Back to Envestnet Portfolio Solutions, Inc.

SPEM
Showing 8 of 11 quarters

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

Envestnet Portfolio Solutions, Inc. holds 1.9M shares of SPEM (SPDR INDEX SHS FDS), worth $88.5M as of 2026-Q1. The position was decreased (-12.8% shares). SPEM represents 0.5% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$88.5M

Current Shares

1.9M

Total Value Change

+$25.9M

Total Shares Change

+224,339

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.9M
-12.8%
$88.5M0.5%$47.99
0
2025-Q4
Increased
2.2M
+2.8%
$101.2M0.4%$46.83
37
2025-Q3
Increased
2.1M
+6.0%
$98.5M0.4%$45.86
38
2025-Q2
Decreased
2M
-19.6%
$84.8M0.3%$41.94
0
2025-Q1
Increased
2.5M
+6.6%
$97.2M0.4%$38.31
38
2024-Q4
Increased
2.3M
+13.4%
$88.8M0.3%$37.38
40
2024-Q3
Increased
2M
+22.9%
$84.2M0.3%$39.82
43
2024-Q2
Increased
1.7M
+20.3%
$62.6M0.2%$36.01
42

Other major holders of SPEM: Creative Planning

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used