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Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in STATE STREET SPDR S&P 500 ETF TRUST CL USD INC

Envestnet Portfolio Solutions, Inc. holds 416,956 shares of SPY (STATE STREET SPDR S&P 500 ETF TRUST CL USD INC), worth $311.4M as of 2026-Q2. The position was increased (+12.8% shares). SPY represents 1.5% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$311.4M

Current Shares

416,956

Total Value Change

+$132.6M

Total Shares Change

+105,438

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
416,956
+12.8%
$311.4M1.5%$746.77
55
2026-Q1
Decreased
369,712
-8.4%
$240.4M1.3%$680.33
0
2025-Q4
Increased
403,527
+6.6%
$275.2M1.0%$687.01
46
2025-Q3
Increased
378,456
+29.5%
$252.1M0.9%$661.72
55
2025-Q2
Increased
292,259
+20.0%
$180.6M0.7%$611.40
51
2025-Q1
Decreased
243,590
-23.3%
$135.7M0.5%$550.86
0
2024-Q4
Increased
317,504
+1.9%
$186.1M0.6%$581.39
44
2024-Q3
Increased
311,518
+16.9%
$178.7M0.6%$562.94
50

Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, JANE STREET GROUP, LLC

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