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Spdr Ser Tr shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Spdr Ser Tr (CERY) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $34M 1.2M 28.65
2025-06-30 $22M 814k 27.23
2025-03-31 $26M 941k 27.71
2024-12-31 $1.7M 66k 25.89

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Trust For Professional Man Activepassive Cr (APCB)
Trust For Professional Man Activepassive Eq (APIE)

View all positions for Envestnet Portfolio Solutions

Top funds holding Spdr Ser Tr

State Street Corporation
LPL Financial
Envestnet Asset Management
Envestnet Portfolio Solutions
Assetmark
Cambria Investment Management
Austin Private Wealth
Park Avenue Securities
Aspire Private Capital
Empowered Funds
Advisor Group Holdings
Landmark Wealth Management
Raymond James Financial
Leo Wealth
Private Advisory

View all funds holding Spdr Ser Tr