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	$138K	Buy	3,500 +600	+21%	+$408K	﹤0.01%	4371
2025 Q4	$46.5K	Buy	+2,900	New	+$1.96M	﹤0.01%	4512
2025 Q3	–	Sell	-3,800	Closed	-$52K	–	4672
2025 Q2	$52K	Sell	3,800 -5,300	-58%	-$3.03M	﹤0.01%	3968
2025 Q1	$197K	Buy	9,100 +5,500	+153%	+$3.23M	﹤0.01%	3613
2024 Q4	$73.4K	Buy	3,600 +500	+16%	+$295K	﹤0.01%	3620
2024 Q3	$41.9K	Sell	3,100 -1,700	-35%	-$940K	﹤0.01%	3612
2024 Q2	$37.5K	Buy	4,800 +800	+20%	+$419K	﹤0.01%	3615
2024 Q1	$45K	Buy	4,000 +1,200	+43%	+$597K	﹤0.01%	3579
2023 Q4	$27.7K	Sell	2,800 -800	-22%	-$356K	﹤0.01%	2189
2023 Q3	$75.3K	Hold	3,600	–	–	﹤0.01%	2116
2023 Q2	$38.2K	Sell	3,600 -1,400	-28%	-$588K	﹤0.01%	2134
2023 Q1	$40.1K	Buy	5,000 +1,900	+61%	+$758K	﹤0.01%	2101
2022 Q4	$40.8K	Buy	+3,100	New	+$1.19M	﹤0.01%	2041
2022 Q3	–	Sell	-9,400	Closed	-$439K	–	1863
2022 Q2	$439K	Sell	9,400 -3,400	-27%	-$1.39M	0.01%	1182
2022 Q1	$94K	Buy	12,800 +10,700	+510%	+$4.76M	﹤0.01%	1807
2021 Q4	$17K	Sell	2,100 -100	-5%	-$45.9K	﹤0.01%	1840
2021 Q3	$41K	Buy	+2,200	New	+$970K	﹤0.01%	1766
2021 Q2	–	Sell	-700	Closed	-$5K	–	1827
2021 Q1	$5K	Buy	+700	New	+$270K	﹤0.01%	1594
2019 Q2	–	Sell	-1,500	Closed	-$1K	–	532
2019 Q1	$1K	Buy	1,500 +600	+67%	+$163K	﹤0.01%	485
2018 Q4	$8K	Buy	+900	New	+$243K	﹤0.01%	453
2017 Q3	–	Sell	-600	Closed	-$1K	–	408
2017 Q2	$1K	Hold	600	–	–	﹤0.01%	385
2017 Q1	$2K	Buy	+600	New	+$139K	﹤0.01%	360
2016 Q4	–	Sell	-900	Closed	-$3K	–	339
2016 Q3	$3K	Buy	900 +500	+125%	+$108K	﹤0.01%	279
2016 Q2	$1K	Hold	400	–	–	﹤0.01%	297
2016 Q1	$4K	Buy	+400	New	+$78.1K	﹤0.01%	279

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.