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SPY
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Position history for Envestnet Portfolio Solutions, Inc.'s holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

Envestnet Portfolio Solutions, Inc. holds 369,712 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $240.4M as of 2026-Q1. The position was decreased (-8.4% shares). SPY represents 1.3% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$240.4M

Current Shares

369,712

Total Value Change

+$95.4M

Total Shares Change

+103,190

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
2024-Q2
Decreased
266,522
-0.5%
$145M0.5%$534.46
0

Other major holders of SPY: JPMORGAN CHASE & CO

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