STATE STREET SPDR PORTFOLIO SPEU
$55.44
+1.8% 52w: $45.05 – $55.44
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data45.0550.2555.44
Jun 20, 2025 Jul 2, 2026
Institutional holders
103
-3 QoQ
13F value
$300.8M
-16.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$262K calls / — puts
Institutional value by quarter
Number of holders
Who owns SPEU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CWM, LLC | Wealth advisor | 1.2M | $61.9M | 0.2% | -50.3% |
| MORGAN STANLEY | Bank broker | 873.8K | $44.8M | 0.0% | -1.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 731.2K | $37.5M | 0.1% | +21.1% |
| Main Management ETF Advisors, LLC | Wealth advisor | 480.1K | $24.6M | 0.9% | +18.9% |
| LPL Financial LLC | Bank broker | 317.1K | $16.3M | 0.0% | -12.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 292.9K | $15.0M | 0.0% | +0.6% |
| Jacobi Capital Management LLC | Wealth advisor | 257.1K | $13.2M | 0.7% | +3.2% |
| JANE STREET GROUP, LLC | Market maker | 180.2K | $9.2M | 0.0% | +181.7% |
| MATHER GROUP, LLC. | Wealth advisor | 157.0K | $8.0M | 0.1% | -7.7% |
| Treasure Coast Financial Planning | Wealth advisor | 128.9K | $6.6M | 3.4% | +3.8% |
| FLOW TRADERS U.S. LLC | Market maker | 112.5K | $5.8M | 0.2% | New |
| Atlantic Edge Private Wealth Management, LLC | Wealth advisor | 102.5K | $5.3M | 1.3% | -47.6% |
| SCOTIA CAPITAL INC. | Other | 94.0K | $4.8M | 0.0% | +5.1% |
| Equitable Holdings, Inc. | Wealth advisor | 81.5K | $4.2M | 0.0% | -51.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 77.0K | $3.9M | 0.0% | -25.6% |
| Cetera Investment Advisers | Wealth advisor | 73.2K | $3.7M | 0.0% | +13.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 66.1K | $3.4M | 0.0% | -2.8% |
| Private Advisor Group, LLC | Wealth advisor | 63.9K | $3.3M | 0.0% | +7.8% |
| UBS Group AG | Bank broker | 44.0K | $2.3M | 0.0% | -8.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 38.2K | $2.0M | 0.0% | +2.9% |
| Midwest Financial Network, LLC | Wealth advisor | 36.1K | $1.9M | 1.5% | -28.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 32.3K | $1.7M | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 30.1K | $1.5M | 0.0% | -2.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 27.4K | $1.4M | 0.0% | New |
| Jacobs Equity LLC | Wealth advisor | 25.9K | $1.3M | 1.2% | +178.7% |
| Allen Capital Group, LLC | Wealth advisor | 21.6K | $1.1M | 0.1% | -2.8% |
| K2 Financial Inc. | Wealth advisor | 19.7K | $1.1M | 0.8% | +7.0% |
| JOHNSON INVESTMENT COUNSEL INC | Other | 20.3K | $1.0M | 0.0% | Held |
| PACES FERRY WEALTH ADVISORS, LLC | Wealth advisor | 18.4K | $941K | 0.4% | +3.5% |
| Accel Wealth Management | Wealth advisor | 17.3K | $885K | 0.2% | -0.9% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 12.8K | $654K | 0.0% | +15.2% |
| Perennial Investment Advisors, LLC | Wealth advisor | 12.0K | $617K | 0.0% | -0.3% |
| JPMORGAN CHASE & CO | Bank broker | 12.0K | $596K | 0.0% | +70.2% |
| Castleview Partners, LLC | Wealth advisor | 9.9K | $509K | 0.3% | +8.8% |
| Quantinno Capital Management LP | Diversified mechanical | 9.4K | $483K | 0.0% | -43.8% |
| Sargent Investment Group, LLC | Other | 9.4K | $481K | 0.1% | -1.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 9.2K | $472K | 0.0% | +5.9% |
| FMR LLC | Long only active | 9.2K | $469K | 0.0% | +39.8% |
| Value Investment Professionals, LLC | Other | 11.4K | $459K | 1.0% | New |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 8.6K | $441K | 0.0% | +21.4% |
| BANK OF NOVA SCOTIA | Bank broker | 8.4K | $433K | 0.0% | New |
| Family Manage LLC | Wealth advisor | 8.1K | $415K | 0.0% | Held |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 7.9K | $388K | 0.0% | +17.2% |
| Independent Advisor Alliance | Wealth advisor | 6.9K | $353K | 0.0% | New |
| PRIVATE TRUST CO NA | Diversified mechanical | 6.6K | $338K | 0.0% | -1.6% |
| Inspire Advisors, LLC | Wealth advisor | 6.2K | $319K | 0.0% | New |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | Wealth advisor | 6.0K | $307K | 0.0% | -52.5% |
| Keystone Financial Group | Wealth advisor | 5.8K | $300K | 0.0% | -2.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 5.8K | $295K | 0.0% | -38.5% |
| FIFTH THIRD BANCORP | Diversified mechanical | 5.6K | $287K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.