State Street SPDR PortfolioSPEUETF
13F holders, Q4 2025 (December 31)104holders
11new positions
14sold out
2famous investors
$52.13avg. 13F price*
At the end of Q4 2025, 104 institutions reported holding State Street SPDR Portfolio (SPEU) in their 13F filings, unchanged from Q3 2025. 11 opened new positions and 14 sold out. The largest holders were Cwm, LLC ($126.8M), Morgan Stanley ($46.2M) and Osaic Holdings, Inc. ($31.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- State Street SPDR Portfolio
- Filed as
- SPDR INDEX SHS FDS (Q4 2025)
- CUSIP
- 78463X103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $891K |
| Exits | 14 | $6.8M |
All 13F filers, Q3 2025 → Q4 2025: 529,361 shares bought and 649,220 shares sold, net −119,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Cwm, LLC | 0.34% | Add +9.8% | 2,433,270 | $126.8M |
| Morgan Stanley | 0.00% | Reduce -0.4% | 887,173 | $46.2M |
| Osaic Holdings, Inc. | 0.05% | Add +35.1% | 603,703 | $31.5M |
| Main Management ETF Advisors, LLC | 0.75% | Add +9.2% | 403,872 | $21.1M |
| LPL Financial LLC | 0.01% | Add +2.6% | 363,730 | $19.0M |
| Bank of America Corp. | 0.00% | Reduce -1.2% | 291,325 | $15.2M |
| Jacobi Capital Management LLC | 0.75% | Add +3.5% | 249,069 | $13.0M |
| Atlantic Edge Private Wealth Management, LLC | 2.53% | Reduce -4.3% | 195,448 | $10.2M |
| Mather Group, Llc. | 0.09% | Reduce -8.5% | 170,148 | $8.9M |
| Equitable Holdings, Inc. | 0.06% | Add +12.1% | 169,394 | $8.8M |
| Treasure Coast Financial Planning | 3.44% | Add +2.6% | 124,182 | $6.5M |
| Wells Fargo & Company | 0.00% | Reduce -18.0% | 103,422 | $5.4M |
| Scotia Capital Inc. | 0.02% | Add +9.1% | 89,441 | $4.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.4% | 68,004 | $3.5M |
| Cetera Investment Advisers | 0.00% | Add +7.9% | 64,456 | $3.4M |
| Jane Street Group, LLC | 0.00% | Reduce -84.4% | 63,947 | $3.3M |
| Private Advisor Group, LLC | 0.01% | Add +9.8% | 59,263 | $3.1M |
| Midwest Financial Network, LLC | 2.03% | Add +4.9% | 50,405 | $2.6M |
| UBS Group AG | 0.00% | Reduce -8.2% | 48,190 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.3% | 37,132 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +20.2% | 32,346 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +5.9% | 30,804 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -71.4% | 25,544 | $1.3M |
| Allen Capital Group, LLC | 0.11% | Reduce -0.5% | 22,257 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -8.6% | 20,345 | $1.1M |
| K2 Financial Inc. | 0.76% | Add +9.6% | 18,434 | $978K |
| Paces Ferry Wealth Advisors, LLC | 0.38% | Add +3.5% | 17,745 | $925K |
| Accel Wealth Management | 0.25% | Add +27.8% | 17,434 | $909K |
| Quantinno Capital Management LP | 0.00% | Add +82.7% | 16,777 | $875K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -3.0% | 12,582 | $656K |
| Perennial Investment Advisors, LLC | 0.05% | Add +20.5% | 12,078 | $630K |
| Independent Financial Group, LLC | 0.01% | Add +3.1% | 11,080 | $578K |
| Diversified Enterprises, LLC | 0.03% | Add +114.7% | 10,327 | $529K |
| Sargent Investment Group, LLC | 0.06% | Reduce -8.7% | 9,526 | $497K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -68.6% | 9,353 | $488K |
| Jacobs Equity LLC | 0.47% | — | 9,303 | $485K |
| Castleview Partners, LLC | 0.24% | Add +9.5% | 9,121 | $475K |
| Commonwealth Equity Services, LLC | 0.00% | Add +75.1% | 8,694 | $453K |
| Family Manage LLC | 0.05% | No change | 8,094 | $422K |
| Comerica Bank | 0.00% | No change | 7,177 | $374K |
| Captrust Financial Advisors | 0.00% | Add +0.3% | 7,095 | $370K |
| JPMorgan Chase & Co. | 0.00% | Add +444.9% | 7,051 | $368K |
| Private Trust Co. NA | 0.03% | Add +33.6% | 6,704 | $349K |
| Jones Financial Companies LLLP | 0.00% | Add +33.3% | 6,700 | $349K |
| FMR LLC | 0.00% | Add +33.4% | 6,548 | $341K |
| Barnes Wealth Management Group, Inc | 0.18% | Reduce -1.8% | 6,484 | $338K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -64.3% | 6,250 | $326K |
| Keystone Financial Group | 0.02% | Reduce -4.8% | 6,000 | $313K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +12.4% | 5,436 | $283K |
| CreativeOne Wealth, LLC | 0.01% | Add +1.5% | 5,407 | $282K |
| NewEdge Advisors, LLC | 0.00% | Reduce -31.4% | 5,298 | $276K |
| Fisher Asset Management | 0.00% | New | 5,054 | $263K |
| MML Investors Services, LLC | 0.00% | New | 5,047 | $263K |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.6% | 4,555 | $237K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.9% | 4,435 | $231K |
| Assetmark, Inc. | 0.00% | Reduce -7.9% | 4,356 | $227K |
| Integrated Advisors Network LLC | 0.01% | Reduce -11.4% | 4,311 | $225K |
| Mariner, LLC | 0.00% | Add +1.3% | 4,276 | $223K |
| Worth Financial Advisory Group, LLC | 0.11% | Reduce -9.9% | 4,180 | $218K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.3% | 4,077 | $213K |
| MGB Wealth Management, LLC | 0.06% | Add +1.1% | 3,931 | $205K |
| Grove Bank & Trust | 0.02% | No change | 3,000 | $156K |
| Cornerstone Planning Group LLC | 0.02% | New | 2,262 | $124K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,125 | $111K |
| Main Management LLC | 0.01% | Add +2.7% | 2,078 | $108K |
| Ssa Swiss Advisors AG | 0.04% | No change | 1,500 | $78K |
| Tradewinds Capital Management, LLC | 0.02% | Add +1.2% | 1,481 | $77K |
| National Bank of Canada | 0.00% | No change | 1,100 | $57K |
| Larson Financial Group LLC | 0.00% | Reduce -0.1% | 1,062 | $55K |
| TD Capital Management LLC | 0.00% | No change | 1,022 | $53K |
| International Assets Investment Management, LLC | 0.00% | New | 909 | $47K |
| WealthCollab, LLC | 0.02% | Add +1.1% | 850 | $44K |
| Harbour Investments, Inc. | 0.00% | Add +1.1% | 641 | $33K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 568 | $30K |
| Global Retirement Partners, LLC | 0.00% | Reduce -16.6% | 564 | $29K |
| US Bancorp \de | 0.00% | New | 560 | $29K |
| Qube Research & Technologies Ltd | 0.00% | New | 527 | $27K |
| Crews Bank & Trust | 0.00% | No change | 500 | $26K |
| Spire Wealth Management | 0.00% | No change | 419 | $22K |
| Hamrick Investment Counsel, llc | 0.01% | — | 370 | $19K |
| Whittier Trust Co. | 0.00% | No change | 334 | $18K |
| Farther Finance Advisors, LLC | 0.00% | No change | 331 | $17K |
| Cape Investment Advisory, Inc. | 0.00% | New | 302 | $16K |
| IFP Advisors, Inc | 0.00% | No change | 300 | $16K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 190 | $10K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 181 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | Add +1.1% | 178 | $9K |
| Blair William & Co. | 0.00% | Add +0.6% | 168 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 150 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | New | 102 | $5K |
| AE Wealth Management LLC | 0.00% | Add +221.4% | 90 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +14.5% | 79 | $4K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 72 | $4K |
| Front Row Advisors LLC | 0.00% | No change | 70 | $4K |
| CENTRAL TRUST Co | 0.00% | New | 59 | $3K |
| Arax Advisory Partners | 0.00% | New | 38 | $2K |
| Allworth Financial LP | 0.00% | No change | 33 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 31 | $2K |
| Creative Financial Designs Inc. | 0.00% | Reduce -44.0% | 28 | $1K |
| Caldwell Trust Co | 0.00% | No change | 24 | $1K |
| SouthState Bank Corp | 0.00% | No change | 20 | $1K |
| Hollencrest Capital Management | 0.00% | No change | 15 | $782 |
| Bogart Wealth, LLC | 0.00% | No change | 15 | $782 |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -95.3% | 6 | $313 |
"% of holder's portfolio" is SPEU's weight in each manager's 13F, not the share of State Street SPDR Portfolio the manager owns.