IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

State Street Spdr Portfolio (SPEU)

CUSIP: 78463X103 | NYSE | 398 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Mather Group, Llc.142,117
0.1% of portfolio›$7.6M
Treasure Coast Financial Planning132,270
3.4% of portfolio›$7.1M
Atlantic Edge Private Wealth Management, LLC95,977
1.1% of portfolio›$5.2M
Elwood & Goetz Wealth Advisory Group, LLC32,619
0.2% of portfolio›$1.8M
Allen Capital Group, LLC21,391
0.1% of portfolio›$1.1M
K2 Financial Inc.21,143
0.8% of portfolio›$1.1M
Accel Wealth Management17,866
0.2% of portfolio›$959.6K
Midwest Financial Network, LLC13,427
0.5% of portfolio›$721.2K
Independent Financial Group, LLC12,860
0.0% of portfolio›$690.7K
Castleview Partners, LLC10,683
0.3% of portfolio›$573.8K
Lodestar Private Asset Management LLC5,445
0.0% of portfolio›$292.5K
Concurrent Investment Advisors, LLC5,413
0.0% of portfolio›$290.7K
Wealth Enhancement Advisory Services, LLC5,068
0.0% of portfolio›$267.5K
Diversified Enterprises, LLC4,803
0.0% of portfolio›$258.0K
Willis Johnson Wealth, Inc.4,696
0.0% of portfolio›$252.2K
Truist Financial Corp4,518
0.0% of portfolio›$242.7K
Fifth Third Bancorp4,366
0.0% of portfolio›$234.5K
Assetmark, Inc4,256
0.0% of portfolio›$228.6K
Cambridge Investment Research Advisors, Inc.4,222
0.0% of portfolio›$227
Kestra Advisory Services, LLC4,175
0.0% of portfolio›$224.2K
Williams Jones Wealth Management, Llc.4,000
0.0% of portfolio›$214.8K
Worth Financial Advisory Group, LLC3,927
0.1% of portfolio›$210.9K
Grove Bank & Trust3,000
0.0% of portfolio›$161.1K
Harbor Investment Advisory, LLC2,265
0.0% of portfolio›$121.7K
GK Wealth Management LLC1,845
0.1% of portfolio›$99.2K
Tradewinds Capital Management, LLC1,518
0.0% of portfolio›$81.5K
Larson Financial Group LLC1,062
0.0% of portfolio›$57.1K
IFP Advisors, Inc557
0.0% of portfolio›$29.9K
Farther Finance Advisors, LLC514
0.0% of portfolio›$27.6K
Cape Investment Advisory, Inc.309
0.0% of portfolio›$16.6K
Citigroup Inc255
0.0% of portfolio›$13.7K
TD Waterhouse Canada Inc.239
0.0% of portfolio›$12.6K
Jacobi Capital Management LLC237
0.0% of portfolio›$12.8K
Cedar Mountain Advisors, LLC181
0.0% of portfolio›$9.7K
Central Trust Co59
0.0% of portfolio›$3.2K
Caldwell Trust Co43
0.0% of portfolio›$2.3K
Creative Financial Designs Inc28
0.0% of portfolio›$1.5K
Raleigh Capital Management Inc.0
0.0% of portfolio›$10
StyleTurnoverLocationFiled
Mather Group, Llc.
142,117$7.6M0.1%ETFMediumChicago, IL2026-10-14
Treasure Coast Financial Planning
132,270$7.1M3.4%ETFVery LowVero Beach, FL2026-11-03
Atlantic Edge Private Wealth Management, LLC
95,977$5.2M1.1%CoreLowJacksonville, FL2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
32,619$1.8M0.2%ETFLowAthens, GA2026-10-28
Allen Capital Group, LLC
21,391$1.1M0.1%CoreLowGrand Island, NE2026-10-27
K2 Financial Inc.
21,143$1.1M0.8%ETFLowGlendora, CA2026-10-26
Accel Wealth Management
17,866$959.6K0.2%ETFLowWaverly, IA2026-10-13
Midwest Financial Network, LLC
13,427$721.2K0.5%ETFHighTinley Park, IL2026-10-13
Independent Financial Group, LLC
12,860$690.7K0.0%GrowthLowSan Diego, CA2026-10-13
Castleview Partners, LLC
10,683$573.8K0.3%CoreMediumDallas, TX2026-10-09
Lodestar Private Asset Management LLC
5,445$292.5K0.0%ETFLowAlamo, CA2026-10-26
Concurrent Investment Advisors, LLC
5,413$290.7K0.0%GrowthMediumTampa, FL2026-10-16
Wealth Enhancement Advisory Services, LLC
5,068$267.5K0.0%CoreLowPlymouth, MN2026-10-13
Diversified Enterprises, LLC
4,803$258.0K0.0%ETFVery LowWilmington, DE2026-10-19
Willis Johnson Wealth, Inc.
4,696$252.2K0.0%ETFLowHouston, TX2026-11-03
Truist Financial Corp
4,518$242.7K0.0%CoreLowCharlotte, NC2026-10-30
Fifth Third Bancorp
4,366$234.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Assetmark, Inc
4,256$228.6K0.0%ETFLowConcord, CA2026-10-21
Cambridge Investment Research Advisors, Inc.
4,222$2270.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
4,175$224.2K0.0%CoreLowAustin, TX2026-11-02
Williams Jones Wealth Management, Llc.
4,000$214.8K0.0%GrowthLowNew York, NY2026-11-05
Worth Financial Advisory Group, LLC
3,927$210.9K0.1%GrowthVery LowCharlotte, NC2026-10-19
Grove Bank & Trust
3,000$161.1K0.0%ETFLowMiami, FL2026-10-08
Harbor Investment Advisory, LLC
2,265$121.7K0.0%GrowthLowLutherville, MD2026-10-13
GK Wealth Management LLC
1,845$99.2K0.1%GARPVery HighReno, NV2026-10-09
Tradewinds Capital Management, LLC
1,518$81.5K0.0%ETFVery HighBellingham, WA2026-10-23
Larson Financial Group LLC
1,062$57.1K0.0%GrowthLowSt Louis, MO2026-11-05
IFP Advisors, Inc
557$29.9K0.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
514$27.6K0.0%IndexLowSan Francisco, CA2026-10-08
Cape Investment Advisory, Inc.
309$16.6K0.0%ETFLowMcdonough, GA2026-10-13
Citigroup Inc
255$13.7K0.0%CoreMediumNew York, NY2026-11-04
TD Waterhouse Canada Inc.
239$12.6K0.0%CoreLowToronto, Australia2026-10-16
Jacobi Capital Management LLC
237$12.8K0.0%CoreLowPittston, PA2026-11-05
Cedar Mountain Advisors, LLC
181$9.7K0.0%ETFVery LowLake Oswego, OR2026-10-15
Central Trust Co
59$3.2K0.0%CoreLowJefferson City, MO2026-11-05
Caldwell Trust Co
43$2.3K0.0%GrowthLowVenice, FL2026-10-30
Creative Financial Designs Inc
28$1.5K0.0%ETFMediumKokomo, IN2026-11-04
Raleigh Capital Management Inc.
0$100.0%CoreMediumCary, NC2026-10-28