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 336,556 shares
    • Stratos Wealth Advisors, LLC: 125,400 shares
    • Stratos Investment Management, LLC: 5,139 shares

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

  2. period ended2026-03-31
    13F 438,536 shares
    Change vs previous 13F -29,049 shares

    2.21% of the 13F portfolio, value $285,198,740.

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 323,776 shares
    • Stratos Wealth Advisors, LLC: 109,792 shares
    • Stratos Investment Management, LLC: 4,968 shares

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

  3. period ended2025-12-31
    13F 467,585 shares
    Change vs previous 13F +13,715 shares

    2.38% of the 13F portfolio, value $318,856,009.

    13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 350,712 shares
    • Stratos Wealth Advisors, LLC: 113,077 shares
    • Stratos Investment Management, LLC: 3,796 shares

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

  4. period ended2025-09-30
    13F 453,870 shares
    Change vs previous 13F -11,757 shares

    2.33% of the 13F portfolio, value $302,359,926.

    13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 334,850 shares
    • Stratos Wealth Advisors, LLC: 115,586 shares
    • Stratos Investment Management, LLC: 3,434 shares

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

  5. period ended2025-06-30
    13F 465,627 shares
    Change vs previous 13F +11,931 shares

    2.51% of the 13F portfolio, value $287,688,683.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 340,556 shares
    • Stratos Wealth Advisors, LLC: 121,996 shares
    • Stratos Investment Management, LLC: 3,075 shares

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

  6. period ended2025-03-31
    13F 453,696 shares
    Change vs previous 13F -30,049 shares

    2.47% of the 13F portfolio, value $253,793,593.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 336,868 shares
    • Stratos Wealth Advisors, LLC: 114,352 shares
    • Stratos Investment Management, LLC: 2,476 shares

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

  7. period ended2024-12-31
    13F 483,745 shares
    Change vs previous 13F +5,400 shares

    2.62% of the 13F portfolio, value $283,513,903.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 355,010 shares
    • Stratos Wealth Advisors, LLC: 126,964 shares
    • Stratos Investment Management, LLC: 1,771 shares

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

  8. period ended2024-09-30
    13F 478,345 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $274,455,614.

    13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 351,411 shares
    • Stratos Wealth Advisors, LLC: 125,325 shares
    • Stratos Investment Management, LLC: 1,609 shares

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