Cetera Investment Advisers’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.5M | Buy |
91,896
+797
| +0.9% | +$420K | 0.08% | 243 |
|
|
2025
Q1 | $46.3M | Buy |
91,099
+785
| +0.9% | +$399K | 0.09% | 231 |
|
|
2024
Q4 | $45M | Buy |
90,314
+3,899
| +5% | +$1.94M | 0.09% | 214 |
|
|
2024
Q3 | $44.6M | Sell |
86,415
-3,147
| -4% | -$1.63M | 0.1% | 204 |
|
|
2024
Q2 | $39.9M | Buy |
89,562
+306
| +0.3% | +$136K | 0.09% | 214 |
|
|
2024
Q1 | $38M | Buy |
89,256
+67,060
| +302% | +$28.5M | 0.09% | 220 |
|
|
2023
Q4 | $9.78M | Buy |
22,196
+1,009
| +5% | +$444K | 0.08% | 233 |
|
|
2023
Q3 | $7.74M | Buy |
21,187
+1,634
| +8% | +$597K | 0.07% | 284 |
|
|
2023
Q2 | $7.84M | Buy |
19,553
+411
| +2% | +$165K | 0.07% | 277 |
|
|
2023
Q1 | $6.6M | Sell |
19,142
-139
| -0.7% | -$47.9K | 0.06% | 309 |
|
|
2022
Q4 | $6.46M | Buy |
19,281
+7,806
| +68% | +$2.61M | 0.06% | 311 |
|
|
2022
Q3 | $3.5M | Sell |
11,475
-265
| -2% | -$80.9K | 0.07% | 299 |
|
|
2022
Q2 | $3.96M | Sell |
11,740
-341
| -3% | -$115K | 0.06% | 314 |
|
|
2022
Q1 | $4.96M | Buy |
12,081
+410
| +4% | +$168K | 0.07% | 284 |
|
|
2021
Q4 | $5.51M | Sell |
11,671
-324
| -3% | -$153K | 0.08% | 262 |
|
|
2021
Q3 | $5.1M | Sell |
11,995
-799
| -6% | -$339K | 0.08% | 268 |
|
|
2021
Q2 | $5.25M | Buy |
12,794
+9,045
| +241% | +$3.71M | 0.08% | 259 |
|
|
2021
Q1 | $1.32M | Sell |
3,749
-376
| -9% | -$133K | 0.03% | 558 |
|
|
2020
Q4 | $1.36M | Buy |
4,125
+1,996
| +94% | +$656K | 0.03% | 564 |
|
|
2020
Q3 | $768K | Buy |
2,129
+163
| +8% | +$58.8K | 0.06% | 302 |
|
|
2020
Q2 | $648K | Buy |
1,966
+154
| +8% | +$50.8K | 0.06% | 311 |
|
|
2020
Q1 | $444K | Sell |
1,812
-60
| -3% | -$14.7K | 0.05% | 324 |
|
|
2019
Q4 | $509K | Buy |
1,872
+18
| +1% | +$4.89K | 0.05% | 339 |
|
|
2019
Q3 | $451K | Buy |
1,854
+212
| +13% | +$51.6K | 0.05% | 322 |
|
|
2019
Q2 | $374K | Buy |
1,642
+76
| +5% | +$17.3K | 0.05% | 342 |
|
|
2019
Q1 | $331K | Buy |
1,566
+67
| +4% | +$14.2K | 0.05% | 356 |
|
|
2018
Q4 | $255K | Buy |
1,499
+260
| +21% | +$44.2K | 0.04% | 376 |
|
|
2018
Q3 | $242K | Buy |
1,239
+163
| +15% | +$31.8K | 0.03% | 417 |
|
|
2018
Q2 | $220K | Buy |
+1,076
| New | +$220K | 0.04% | 377 |
|