Advertisement
Screener

CANTOR FITZGERALD INVESTMENT ADVISORS L.P. Historic Quarter Change: USA ETF, Added

CANTOR FITZGERALD INVESTMENT ADVISORS L.P. historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, CANTOR FITZGERALD INVESTMENT ADVISORS L.P. opened 57 positions, added to 211, reduced 291 and sold out of 41.

  • Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 101,081.
  • Q2 2026: Stock IEI; Country of operation —; Class 3 7 YR TREAS BD; Shares before 719,834.
  • Q2 2026: Stock SPY; Country of operation —; Class TR UNIT; Shares before 8,981.
  • Q2 2026: Stock VV; Country of operation —; Class LARGE CAP ETF; Shares before 10,349.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1710477), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IVV
ISHARES TR
CORE S&P500 ETF101,081102,622+1,541$66,027,009$76,852,788+$10,825,7792026-07-24
Q2 2026IEI
ISHARES TR
3 7 YR TREAS BD719,834760,770+40,936$85,372,307$89,352,381+$3,980,0742026-07-24
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T
TR UNIT8,9819,042+61$5,840,794$6,752,530+$911,7362026-07-24
Q2 2026VV
VANGUARD INDEX FDS
LARGE CAP ETF10,34910,528+179$3,092,775$3,620,847+$528,0722026-07-24
Q2 2026SNPE
DBX ETF TR
XTRACKRS S&P 50028,19228,236+44$1,678,834$1,944,331+$265,4972026-07-24
Q2 2026VO
VANGUARD INDEX FDS
MID CAP ETF5,90524,316+18,411$1,695,859$1,959,144+$263,2852026-07-24
Q2 2026VGIT
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS169,211174,652+5,441$10,076,516$10,300,955+$224,4392026-07-24
Q2 2026SHYL
DBX ETF TR
XTRACKERS SHRT96,50899,306+2,798$4,283,994$4,412,146+$128,1522026-07-24
Q2 2026MBB
ISHARES TR
MBS ETF18,42319,758+1,335$1,749,308$1,867,548+$118,2402026-07-24
Q2 2026BND
VANGUARD BD INDEX FDS
TOTAL BND MRKT53,47154,804+1,333$3,937,572$4,023,156+$85,5842026-07-24
Q2 2026SCHB
SCHWAB STRATEGIC TR
US BRD MKT ETF9,9429,950+8$249,544$288,152+$38,6082026-07-24
Q2 2026EAGG
ISHARES TR
ESG AWR US AGRGT52,94653,791+845$2,517,582$2,550,231+$32,6492026-07-24
Q2 2026BSV
VANGUARD BD INDEX FDS
SHORT TRM BOND4,2904,723+433$336,409$367,947+$31,5382026-07-24
Q2 2026AGG
ISHARES TR
CORE US AGGBD ET5,4795,580+101$543,933$552,294+$8,3612026-07-24
Q2 2026FLOT
ISHARES TR
FLTG RATE NT ETF7,4987,531+33$382,023$384,458+$2,4352026-07-24

Similar Firms

Firm NameCountry13F ValueHoldings
SOMA EQUITY PARTNERS LPUnited States$1.356B20
METEORA CAPITAL, LLCUnited States$1.356B384
WASHINGTON TRUST BANKUnited States$1.356B348
Narwhal Capital ManagementUnited States$1.355B169
AlphaStar Capital Management, LLCUnited States$1.355B236
TCM Advisors, LLCUnited States$1.358B69
VICUS CAPITALUnited States$1.360B251
KMG FIDUCIARY PARTNERS, LLCUnited States$1.352B261
Partners Group Holding AGSwitzerland$1.351B50
LYELL WEALTH MANAGEMENT, LPUnited States$1.361B216