State Street SPDR PortfolioSPEUETF
13F holders, Q1 2025 (March 31)121holders +47
54new positions
7sold out
$44.00avg. 13F price*
At the end of Q1 2025, 121 institutions reported holding State Street SPDR Portfolio (SPEU) in their 13F filings, up 47 from Q4 2024. 54 opened new positions and 7 sold out. The largest holders were Mather Group, Llc. ($446.2M), Morgan Stanley ($41.3M) and LPL Financial LLC ($37.0M).
- Company
- State Street SPDR Portfolio
- Filed as
- SPDR INDEX SHS FDS (Q1 2025)
- CUSIP
- 78463X103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $117.4M |
| Exits | 7 | $2.9M |
All 13F filers, Q4 2024 → Q1 2025: 7,600,429 shares bought and 609,657 shares sold, net +6,990,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Mather Group, Llc. | 5.16% | Add +35.1% | 10,139,173 | $446.2M |
| Morgan Stanley | 0.00% | Add +21.8% | 937,841 | $41.3M |
| LPL Financial LLC | 0.01% | Add +308.4% | 840,059 | $37.0M |
| Cwm, LLC | 0.14% | Add +315196.9% | 816,619 | $35.9M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | New | 560,152 | $24.7M |
| Envestnet Asset Management Inc. | 0.01% | New | 405,669 | $17.9M |
| Main Management ETF Advisors, LLC | 0.76% | New | 355,515 | $15.6M |
| Assetmark, Inc. | 0.04% | Add +450685.7% | 347,105 | $15.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -21.4% | 344,828 | $15.2M |
| Bank of America Corp. | 0.00% | Add +8.4% | 309,208 | $13.6M |
| Flow Traders U.S. LLC | 0.56% | New | 298,931 | $13.2M |
| State Street Corp. | 0.00% | Add +1.6% | 284,523 | $12.5M |
| Atlantic Edge Private Wealth Management, LLC | 2.71% | New | 201,134 | $8.9M |
| Jane Street Group, LLC | 0.01% | Reduce -71.8% | 169,817 | $7.5M |
| Wells Fargo & Company | 0.00% | Add +68.3% | 127,466 | $5.6M |
| Park Avenue Securities LLC | 0.07% | New | 122,423 | $5.4M |
| Treasure Coast Financial Planning | 3.00% | Add +9.4% | 110,011 | $4.8M |
| Scotia Capital Inc. | 0.02% | New | 94,768 | $4.2M |
| UBS Group AG | 0.00% | Add +164.3% | 76,934 | $3.4M |
| Aspire Private Capital, LLC | 0.80% | New | 73,364 | $3.2M |
| Bison Wealth, LLC | 0.30% | New | 69,838 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | Add +150472.3% | 70,769 | $3.1M |
| Austin Private Wealth, LLC | 0.23% | New | 57,363 | $2.5M |
| Landmark Wealth Management, Inc. | 1.20% | New | 57,356 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +207.2% | 53,371 | $2.3M |
| Midwest Financial Network, LLC | 1.77% | Add +3.2% | 40,193 | $1.8M |
| Raleigh Capital Management Inc. | 0.78% | Add +69801.8% | 39,145 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.4% | 37,073 | $1.6M |
| HighTower Advisors, LLC | 0.00% | New | 30,364 | $1.3M |
| Harbour Investments, Inc. | 0.04% | New | 29,414 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.29% | New | 28,180 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | New | 26,045 | $1.1M |
| Allen Capital Group, LLC | 0.11% | Reduce -2.2% | 22,649 | $997K |
| Axxcess Wealth Management, LLC | 0.03% | New | 22,519 | $991K |
| Kraft, Davis & Associates, LLC | 0.26% | New | 17,856 | $795K |
| AE Wealth Management LLC | 0.01% | Add +27227.3% | 18,036 | $794K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 17,322 | $762K |
| Paces Ferry Wealth Advisors, LLC | 0.38% | Add +4.7% | 17,122 | $754K |
| Family Manage LLC | 0.12% | No change | 16,188 | $712K |
| Sanctuary Advisors, LLC | 0.01% | New | 16,112 | $709K |
| Susquehanna International Group, LLP | 0.00% | Add +185.0% | 16,001 | $704K |
| Pacific Financial Group Inc. | 0.54% | New | 15,258 | $672K |
| Richardson Financial Services Inc. | 0.50% | New | 14,838 | $653K |
| Novus Advisors, LLC | 0.65% | New | 14,641 | $644K |
| K2 Financial Inc. | 0.60% | Add +4.5% | 14,002 | $611K |
| Kestra Advisory Services, LLC | 0.00% | New | 17,767 | $568K |
| GeoWealth Management, LLC | 0.02% | New | 11,690 | $514K |
| Ascent Group, LLC | 0.02% | New | 10,301 | $453K |
| Betterment LLC | 0.00% | Reduce -41.1% | 9,583 | $422K |
| Lockerman Financial Group, Inc. | 0.62% | New | 9,316 | $410K |
| International Private Wealth Advisors LLC | 0.39% | New | 9,302 | $409K |
| HRT Financial LP | 0.00% | New | 9,243 | $406K |
| Independent Financial Group, LLC | 0.01% | Reduce -8.5% | 9,025 | $397K |
| Csenge Advisory Group | 0.02% | New | 8,894 | $390K |
| Balboa Wealth Partners | 0.09% | New | 8,702 | $383K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 8,639 | $380K |
| MML Investors Services, LLC | 0.00% | Add +9.4% | 8,459 | $372K |
| Global Financial Private Client, LLC | 0.14% | New | 8,338 | $367K |
| Outlook Wealth Advisors, LLC | 0.10% | New | 8,300 | $365K |
| Castleview Partners, LLC | 0.22% | Add +574.0% | 7,360 | $324K |
| Comerica Bank | 0.00% | Add +2.1% | 7,329 | $323K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.9% | 7,144 | $314K |
| Iams Wealth Management, LLC | 0.14% | New | 6,772 | $298K |
| Keystone Financial Group | 0.03% | Reduce -1.5% | 6,600 | $290K |
| Lodestar Private Asset Management LLC | 0.04% | Reduce -15.9% | 6,328 | $278K |
| Perennial Investment Advisors, LLC | 0.03% | New | 6,051 | $266K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 5,866 | $258K |
| Sargent Investment Group, LLC | 0.04% | New | 5,685 | $250K |
| Diversified Enterprises, LLC | 0.02% | Add +1.4% | 5,500 | $242K |
| Jones Financial Companies LLLP | 0.00% | Add +538.1% | 5,296 | $236K |
| Royal Bank of Canada | 0.00% | Add +8.9% | 5,325 | $234K |
| Integrated Advisors Network LLC | 0.01% | Reduce -1.5% | 5,272 | $232K |
| Commonwealth Equity Services, LLC | 0.00% | New | 4,828 | $212K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 4,773 | $210K |
| FMR LLC | 0.00% | Add +6.4% | 3,248 | $143K |
| Grove Bank & Trust | 0.02% | New | 3,000 | $132K |
| Richard W. Paul & Associates, LLC | 0.04% | Add +6112.2% | 2,547 | $112K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,382 | $105K |
| MGB Wealth Management, LLC | 0.03% | Add +0.1% | 2,141 | $94K |
| Main Management LLC | 0.01% | New | 2,024 | $89K |
| Ssa Swiss Advisors AG | 0.03% | — | 1,500 | $66K |
| Tradewinds Capital Management, LLC | 0.02% | Add +0.4% | 1,433 | $63K |
| National Bank of Canada | 0.00% | No change | 1,100 | $48K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 1,063 | $47K |
| TD Capital Management LLC | 0.00% | No change | 1,022 | $45K |
| WealthCollab, LLC | 0.02% | Add +0.4% | 825 | $36K |
| Garde Capital, Inc. | 0.00% | New | 771 | $34K |
| Key Financial Inc | 0.01% | New | 707 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.5% | 657 | $29K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 629 | $28K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -50.1% | 568 | $25K |
| Crews Bank & Trust | 0.00% | Reduce -37.5% | 500 | $22K |
| Private Trust Co. NA | 0.00% | New | 488 | $21K |
| Whittier Trust Co. | 0.00% | No change | 334 | $15K |
| Transce3nd, LLC | 0.01% | Add +122.8% | 332 | $15K |
| IFP Advisors, Inc | 0.00% | No change | 300 | $13K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.3% | 292 | $13K |
| Parallel Advisors, LLC | 0.00% | New | 250 | $11K |
| Smartleaf Asset Management LLC | 0.00% | New | 242 | $11K |
| N.E.W. Advisory Services LLC | 0.00% | New | 187 | $8K |
"% of holder's portfolio" is SPEU's weight in each manager's 13F, not the share of State Street SPDR Portfolio the manager owns.