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Disclosery

SHE SPDR SERIES TRUST

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ST STR MSCI GEN (fund)

130 managers (132 13F filers) reported a position in SHE shares at 2026-06-30, 998,973 shares in all. 18 filers opened a position and 9 filers sold out during the quarter.

Managers
130
13F filers
132
New
18
Added
38
Reduced
33
Sold out
9
Shares held by filers
998,973

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Rock Creek Group LLCin group Rock Creek Group LLC139,960$21.6M2.18%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY93,648$14.5M<0.01%+42813F-HRTimelineGroup
LPL Financial LLC50,344$7.78M<0.01%+1,36513F-HRTimeline
ALBION FINANCIAL GROUP /UT46,408$7.17M0.42%+1,71613F-HRTimeline
Betterment LLC39,239$6.06M0.01%+6613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/38,572$5.96M<0.01%-6,84613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,500$5.76M<0.01%-313F-HRTimelineGroup
Geneos Wealth Management Inc.31,421$4.85M0.1%-1,79813F-HRTimeline
Cetera Investment Advisers28,922$4.47M<0.01%+27013F-HRTimeline
National Philanthropic Trust25,243$3.9M0.06%-25913F-HRTimeline
UBS Group AGin group UBS Group AG18,679$2.88M<0.01%-38013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,470$2.08M<0.01%-7,07813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,288$2.05M<0.01%+96613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,189$1.88M<0.01%+12513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,303$1.88M<0.01%+2,60413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,129$1.87M<0.01%-20713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,743$1.81M<0.01%+1,92913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,147$1.72M<0.01%+1513F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,782$1.51M<0.01%-24113F-HR/ATimeline
Gradient Investments LLCin group Gradient Investments LLC6,822$1.05M0.01%+21813F-HRTimelineGroup
Bell Investment Advisors, Inc6,697$1.03M0.15%-4213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,346$980K<0.01%+50913F-HRTimelineGroup
Wealthfront Advisers LLC6,050$934K<0.01%-22613F-HRTimeline
Integrated Wealth Concepts LLC5,987$925K<0.01%+1,93313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,882$908K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB5,692$879K0.02%-38113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding5,662$874K-1,255Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,581$862K<0.01%-62813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,413$838K<0.01%+99913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,996$772K<0.01%+2713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,765$737K<0.01%+1,20713F-HRTimelineGroup
SEEDS INVESTOR LLC4,663$720K0.07%+39813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,382$677K<0.01%-813F-HR/ATimeline
Laurel Wealth Planning LLC4,221$652K0.29%013F-HRTimeline
Napier Financial, LLC4,206$650K0.14%+4013F-HRTimeline
South Shore Capital Advisors4,009$619K0.41%+3613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,952$610K<0.01%+2313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,912$604K+317Timeline
Fingerlakes Wealth Management, Inc.3,851$595K0.32%+813F-HRTimeline
Valmark Advisers, Inc.3,762$581K0.01%+1,47013F-HRTimeline
Dynamic Advisor Solutions LLC3,758$580K0.02%+18313F-HRTimeline
CWC Advisors, LLC.3,227$498K0.22%-3213F-HRTimeline
Mendel Capital Management LLC3,203$495K0.22%+113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,017$466K<0.01%-113F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC3,000$463K0.02%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.3,565$456K0.39%new13F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.2,865$442K<0.01%new13F-HRTimelineGroup
CERTUITY, LLC2,832$437K0.02%+813F-HRTimeline
Aprio Wealth Management, LLC2,784$430K0.02%-1313F-HRTimeline
MITCHELL SINKLER & STARR/PA2,625$405K0.17%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,500$386K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning2,444$377K<0.01%+18613F-HRTimelineGroup
PITTENGER & ANDERSON INC2,430$375K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,411$372K<0.01%-1113F-HRTimelineGroup
FMR LLCin group FMR LLC2,237$346K<0.01%-23213F-HRTimelineGroup
Clifford Group, LLC2,205$341K0.24%-3513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,201$340K<0.01%-39713F-HRTimelineGroup
KilterHowling LLC2,183$337K0.15%-14613F-HRTimeline
Janney Montgomery Scott LLC2,140$331K<0.01%+1213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,141$331K<0.01%-1613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,096$324K<0.01%+18813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,080$321K0.02%+413F-HRTimeline
HighTower Advisors, LLC1,943$300K<0.01%-66613F-HRTimeline
Grove Bank & Trust1,886$291K0.03%013F-HRTimeline
Winter & Associates, Inc.1,884$291K0.22%-1,28113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,666$257K<0.01%+113F-HRTimelineGroup
White Lighthouse Investment Management …1,660$256K0.03%013F-HRTimeline
Sowell Financial Services LLC1,656$256K0.01%-813F-HRTimeline
Sincerus Advisory, LLC1,608$248K0.17%-11613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,592$246K<0.01%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.1,585$245K0.01%new13F-HRTimeline
Baker Avenue Asset Management, LP1,578$244K<0.01%013F-HRTimeline
HOWE & RUSLING INC1,562$241K0.01%013F-HRTimeline
Pearl Planning LLC1,466$226K0.1%new13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC1,380$213K0.1%new13F-HRTimeline
Evanson Financial, LLC1,379$213K0.01%13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,376$213K0.04%new13F-HRTimeline
Vise Technologies, Inc.1,375$212K<0.01%new13F-HRTimeline
PFG Investments, LLC1,343$207K0.01%new13F-HRTimeline
Rossby Financial, LCC1,245$192K0.04%+39813F-HRTimeline
ABOUND FINANCIAL, LLC1,163$180K0.07%-61713F-HRTimeline
PRIVATE TRUST CO NA1,146$177K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,014$157K<0.01%-3313F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…993$153K0.1%-11913F-HRTimeline
Vermillion Wealth Management, Inc.984$152K0.04%+213F-HRTimeline
Ellevest, Inc.144,811$145K0.02%new13F-HRTimeline
Midway Capital Research & Management865$134K0.11%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC795$123K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…724$112K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/700$108K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…617$95.3K<0.01%+213F-HRTimelineGroup
Aptus Capital Advisors, LLC561$86.6K<0.01%+113F-HRTimeline
Princeton Global Asset Management LLC529$81.8K0.01%+113F-HRTimeline
Godfrey Financial Associates, Inc.490$75.7K0.06%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC475$73.4K0.03%+113F-HRTimeline
Clearstead Advisors, LLC437$67.5K<0.01%013F-HRTimeline
AlphaCore Capital LLC400$61.8K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…350$54.1K<0.01%-3313F-HRTimelineGroup
SIMPLEX TRADING, LLC320$49.4K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…290$44.8K<0.01%013F-HRTimelineGroup
SHP Wealth Management231$35.7K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…221$33.9K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC193$29.8K<0.01%013F-HRTimelineGroup
TD Capital Management LLC193$29.8K<0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.162$25K<0.01%013F-HRTimeline
Creative Capital Management Investments…150$23.2K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…149$23K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources118$18.2K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC118$18.2K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…115$17.8K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.100$15.4K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/100$15.4K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC95$14.7K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC80$12.4K<0.01%-8013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA60$9.27K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC46$7.1K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.35$5.41K<0.01%013F-HRTimeline
IFG Advisory, LLC33$5.14K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC30$4.63K<0.01%013F-HRTimeline
Smithfield Trust Co24$4K<0.01%013F-HRTimeline
Allworth Financial LP18$2.8K<0.01%-6713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.18$2.78K<0.01%013F-HRTimeline
CVA Family Office, LLC16$2.5K<0.01%013F-HRTimeline
Asset Dedication, LLC12$1.85K<0.01%013F-HRTimeline
Parallel Advisors, LLC10$1.65K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC10$1.54K<0.01%013F-HRTimeline
Financial Life Planners2$316<0.01%013F-HRTimeline
Triumph Capital Management2$309<0.01%013F-HRTimeline
Redwood Park Advisors LLC1$155<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1$132<0.01%013F-HRTimeline