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 Q2	$77.3K	Buy	3,700 +200	+6%	+$145K	﹤0.01%	4708
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers's SPY Position: Q2 2026 in Review

Cetera Investment Advisers increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.2% in Q2 2026, buying an estimated $41.5M and bringing the position to 1,868,568 shares worth $1.4B. The position accounts for 1.27% of the portfolio, ranked #8.

Cetera Investment Advisers first reported a position in SPY in Q4 2015 and has held it in 43 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Cetera Investment Advisers held 1,868,568 shares of State Street SPDR S&P 500 ETF Trust worth $1.4B as of Q2 2026.
Cetera Investment Advisers bought 57,209 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $41.5M.
State Street SPDR S&P 500 ETF Trust made up 1.27% of Cetera Investment Advisers's portfolio in Q2 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 43 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.