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Disclosery

SHE SPDR SERIES TRUST

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ST STR MSCI GEN (fund)

108 managers (108 13F filers) reported a position in SHE shares at 2024-12-31, 866,380 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
108
13F filers
108
New
5
Added
28
Reduced
32
Sold out
8
Shares held by filers
866,380

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC179,839$20.8M2.19%013F-HRTimelineGroup
LPL Financial LLC104,715$12.1M<0.01%+1,30713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY93,710$10.9M<0.01%-1,02413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,359$5.02M<0.01%-2,83113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO40,858$4.73M<0.01%-4,78913F-HRTimelineGroup
Betterment LLC36,441$4.22M0.01%-12413F-HRTimeline
BLAIR WILLIAM & CO/IL35,488$4.11M0.01%+20313F-HRTimeline
Cetera Investment Advisers31,300$3.62M0.01%-1,68713F-HRTimeline
UBS Group AGin group UBS Group AG31,297$3.62M<0.01%-11,01713F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT31,237$3.62M0.25%+39013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,310$1.77M<0.01%+54213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,225$1.42M<0.01%+89113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,014$1.04M<0.01%13F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB8,445$978K0.02%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC8,268$957K0.02%+17013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,220$836K<0.01%-83513F-HRTimeline
Bell Investment Advisors, Inc6,967$807K0.15%-8513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,940$804K<0.01%-56513F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,398$741K<0.01%-1,14313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,353$736K<0.01%+67913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,962$690K<0.01%-10,43013F-HRTimelineGroup
Wealthfront Advisers LLC5,962$690K<0.01%+13913F-HR/ATimeline
Laurel Wealth Planning LLC5,466$633K0.41%+15313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,248$607K<0.01%-14413F-HRTimelineGroup
CW Advisors, LLC4,649$538K0.01%-1,11913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,494$520K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,465$517K<0.01%-7413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,383$508K<0.01%+56913F-HR/ATimeline
National Philanthropic Trust4,210$488K0.01%new13F-HRTimeline
US FINANCIAL ADVISORS, LLC4,168$483K0.15%-313F-HRTimeline
Fingerlakes Wealth Management, Inc.4,124$478K0.39%-36013F-HRTimeline
Mendel Capital Management LLC4,036$467K0.28%-4413F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC4,008$464K0.01%-6513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,902$452K<0.01%+3,76413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,796$440K<0.01%-45813F-HR/ATimelineGroup
Mountain Capital Investment Advisors In…3,708$436K0.09%+613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,652$423K<0.01%-113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,470$402K<0.01%-1,72413F-HRTimeline
CERTUITY, LLC3,410$395K0.04%+1313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,350$388K<0.01%013F-HRTimeline
Aprio Wealth Management, LLC3,259$377K0.06%+1213F-HRTimeline
CWC Advisors, LLC.3,257$377K0.38%-4013F-HRTimeline
Mariner, LLCin group Mariner, LLC3,007$348K<0.01%-2,19613F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC3,000$347K0.02%013F-HRTimeline
ABOUND FINANCIAL, LLC2,697$312K0.16%13F-HRTimeline
PITTENGER & ANDERSON INC2,475$287K0.01%013F-HRTimeline
KilterHowling LLC2,343$286K0.16%-34213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,461$285K<0.01%-11613F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC2,417$280K0.05%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,393$277K0.03%-3513F-HRTimeline
PFG Investments, LLC2,360$273K0.02%+513F-HRTimeline
Integrated Wealth Concepts LLC2,305$267K<0.01%new13F-HRTimeline
Valmark Advisers, Inc.2,255$261K<0.01%-32513F-HRTimeline
HighTower Advisors, LLC2,200$255K<0.01%+313F-HRTimeline
Stephens Consulting, LLC2,042$236K0.06%+45013F-HRTimeline
MITCHELL SINKLER & STARR/PA1,990$230K0.06%013F-HRTimeline
Grove Bank & Trust1,886$218K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,848$214K<0.01%+27013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,841$213K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC1,687$195K0.07%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,618$187K<0.01%-4113F-HRTimelineGroup
HOWE & RUSLING INC1,562$181K0.02%013F-HRTimeline
PRIVATE TRUST CO NA1,146$133K0.01%-10013F-HRTimeline
Vermillion Wealth Management, Inc.971$112K0.06%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC881$102K0.03%+313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/700$81.1K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…678$78.5K<0.01%+313F-HRTimelineGroup
COMERICA BANK606$70.2K<0.01%+213F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC570$66K<0.01%+17013F-HRTimeline
MAI Capital Management551$63.8K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.548$63.7K0.01%+213F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd531$61.5K0.02%13F-HRTimelineGroup
Princeton Global Asset Management LLC520$60.2K0.01%+213F-HRTimeline
Aptus Capital Advisors, LLC509$58.9K<0.01%+3413F-HRTimeline
Bristlecone Advisors, LLC487$56.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC477$55.3K<0.01%+34313F-HRTimelineGroup
Security National Bank467$54.1K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…460$53.3K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC455$51.7K0.03%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…429$49.7K<0.01%+42013F-HRTimelineGroup
CWM, LLCin group CWM, LLC307$36K<0.01%013F-HRTimelineGroup
Compagnie Lombard Odier SCmA310$35.9K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…282$32.7K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC250$28.9K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources210$24.3K<0.01%013F-HRTimelineGroup
TD Capital Management LLC189$21.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.162$18.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC154$17.8K<0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…115$13.3K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.108$12.5K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.100$11.6K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC80$9.26K<0.01%13F-HRTimeline
Mattson Financial Services, LLC72$8.18K<0.01%-2213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC69$7.99K<0.01%-18913F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC59$6.83K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC47$5.44K<0.01%013F-HRTimeline
Global Retirement Partners, LLC36$4.17K<0.01%+713F-HRTimeline
Smithfield Trust Co24$3K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.18$2.08K<0.01%013F-HRTimeline
AE Wealth Management LLC17$1.97K<0.01%new13F-HRTimeline
Asset Dedication, LLC12$1.39K<0.01%013F-HRTimeline
Global Financial Private Client, LLC9$1.04K<0.01%013F-HRTimeline
Allworth Financial LP7$835<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$347<0.01%013F-HRTimelineGroup
Financial Life Planners2$232<0.01%13F-HRTimeline
Redwood Park Advisors LLC1$116<0.01%13F-HRTimeline
Farther Finance Advisors, LLC1$87<0.01%-1513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.