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Financial Engines Advisors L.L.C. Historic Quarter Change: USA ETF, New

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Financial Engines Advisors L.L.C. historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Financial Engines Advisors L.L.C. opened 536 positions, added to 1,130, reduced 1,154 and sold out of 399.

  • Q2 2026: Stock SPYV; Country of operation —; Class ST STR P500VAL; Shares before 0.
  • Q2 2026: Stock SPMB; Country of operation —; Class ST STR BACKE ETF; Shares before 0.
  • Q2 2026: Stock SPDW; Country of operation —; Class ST STR PO EX ETF; Shares before 0.
  • Q2 2026: Stock XT; Country of operation —; Class FUTU EXPO TE ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1420473), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-08); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-10); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-10); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-04); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-02); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-11); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-06); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-03); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-30); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-29); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-28); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-06); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2007-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SPYV
SPDR SERIES TRUST		ST STR P500VAL082,942,783+82,942,783$0$5,042,091,789+$5,042,091,7892026-08-14
Q2 2026SPMB
SPDR SERIES TRUST		ST STR BACKE ETF0196,882,687+196,882,687$0$4,392,452,744+$4,392,452,7442026-08-14
Q2 2026SPDW
SPDR INDEX SHS FDS		ST STR PO EX ETF052,021,601+52,021,601$0$2,621,368,489+$2,621,368,4892026-08-14
Q2 2026XT
ISHARES TR		FUTU EXPO TE ETF029,474,371+29,474,371$0$2,435,467,249+$2,435,467,2492026-08-14
Q2 2026KOMP
SPDR SERIES TRUST		SP KENSHO NEWEC028,216,004+28,216,004$0$2,017,444,272+$2,017,444,2722026-08-14
Q2 2026SPYG
SPDR SERIES TRUST		ST STR P500GRW016,355,720+16,355,720$0$1,946,167,084+$1,946,167,0842026-08-14
Q2 2026SPTL
SPDR SERIES TRUST		ST LON TREAS ETF059,020,099+59,020,099$0$1,548,097,194+$1,548,097,1942026-08-14
Q2 2026SPTI
SPDR SERIES TRUST		ST INTER ETF048,147,629+48,147,629$0$1,366,911,192+$1,366,911,1922026-08-14
Q2 2026SPSM
SPDR SERIES TRUST		ST STR SP600 SML018,804,022+18,804,022$0$1,084,427,947+$1,084,427,9472026-08-14
Q2 2026SPYM
SPDR SERIES TRUST		United StatesST STR P500ETF05,010,116+5,010,116$0$440,289,013+$440,289,0132026-08-14
Q2 2026NANR
SPDR INDEX SHS FDS		ST STR SP N AM04,222,651+4,222,651$0$318,810,157+$318,810,1572026-08-14
Q2 2026SPEM
SPDR INDEX SHS FDS		ST PORT MARK ETF03,892,454+3,892,454$0$201,551,266+$201,551,2662026-08-14
Q2 2026MDYG
SPDR SERIES TRUST		ST STR SP400GRW01,427,344+1,427,344$0$159,991,017+$159,991,0172026-08-14
Q2 2026DFAC
DIMENSIONAL ETF TRUST		US COR EQU 2 ETF03,264,547+3,264,547$0$144,815,305+$144,815,3052026-08-14
Q2 2026SLYG
SPDR SERIES TRUST		ST STR SP600GRWO01,062,120+1,062,120$0$126,530,414+$126,530,4142026-08-14
Q2 2026MDYV
SPDR SERIES TRUST		ST STR SP400VAL01,229,181+1,229,181$0$116,587,818+$116,587,8182026-08-14
Q2 2026SLYV
SPDR SERIES TRUST		ST STR SP600SM C01,038,990+1,038,990$0$113,364,177+$113,364,1772026-08-14
Q2 2026TFI
SPDR SERIES TRUST		ST STR NUVEE ETF0765,849+765,849$0$35,075,902+$35,075,9022026-08-14
Q2 2026SHM
SPDR SERIES TRUST		ST NUVE TERM ETF0677,616+677,616$0$32,501,842+$32,501,8422026-08-14
Q2 2026DFLV
DIMENSIONAL ETF TRUST		US LARG VALU ETF0464,937+464,937$0$18,383,609+$18,383,6092026-08-14
Q2 2026SPBO
SPDR SERIES TRUST		ST STR CORPO ETF0601,055+601,055$0$17,454,631+$17,454,6312026-08-14
Q2 2026DFSV
DIMENSIONAL ETF TRUST		US SMALL CAP ETF0412,020+412,020$0$15,982,256+$15,982,2562026-08-14
Q2 2026DUHP
DIMENSIONAL ETF TRUST		US HIGH PROF ETF0237,898+237,898$0$9,927,484+$9,927,4842026-08-14
Q2 2026DFUS
DIMENSIONAL ETF TRUST		US EQUI MARK ETF0117,068+117,068$0$9,592,552+$9,592,5522026-08-14
Q2 2026BWX
SPDR SERIES TRUST		ST INTL BBG ETF0360,232+360,232$0$7,809,826+$7,809,8262026-08-14
Q2 2026XLK
SELECT SECTOR SPDR TR		ST STR TECHN ETF040,254+40,254$0$7,669,192+$7,669,1922026-08-14
Q2 2026EFIV
SPDR SERIES TRUST		SPDR S&P 500 ESG094,176+94,176$0$6,868,241+$6,868,2412026-08-14
Q2 2026SPMD
SPDR SERIES TRUST		ST STR P400MID094,662+94,662$0$6,395,358+$6,395,3582026-08-14
Q2 2026SPIP
SPDR SERIES TRUST		ST STR TIPS ETF0217,545+217,545$0$5,586,550+$5,586,5502026-08-14
Q2 2026SPIB
SPDR SERIES TRUST		ST INTER BD ETF0137,561+137,561$0$4,602,791+$4,602,7912026-08-14
Q2 2026BAI
BLACKROCK ETF TRUST		ISHA I IN TE ETF071,230+71,230$0$3,755,246+$3,755,2462026-08-14
Q2 2026BLOK
AMPLIFY ETF TR		BLOCK TECHN ETF049,818+49,818$0$3,120,101+$3,120,1012026-08-14
Q2 2026SPYD
SPDR SERIES TRUST		ST STR SP500DIV064,425+64,425$0$3,073,717+$3,073,7172026-08-14
Q2 2026SDY
SPDR SERIES TRUST		ST STR SP DIV017,167+17,167$0$2,612,474+$2,612,4742026-08-14
Q2 2026SPTM
SPDR SERIES TRUST		ST STR PR SP1500027,652+27,652$0$2,510,525+$2,510,5252026-08-14
Q2 2026SHLD
GLOBAL X FDS		DEFENSE TECH ETF041,598+41,598$0$2,483,817+$2,483,8172026-08-14
Q2 2026CWI
SPDR INDEX SHS FDS		ST STR ACWI ETF059,081+59,081$0$2,402,824+$2,402,8242026-08-14
Q2 2026VOOG
VANGUARD ADMIRAL FDS INC		500 GRTH IDX F024,575+24,575$0$2,030,387+$2,030,3872026-08-14
Q2 2026XLI
SELECT SECTOR SPDR TR		ST STR INDL ETF08,743+8,743$0$1,619,466+$1,619,4662026-08-14
Q2 2026DUSB
DIMENSIONAL ETF TRUST		ULTR FIX INC ETF026,262+26,262$0$1,333,584+$1,333,5842026-08-14
Q2 2026XLE
SELECT SECTOR SPDR TR		ST STR ENERG ETF022,222+22,222$0$1,180,210+$1,180,2102026-08-14
Q2 2026XLB
SELECT SECTOR SPDR TR		ST STR MATER ETF022,134+22,134$0$1,125,071+$1,125,0712026-08-14
Q2 2026ARTY
ISHARES TR		FUTU AI TECH ETF014,424+14,424$0$1,098,532+$1,098,5322026-08-14
Q2 2026XLF
SELECT SECTOR SPDR TR		ST STR FINL ETF020,377+20,377$0$1,092,411+$1,092,4112026-08-14
Q2 2026DCOR
DIMENSIONAL ETF TRUST		US COR EQU 1 ETF013,099+13,099$0$1,073,856+$1,073,8562026-08-14
Q2 2026XLC
SELECT SECTOR SPDR TR		ST STR SVC ETF09,095+9,095$0$974,347+$974,3472026-08-14
Q2 2026SGOV
ISHARES TR		0-3 MTH TREASURY09,599+9,599$0$966,331+$966,3312026-08-14
Q2 2026SHYM
BLACKROCK ETF TRUST II		SHOR DURA HI ETF042,855+42,855$0$962,095+$962,0952026-08-14
Q2 2026XLY
SELECT SECTOR SPDR TR		ST STR DISCR ETF07,674+7,674$0$900,007+$900,0072026-08-14
Q2 2026XLP
SELECT SECTOR SPDR TR		ST STR STAPL ETF010,389+10,389$0$863,014+$863,0142026-08-14
Q2 2026XLV
SELECT SECTOR SPDR TR		ST STR CARE ETF05,335+5,335$0$846,451+$846,4512026-08-14
Q2 2026CVIE
MORGAN STANLEY ETF TRUST		CALVE INDEX ETF09,579+9,579$0$814,337+$814,3372026-08-14
Q2 2026USMV
ISHARES TR		MSCI USA MIN ETF06,928+6,928$0$668,275+$668,2752026-08-14
Q2 2026XLU
SELECT SECTOR SPDR TR		ST STR UTIL ETF010,760+10,760$0$487,858+$487,8582026-08-14
Q2 2026SPGM
SPDR INDEX SHS FDS		ST STR MSCI GLB04,995+4,995$0$427,922+$427,9222026-08-14
Q2 2026QTUM
ETF SER SOLUTIONS		DEFIA QUANT ETF02,568+2,568$0$424,756+$424,7562026-08-14
Q2 2026SPAB
SPDR SERIES TRUST		ST STR AGGRE ETF015,431+15,431$0$393,799+$393,7992026-08-14
Q2 2026FNDE
SCHWAB STRATEGIC TR		FUND EM EQUI ETF09,752+9,752$0$386,959+$386,9592026-08-14
Q2 2026VEGN
ETF SER SOLUTIONS		US VEGA CLIM ETF04,403+4,403$0$362,199+$362,1992026-08-14
Q2 2026FTEC
FIDELITY COVINGTON TRUST		MSCI INFO TECH I01,236+1,236$0$352,977+$352,9772026-08-14
Q2 2026USFR
WISDOMTREE TR		FLOATNG RAT TREA06,695+6,695$0$337,093+$337,0932026-08-14
Q2 2026INFL
LISTED FDS TR		HORI KI INFL ETF06,731+6,731$0$335,742+$335,7422026-08-14
Q2 2026UCON
FIRST TR EXCHNG TRADED FD VI		SMIT UNCO BD ETF012,813+12,813$0$318,787+$318,7872026-08-14
Q2 2026TOTL
SSGA ACTIVE ETF TR		ST STR TOTAL ETF07,592+7,592$0$299,656+$299,6562026-08-14
Q2 2026XBI
SPDR SERIES TRUST		ST STR SP BIOT01,864+1,864$0$294,978+$294,9782026-08-14
Q2 2026EEMX
SPDR INDEX SHS FDS		ST STR MSCI EMRG05,247+5,247$0$284,120+$284,1202026-08-14
Q2 2026HDV
ISHARES TR		CORE HIGH DV ETF09,190+9,190$0$251,898+$251,8982026-08-14
Q2 2026DRAM
ROUNDHILL ETF TRUST		MEMORY ETF03,404+3,404$0$251,385+$251,3852026-08-14
Q2 2026CCD
CALAMOS DYNAMIC CONV & INCOM		COM08,758+8,758$0$225,694+$225,6942026-08-14
Q2 2026IWN
ISHARES TR		RUS 2000 VAL ETF0995+995$0$220,094+$220,0942026-08-14
Q2 2026SPUS
TIDAL TRUST I		SP FDS S&P 50003,823+3,823$0$219,823+$219,8232026-08-14
Q2 2026CII
BLACKROCK ENHANCED LARGE CAP		COM08,301+8,301$0$217,071+$217,0712026-08-14
Q2 2026BBRE
J P MORGAN EXCHANGE TRADED F		BETBULD MSCI02,001+2,001$0$214,647+$214,6472026-08-14
Q2 2026BIL
SPDR SERIES TRUST		ST STR BLO 1 ETF02,298+2,298$0$210,589+$210,5892026-08-14
Q2 2026CMF
ISHARES TR		CALIF MUN BD ETF03,635+3,635$0$209,521+$209,5212026-08-14
Q2 2026QTEC
FIRST TR EXCHANGE-TRADED FD		SHS0618+618$0$206,838+$206,8382026-08-14
Q2 2026URTH
ISHARES INC		MSCI WORLD ETF01,020+1,020$0$206,693+$206,6932026-08-14

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