State Street SPDR PortfolioSPEUETF
13F holders, Q4 2024 (December 31)74holders +3
12new positions
10sold out
1famous investor
$39.84avg. 13F price*
At the end of Q4 2024, 74 institutions reported holding State Street SPDR Portfolio (SPEU) in their 13F filings, up 3 from Q3 2024. 12 opened new positions and 10 sold out. The largest holders were Mather Group, Llc. ($298.9M), Morgan Stanley ($30.7M) and Jane Street Group, LLC ($24.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street SPDR Portfolio
- Filed as
- SPDR INDEX SHS FDS (Q4 2024)
- CUSIP
- 78463X103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $14.9M |
| Exits | 10 | $19.2M |
All 13F filers, Q3 2024 → Q4 2024: 5,216,544 shares bought and 642,723 shares sold, net +4,573,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Mather Group, Llc. | 3.88% | Add +139.2% | 7,503,591 | $298.9M |
| Morgan Stanley | 0.00% | Reduce -14.5% | 770,243 | $30.7M |
| Jane Street Group, LLC | 0.04% | Add +201.5% | 602,400 | $24.0M |
| Osaic Holdings, Inc. | 0.04% | Add +16.1% | 438,704 | $17.5M |
| Bank of America Corp. | 0.00% | Reduce -1.3% | 285,185 | $11.4M |
| State Street Corp. | 0.00% | New | 280,000 | $11.2M |
| LPL Financial LLC | 0.00% | Reduce -11.8% | 205,681 | $8.2M |
| Treasure Coast Financial Planning | 2.64% | Add +3.8% | 100,557 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +5.7% | 75,745 | $3.0M |
| Citadel Advisors | 0.00% | New | 54,772 | $2.2M |
| Midwest Financial Network, LLC | 1.61% | — | 38,963 | $1.6M |
| Raymond James Financial Inc. | 0.00% | — | 37,223 | $1.5M |
| UBS Group AG | 0.00% | Reduce -2.4% | 29,107 | $1.2M |
| Allen Capital Group, LLC | 0.11% | Reduce -2.5% | 23,148 | $922K |
| Cetera Investment Advisers | 0.00% | Add +7.3% | 17,371 | $692K |
| Paces Ferry Wealth Advisors, LLC | 0.32% | Add +18.2% | 16,360 | $652K |
| Betterment LLC | 0.00% | New | 16,260 | $648K |
| Family Manage LLC | 0.10% | No change | 16,188 | $645K |
| K2 Financial Inc. | 0.53% | — | 13,397 | $530K |
| Independent Financial Group, LLC | 0.01% | New | 9,867 | $393K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 8,639 | $344K |
| MML Investors Services, LLC | 0.00% | Reduce -5.3% | 7,734 | $308K |
| Lodestar Private Asset Management LLC | 0.04% | Reduce -20.4% | 7,524 | $300K |
| Private Advisor Group, LLC | 0.00% | Add +5.9% | 7,212 | $287K |
| Comerica Bank | 0.00% | No change | 7,177 | $286K |
| Keystone Financial Group | 0.03% | Reduce -1.5% | 6,700 | $267K |
| IHT Wealth Management, LLC | 0.01% | Reduce -4.0% | 6,047 | $241K |
| Ameriprise Financial Inc. | 0.00% | New | 5,990 | $239K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 5,866 | $234K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.9% | 5,614 | $224K |
| Diversified Enterprises, LLC | 0.02% | Add +5.3% | 5,425 | $216K |
| Integrated Advisors Network LLC | 0.01% | Reduce -1.6% | 5,351 | $213K |
| Independent Advisor Alliance | 0.00% | New | 5,190 | $207K |
| Royal Bank of Canada | 0.00% | Reduce -45.0% | 4,888 | $194K |
| FMR LLC | 0.00% | Reduce -1.3% | 3,052 | $122K |
| MGB Wealth Management, LLC | 0.03% | No change | 2,140 | $85K |
| Tradewinds Capital Management, LLC | 0.01% | Add +0.5% | 1,427 | $57K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -5.8% | 1,138 | $45K |
| Castleview Partners, LLC | 0.02% | New | 1,092 | $43K |
| National Bank of Canada | 0.00% | No change | 1,100 | $43K |
| Larson Financial Group LLC | 0.00% | Add +0.5% | 1,059 | $42K |
| TD Capital Management LLC | 0.00% | No change | 1,022 | $41K |
| Global Retirement Partners, LLC | 0.00% | Reduce -57.2% | 870 | $35K |
| Jones Financial Companies LLLP | 0.00% | New | 830 | $33K |
| WealthCollab, LLC | 0.02% | Add +0.5% | 822 | $33K |
| Crews Bank & Trust | 0.01% | — | 800 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -14.7% | 569 | $23K |
| Whittier Trust Co. | 0.00% | No change | 334 | $13K |
| Lee Danner & Bass Inc. | 0.00% | New | 307 | $12K |
| IFP Advisors, Inc | 0.00% | Reduce -93.1% | 300 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | Add +0.7% | 291 | $12K |
| Simplex Trading, LLC | 0.00% | New | 277 | $11K |
| Cwm, LLC | 0.00% | Reduce -0.8% | 259 | $10K |
| JPMorgan Chase & Co. | 0.00% | Reduce -50.1% | 237 | $9K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -17.0% | 181 | $7K |
| Frazier Financial Advisors, LLC | 0.01% | Add +1.8% | 173 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 150 | $6K |
| Transce3nd, LLC | 0.00% | — | 149 | $6K |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 100 | $4K |
| Continuum Advisory, LLC | 0.00% | No change | 89 | $4K |
| Assetmark, Inc. | 0.00% | No change | 77 | $3K |
| AE Wealth Management LLC | 0.00% | New | 66 | $3K |
| Raleigh Capital Management Inc. | 0.00% | No change | 56 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 47 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 41 | $2K |
| American Capital Advisory, LLC | 0.00% | New | 35 | $1K |
| Allworth Financial LP | 0.00% | No change | 33 | $1K |
| Hexagon Capital Partners LLC | 0.00% | No change | 32 | $1K |
| Caldwell Trust Co | 0.00% | No change | 25 | $996 |
| Hollencrest Capital Management | 0.00% | No change | 15 | $598 |
| Bogart Wealth, LLC | 0.00% | No change | 15 | $598 |
| AdvisorNet Financial, Inc | 0.00% | No change | 9 | $359 |
| Crewe Advisors LLC | 0.00% | Add +166.7% | 8 | $324 |
| NewSquare Capital LLC | 0.00% | No change | 2 | $80 |
"% of holder's portfolio" is SPEU's weight in each manager's 13F, not the share of State Street SPDR Portfolio the manager owns.