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Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in SPDR INDEX SHS FDS

Envestnet Portfolio Solutions, Inc. holds 2.2M shares of SPDW (SPDR INDEX SHS FDS), worth $111M as of 2026-Q2. The position was decreased (-9.7% shares). SPDW represents 0.5% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$111M

Current Shares

2.2M

Total Value Change

+$33.5M

Total Shares Change

+138,787

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.2M
-9.7%
$111M0.5%$50.39
0
2026-Q1
Decreased
2.4M
-8.3%
$111.3M0.6%$47.38
0
2025-Q4
Increased
2.7M
+24.1%
$118.1M0.4%$44.60
44
2025-Q3
Increased
2.1M
+23.3%
$91.6M0.3%$41.89
43
2025-Q2
Decreased
1.7M
-47.1%
$70.3M0.3%$39.66
0
2025-Q1
Increased
3.3M
+47.4%
$119.6M0.5%$35.47
49
2024-Q4
Increased
2.2M
+8.0%
$76.1M0.2%$32.99
38
2024-Q3
Decreased
2.1M
-11.3%
$77.5M0.3%$35.93
0

Other major holders of SPDW: Creative Planning

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