Advertisement
Screener

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

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

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 STATE STREET SPD; Shares before 81,414,415.
  • Q2 2026: Stock SPMB; Country of operation —; Class STATE STREET SPD; Shares before 188,312,251.
  • Q2 2026: Stock SPDW; Country of operation —; Class STATE STREET SPD; Shares before 55,849,043.
  • Q2 2026: Stock XT; Country of operation —; Class FUTURE EXPONENTI; Shares before 32,408,021.

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
STATE STREET SPD81,414,4150-81,414,415$4,606,427,573$0-$4,606,427,5732026-08-14
Q2 2026SPMB
SPDR SERIES TRUST
STATE STREET SPD188,312,2510-188,312,251$4,216,311,291$0-$4,216,311,2912026-08-14
Q2 2026SPDW
SPDR INDEX SHS FDS
STATE STREET SPD55,849,0430-55,849,043$2,549,508,793$0-$2,549,508,7932026-08-14
Q2 2026XT
ISHARES TR
FUTURE EXPONENTI32,408,0210-32,408,021$2,208,583,973$0-$2,208,583,9732026-08-14
Q2 2026KOMP
SPDR SERIES TRUST
STATE STREET SPD29,594,3050-29,594,305$1,730,606,917$0-$1,730,606,9172026-08-14
Q2 2026SPYG
SPDR SERIES TRUST
STATE STREET SPD17,402,0890-17,402,089$1,703,838,506$0-$1,703,838,5062026-08-14
Q2 2026SPTL
SPDR SERIES TRUST
STATE STREET SPD54,679,4840-54,679,484$1,438,070,421$0-$1,438,070,4212026-08-14
Q2 2026SPTI
SPDR SERIES TRUST
STATE STREET SPD44,660,5150-44,660,515$1,279,970,351$0-$1,279,970,3512026-08-14
Q2 2026SPSM
SPDR SERIES TRUST
STATE STREET SPD20,673,3250-20,673,325$998,935,069$0-$998,935,0692026-08-14
Q2 2026SPEM
SPDR INDEX SHS FDS
STATE STREET SPD16,822,1880-16,822,188$789,128,837$0-$789,128,8372026-08-14
Q2 2026SPYM
SPDR SERIES TRUST
United StatesSTATE STREET SPD5,050,5350-5,050,535$386,567,949$0-$386,567,9492026-08-14
Q2 2026NANR
SPDR INDEX SHS FDS
STATE STREET SPD4,236,1260-4,236,126$355,834,618$0-$355,834,6182026-08-14
Q2 2026MDYG
SPDR SERIES TRUST
STATE STREET SPD1,263,8380-1,263,838$121,277,936$0-$121,277,9362026-08-14
Q2 2026DFAC
DIMENSIONAL ETF TRUST
US CORE EQUITY 23,108,6020-3,108,602$120,800,274$0-$120,800,2742026-08-14
Q2 2026SLYG
SPDR SERIES TRUST
STATE STREET SPD1,094,3110-1,094,311$105,732,301$0-$105,732,3012026-08-14
Q2 2026SLYV
SPDR SERIES TRUST
STATE STREET SPD1,083,4730-1,083,473$102,474,849$0-$102,474,8492026-08-14
Q2 2026MDYV
SPDR SERIES TRUST
STATE STREET SPD1,197,5900-1,197,590$101,974,789$0-$101,974,7892026-08-14
Q2 2026TFI
SPDR SERIES TRUST
STATE STREET SPD751,4150-751,415$34,069,161$0-$34,069,1612026-08-14
Q2 2026SHM
SPDR SERIES TRUST
STATE STREET SPD668,3210-668,321$31,965,789$0-$31,965,7892026-08-14
Q2 2026SPBO
SPDR SERIES TRUST
STATE STREET SPD582,0610-582,061$16,897,230$0-$16,897,2302026-08-14
Q2 2026DFLV
DIMENSIONAL ETF TRUST
US LARGE CAP VAL441,7560-441,756$15,775,107$0-$15,775,1072026-08-14
Q2 2026DFSV
DIMENSIONAL ETF TRUST
US SMALL CAP VAL342,0250-342,025$11,984,556$0-$11,984,5562026-08-14
Q2 2026DUHP
DIMENSIONAL ETF TRUST
US HIGH PROFITAB256,8440-256,844$9,441,585$0-$9,441,5852026-08-14
Q2 2026DFUS
DIMENSIONAL ETF TRUST
US EQUITY MARKET116,7090-116,709$8,275,835$0-$8,275,8352026-08-14
Q2 2026BWX
SPDR SERIES TRUST
BLOOMBERG INTL T374,0150-374,015$8,209,640$0-$8,209,6402026-08-14
Q2 2026EFIV
SPDR SERIES TRUST
STATE STREET SPD98,1970-98,197$6,194,314$0-$6,194,3142026-08-14
Q2 2026SPMD
SPDR SERIES TRUST
STATE STREET SPD96,4780-96,478$5,713,398$0-$5,713,3982026-08-14
Q2 2026XLK
SELECT SECTOR SPDR TR
STATE STREET TEC42,9840-42,984$5,712,574$0-$5,712,5742026-08-14
Q2 2026SPIP
SPDR SERIES TRUST
STATE STREET SPD184,0650-184,065$4,787,524$0-$4,787,5242026-08-14
Q2 2026SPIB
SPDR SERIES TRUST
STATE STREET SPD135,5460-135,546$4,546,213$0-$4,546,2132026-08-14
Q2 2026SPYD
SPDR SERIES TRUST
STATE STREET SPD68,3190-68,319$3,109,881$0-$3,109,8812026-08-14
Q2 2026BLOK
AMPLIFY ETF TR
BLOCKCHAIN TECHN54,3490-54,349$2,707,124$0-$2,707,1242026-08-14
Q2 2026SDY
SPDR SERIES TRUST
STATE STREET SPD17,7750-17,775$2,594,084$0-$2,594,0842026-08-14
Q2 2026SPTM
SPDR SERIES TRUST
STATE STREET SPD31,5360-31,536$2,493,236$0-$2,493,2362026-08-14
Q2 2026CWI
SPDR INDEX SHS FDS
STATE STREET SPD60,1490-60,149$2,200,852$0-$2,200,8522026-08-14
Q2 2026XLE
SELECT SECTOR SPDR TR
STATE STREET ENE26,5850-26,585$1,628,621$0-$1,628,6212026-08-14
Q2 2026XLI
SELECT SECTOR SPDR TR
STATE STREET IND8,8620-8,862$1,433,251$0-$1,433,2512026-08-14
Q2 2026DUSB
DIMENSIONAL ETF TRUST
ULTRASHORT FIXED27,9440-27,944$1,417,040$0-$1,417,0402026-08-14
Q2 2026XLB
SELECT SECTOR SPDR TR
STATE STREET MAT22,1230-22,123$1,105,486$0-$1,105,4862026-08-14
Q2 2026XLC
SELECT SECTOR SPDR TR
STATE STREET COM9,2150-9,215$1,021,575$0-$1,021,5752026-08-14
Q2 2026DCOR
DIMENSIONAL ETF TRUST
US CORE EQUITY 114,0860-14,086$1,015,319$0-$1,015,3192026-08-14
Q2 2026XLF
SELECT SECTOR SPDR TR
STATE STREET FIN20,3420-20,342$1,004,285$0-$1,004,2852026-08-14
Q2 2026SHYM
BLACKROCK ETF TRUST II
SHORT DURATION H42,8550-42,855$943,667$0-$943,6672026-08-14
Q2 2026XLY
SELECT SECTOR SPDR TR
STATE STREET CON7,7230-7,723$841,653$0-$841,6532026-08-14
Q2 2026XLP
SELECT SECTOR SPDR TR
STATE STREET CON10,1450-10,145$831,687$0-$831,6872026-08-14
Q2 2026XLV
SELECT SECTOR SPDR TR
STATE STREET HEA5,3730-5,373$787,736$0-$787,7362026-08-14
Q2 2026ARTY
ISHARES TR
FUTURE AI & TECH14,7390-14,739$685,806$0-$685,8062026-08-14
Q2 2026CVIE
MORGAN STANLEY ETF TRUST
CALVERT INTERNAT9,3690-9,369$681,033$0-$681,0332026-08-14
Q2 2026QTUM
ETF SER SOLUTIONS
DEFIANCE QUANTUM4,0680-4,068$436,540$0-$436,5402026-08-14
Q2 2026USMV
ISHARES TR
MSCI USA MIN VOL4,2670-4,267$395,722$0-$395,7222026-08-14
Q2 2026SPAB
SPDR SERIES TRUST
STATE STREET SPD14,8450-14,845$380,329$0-$380,3292026-08-14
Q2 2026SPGM
SPDR INDEX SHS FDS
STATE STREET SPD4,9950-4,995$378,171$0-$378,1712026-08-14
Q2 2026UCON
FIRST TR EXCHNG TRADED FD VI
SMITH UNCONSTRAI12,8130-12,813$317,378$0-$317,3782026-08-14
Q2 2026XLU
SELECT SECTOR SPDR TR
STATE STREET UTI6,8600-6,860$314,805$0-$314,8052026-08-14
Q2 2026FDNI
FIRST TR EXCHANGE-TRADED FD
DJ INTL INTRNT11,2930-11,293$307,452$0-$307,4522026-08-14
Q2 2026TOTL
SSGA ACTIVE ETF TR
STATE STREET DOU7,1350-7,135$283,474$0-$283,4742026-08-14
Q2 2026VEGN
ETF SER SOLUTIONS
US VEGAN CLIMATE4,7800-4,780$270,059$0-$270,0592026-08-14
Q2 2026EEMX
SPDR INDEX SHS FDS
STATE STREET SPD5,7320-5,732$253,333$0-$253,3332026-08-14
Q2 2026VCLT
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD3,2120-3,212$240,001$0-$240,0012026-08-14
Q2 2026AIQ
GLOBAL X FDS
ARTIFICIAL ETF5,0680-5,068$236,524$0-$236,5242026-08-14
Q2 2026XBI
SPDR SERIES TRUST
STATE STREET SPD1,7890-1,789$228,509$0-$228,5092026-08-14
Q2 2026ISTB
ISHARES TR
CORE 1 5 YR USD4,1620-4,162$201,691$0-$201,6912026-08-14
Q2 2026IEF
ISHARES TR
7-10 YR TRSY BD2,1130-2,113$201,665$0-$201,6652026-08-14
Q2 2026NVG
NUVEEN AMT FREE MUN CR INC F
COM11,1960-11,196$138,047$0-$138,0472026-08-14
Q2 2026VKQ
INVESCO MUNICIPAL TRUST
COM10,9980-10,998$104,701$0-$104,7012026-08-14
Q2 2026VKI
INVESCO ADVANTAGE MUN INCOME
SH BEN INT10,7150-10,715$92,792$0-$92,7922026-08-14

Similar Firms

Firm NameCountry13F ValueHoldings
Rakuten Investment Management, Inc.Japan$49.191B509
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCUnited States$49.101B3,722
ASSETMARK, INCUnited States$49.040B3,443
Korea Investment CORPSouth Korea$48.270B688
Aristotle Capital Management, LLCUnited States$47.776B191
ROYAL LONDON ASSET MANAGEMENT LTDUnited Kingdom$47.685B688
Tidal Investments LLCUnited States$47.420B3,224
Soroban Capital Partners LPUnited States$51.797B30
GROUP ONE TRADING LLCUnited States$52.179B8,022
Zurcher Kantonalbank (Zurich Cantonalbank)Switzerland$45.965B2,557