State Street SPDR PortfolioSPEUETF
13F holders, Q2 2025 (June 30)113holders −8
20new positions
6sold out
1famous investor
$48.43avg. 13F price*
At the end of Q2 2025, 113 institutions reported holding State Street SPDR Portfolio (SPEU) in their 13F filings, down 8 from Q1 2025. 20 opened new positions and 6 sold out. The largest holders were Cwm, LLC ($99.2M), Morgan Stanley ($43.4M) and Jane Street Group, LLC ($40.3M). 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 (Q2 2025)
- CUSIP
- 78463X103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $38.2M |
| Exits | 6 | $1.6M |
All 13F filers, Q1 2025 → Q2 2025: 2,997,237 shares bought and 11,730,047 shares sold, net −8,732,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Cwm, LLC | 0.35% | Add +150.7% | 2,047,116 | $99.2M |
| Morgan Stanley | 0.00% | Reduce -4.4% | 896,565 | $43.4M |
| Jane Street Group, LLC | 0.07% | Add +389.5% | 831,260 | $40.3M |
| Osaic Holdings, Inc. | 0.03% | Add +16.3% | 400,941 | $19.2M |
| Main Management ETF Advisors, LLC | 0.71% | Reduce -0.6% | 353,460 | $17.1M |
| LPL Financial LLC | 0.01% | Reduce -58.7% | 346,640 | $16.8M |
| Bank of America Corp. | 0.00% | Reduce -4.4% | 295,524 | $14.3M |
| Jacobi Capital Management LLC | 0.77% | New | 239,484 | $11.6M |
| Charles Schwab Investment Management Inc. | 0.00% | New | 228,076 | $11.1M |
| Atlantic Edge Private Wealth Management, LLC | 2.70% | Add +1.0% | 203,124 | $9.8M |
| Mather Group, Llc. | 0.10% | Reduce -98.1% | 192,661 | $9.3M |
| Wells Fargo & Company | 0.00% | Add +15.1% | 146,681 | $7.1M |
| Treasure Coast Financial Planning | 3.35% | Add +7.8% | 118,562 | $5.7M |
| Susquehanna International Group, LLP | 0.01% | Add +537.5% | 102,006 | $4.9M |
| Equitable Holdings, Inc. | 0.04% | New | 101,425 | $4.9M |
| Scotia Capital Inc. | 0.02% | Reduce -16.0% | 79,598 | $3.9M |
| Bison Wealth, LLC | 0.27% | Add +1.3% | 70,717 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Add +713.2% | 58,098 | $2.8M |
| Cetera Investment Advisers | 0.00% | Reduce -1.7% | 52,452 | $2.5M |
| UBS Group AG | 0.00% | Reduce -35.8% | 49,373 | $2.4M |
| Flow Traders U.S. LLC | 0.09% | Reduce -83.5% | 49,300 | $2.4M |
| Williams Jones Wealth Management, LLC. | 0.03% | New | 46,800 | $2.3M |
| Midwest Financial Network, LLC | 2.03% | Add +4.8% | 42,142 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +629.8% | 38,862 | $1.9M |
| Sharkey, Howes & Javer | 0.25% | New | 38,127 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +0.8% | 37,358 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -90.9% | 36,739 | $1.8M |
| Johnson Investment Counsel Inc. | 0.02% | Add +320.6% | 36,334 | $1.8M |
| Eldridge Investment Advisors, Inc. | 0.34% | Add +20.3% | 33,888 | $1.6M |
| Virtu Financial LLC | 0.08% | New | 32,732 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 22,759 | $1.1M |
| Allen Capital Group, LLC | 0.11% | Reduce -0.8% | 22,474 | $1.1M |
| Worth Asset Management, LLC | 0.49% | New | 20,536 | $995K |
| Paces Ferry Wealth Advisors, LLC | 0.37% | Reduce -3.5% | 16,518 | $800K |
| Family Manage LLC | 0.12% | No change | 16,188 | $784K |
| Pacific Financial Group Inc. | 0.57% | Reduce -1.9% | 14,972 | $726K |
| K2 Financial Inc. | 0.64% | Add +7.3% | 15,022 | $722K |
| Lodestar Private Asset Management LLC | 0.08% | Add +114.7% | 13,586 | $658K |
| Citadel Advisors | 0.00% | New | 12,889 | $625K |
| Independent Financial Group, LLC | 0.01% | Add +21.9% | 10,999 | $533K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -41.5% | 10,395 | $504K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -39.5% | 9,753 | $473K |
| Sargent Investment Group, LLC | 0.06% | Add +73.0% | 9,835 | $471K |
| Csenge Advisory Group | 0.02% | Reduce -5.2% | 8,434 | $405K |
| MML Investors Services, LLC | 0.00% | Reduce -4.3% | 8,093 | $392K |
| NewEdge Advisors, LLC | 0.00% | Reduce -89.4% | 7,518 | $364K |
| Perennial Investment Advisors, LLC | 0.04% | Add +24.1% | 7,508 | $364K |
| Comerica Bank | 0.00% | Reduce -2.1% | 7,177 | $348K |
| Captrust Financial Advisors | 0.00% | New | 7,076 | $343K |
| Castleview Partners, LLC | 0.22% | Reduce -5.8% | 6,931 | $336K |
| Good Life Advisors, LLC | 0.02% | New | 6,585 | $319K |
| Merit Financial Group, LLC | 0.00% | New | 6,413 | $311K |
| Keystone Financial Group | 0.03% | Reduce -3.0% | 6,400 | $310K |
| Barnes Wealth Management Group, Inc | 0.17% | New | 5,970 | $289K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 5,866 | $284K |
| Mariner, LLC | 0.00% | New | 5,441 | $264K |
| Assetmark, Inc. | 0.00% | Reduce -98.5% | 5,358 | $260K |
| Integrated Advisors Network LLC | 0.01% | Reduce -0.7% | 5,235 | $254K |
| Private Trust Co. NA | 0.02% | Add +925.6% | 5,005 | $243K |
| Avantax Advisory Services, Inc. | 0.00% | New | 4,954 | $240K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 4,903 | $238K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +1.8% | 4,861 | $236K |
| Diversified Enterprises, LLC | 0.02% | Reduce -12.5% | 4,811 | $233K |
| Ameriprise Financial Inc. | 0.00% | New | 4,758 | $231K |
| Worth Financial Advisory Group, LLC | 0.14% | New | 4,641 | $225K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -82.7% | 4,509 | $219K |
| Jones Financial Companies LLLP | 0.00% | Reduce -21.9% | 4,139 | $200K |
| MGB Wealth Management, LLC | 0.06% | Add +80.8% | 3,872 | $188K |
| FMR LLC | 0.00% | Add +4.1% | 3,382 | $164K |
| Grove Bank & Trust | 0.02% | No change | 3,000 | $145K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -11.7% | 2,103 | $102K |
| Main Management LLC | 0.01% | No change | 2,024 | $98K |
| Ssa Swiss Advisors AG | 0.04% | No change | 1,500 | $75K |
| Tradewinds Capital Management, LLC | 0.02% | Add +1.8% | 1,459 | $71K |
| National Bank of Canada | 0.00% | No change | 1,100 | $53K |
| Larson Financial Group LLC | 0.00% | No change | 1,063 | $52K |
| TD Capital Management LLC | 0.00% | No change | 1,022 | $50K |
| Garde Capital, Inc. | 0.00% | Add +28.8% | 993 | $48K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +45.8% | 917 | $44K |
| WealthCollab, LLC | 0.02% | Add +1.7% | 839 | $41K |
| Global Retirement Partners, LLC | 0.00% | — | 676 | $33K |
| Harbour Investments, Inc. | 0.00% | Reduce -97.8% | 631 | $31K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 568 | $28K |
| Crews Bank & Trust | 0.00% | No change | 500 | $24K |
| Spire Wealth Management | 0.00% | New | 419 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -48.3% | 340 | $16K |
| Whittier Trust Co. | 0.00% | No change | 334 | $16K |
| IFP Advisors, Inc | 0.00% | No change | 300 | $15K |
| Cape Investment Advisory, Inc. | 0.01% | Add +1.7% | 297 | $14K |
| JPMorgan Chase & Co. | 0.00% | Add +131.0% | 231 | $11K |
| N.E.W. Advisory Services LLC | 0.00% | Add +1.6% | 190 | $9K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 181 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | Add +1.7% | 175 | $8K |
| Blair William & Co. | 0.00% | Add +94.2% | 167 | $8K |
| Simplex Trading, LLC | 0.00% | Add +245.8% | 166 | $8K |
| Transce3nd, LLC | 0.00% | Reduce -54.5% | 151 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 150 | $7K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -95.0% | 128 | $6K |
| Creative Financial Designs Inc. | 0.00% | Add +0.9% | 110 | $5K |
| AE Wealth Management LLC | 0.00% | Reduce -99.4% | 101 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 74 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 69 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -82.6% | 42 | $2K |
| Zions Bancorporation, National Association | 0.00% | No change | 39 | $2K |
| Arax Advisory Partners | 0.00% | No change | 38 | $2K |
| Allworth Financial LP | 0.00% | No change | 33 | $2K |
| Caldwell Trust Co | 0.00% | No change | 24 | $1K |
| SouthState Bank Corp | 0.00% | New | 20 | $969 |
| Hollencrest Capital Management | 0.00% | No change | 15 | $727 |
| Bogart Wealth, LLC | 0.00% | No change | 15 | $727 |
| CoreCap Advisors, LLC | 0.00% | New | 15 | $727 |
| AdvisorNet Financial, Inc | 0.00% | No change | 9 | $436 |
| NewSquare Capital LLC | 0.00% | No change | 2 | $97 |
"% of holder's portfolio" is SPEU's weight in each manager's 13F, not the share of State Street SPDR Portfolio the manager owns.