Cetera Investment Advisers’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cetera Investment Advisers’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$348K	Buy	5,500 +1,800	+49%	+$1.22M	﹤0.01%	3848
2025 Q4	$45.2K	Sell	3,700 -6,000	-62%	-$4.06M	﹤0.01%	4518
2025 Q3	$75.2K	Buy	+9,700	New	+$6.22M	﹤0.01%	4377
2016 Q2	–	Sell	-1,200	Closed	-$9K	–	310
2016 Q1	$9K	Buy	+1,200	New	+$234K	﹤0.01%	278

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers's SPY Position: Q1 2026 in Review

Cetera Investment Advisers reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q1 2026, selling an estimated $13.5M and leaving 1,811,359 shares worth $1.18B. The position accounts for 1.25% of the portfolio, ranked #8.

Cetera Investment Advisers first reported a position in SPY in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.25B in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Cetera Investment Advisers held 1,811,359 shares of State Street SPDR S&P 500 ETF Trust worth $1.18B as of Q1 2026.
Cetera Investment Advisers sold 19,884 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $13.5M.
State Street SPDR S&P 500 ETF Trust made up 1.25% of Cetera Investment Advisers's portfolio in Q1 2026, its #8 holding.
Cetera Investment Advisers first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 42 quarters since.
Cetera Investment Advisers's State Street SPDR S&P 500 ETF Trust position peaked at $1.25B in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.