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Disclosery

SHE SPDR SERIES TRUST

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ST STR MSCI GEN (fund)

109 managers (109 13F filers) reported a position in SHE shares at 2025-03-31, 722,044 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
109
13F filers
109
New
7
Added
40
Reduced
24
Sold out
5
Shares held by filers
722,044

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC108,773$12.4M<0.01%+4,05813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY97,154$11.1M<0.01%+3,44413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/46,441$5.3M<0.01%+3,08213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO40,979$4.68M<0.01%+12113F-HRTimelineGroup
Betterment LLC36,763$4.2M0.01%+32213F-HRTimeline
BLAIR WILLIAM & CO/IL35,489$4.05M0.01%+113F-HRTimeline
ALBION FINANCIAL GROUP /UT35,290$4.03M0.28%+4,05313F-HRTimeline
Cetera Investment Advisers29,385$3.35M0.01%-1,91513F-HRTimeline
UBS Group AGin group UBS Group AG25,952$2.96M<0.01%-5,34513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,529$1.66M<0.01%-78113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,564$1.55M<0.01%+1,33913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,620$1.1M<0.01%+5,12613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,065$1.03M<0.01%+1,84513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,824$1.01M<0.01%-19013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,045$919K<0.01%+4,24913F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,013$915K<0.01%+7,70613F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC7,835$894K0.02%-43313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,292$832K<0.01%+1,33013F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,894$787K<0.01%+49613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,764$772K<0.01%+41113F-HR/ATimelineGroup
Bell Investment Advisors, Inc6,636$757K0.14%-33113F-HRTimeline
Wilmington Savings Fund Society, FSB6,092$695K0.01%-2,35313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,083$694K<0.01%-85713F-HRTimelineGroup
Wealthfront Advisers LLC5,934$677K<0.01%-2813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,302$605K<0.01%+91913F-HRTimeline
Laurel Wealth Planning LLC5,252$599K0.4%-21413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,640$530K<0.01%+17513F-HRTimelineGroup
CW Advisors, LLC4,422$505K0.01%-22713F-HRTimeline
US FINANCIAL ADVISORS, LLC4,363$498K0.15%+19513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,883$481K<0.01%-1,36513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,129$468K<0.01%+2,28113F-HR/ATimelineGroup
National Philanthropic Trust4,058$463K0.01%-15213F-HRTimeline
Mendel Capital Management LLC4,037$461K0.28%+113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,924$448K<0.01%+2213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,878$443K<0.01%new13F-HRTimeline
Fingerlakes Wealth Management, Inc.3,873$442K0.38%-25113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,652$417K<0.01%013F-HRTimelineGroup
Mountain Capital Investment Advisors In…3,645$408K0.09%-6313F-HRTimeline
CERTUITY, LLC3,418$390K0.04%+813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,416$390K<0.01%new13F-HR/ATimelineGroup
CWC Advisors, LLC.3,265$373K0.21%+813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,100$354K<0.01%-25013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,058$349K<0.01%-41213F-HRTimeline
Integrated Wealth Concepts LLC3,047$348K<0.01%+74213F-HRTimeline
SIMON QUICK ADVISORS, LLC3,000$342K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC2,997$342K<0.01%-1013F-HRTimelineGroup
Aprio Wealth Management, LLC2,969$339K0.04%-29013F-HRTimeline
MITCHELL SINKLER & STARR/PA2,625$300K0.08%+63513F-HRTimeline
Sowell Financial Services LLC2,593$296K0.01%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth2,477$283K<0.01%new13F-HRTimelineGroup
PITTENGER & ANDERSON INC2,475$282K0.01%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC2,417$276K0.05%013F-HRTimeline
PFG Investments, LLC2,366$270K0.02%+613F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,301$263K0.03%-9213F-HRTimeline
ABOUND FINANCIAL, LLC2,266$259K0.13%-43113F-HRTimeline
Valmark Advisers, Inc.2,255$257K<0.01%013F-HRTimeline
HighTower Advisors, LLC2,202$251K<0.01%+213F-HRTimeline
KilterHowling LLC2,119$246K0.16%-22413F-HRTimeline
Stephens Consulting, LLC2,042$233K0.06%013F-HRTimeline
Creative Planningin group Creative Planning1,954$223K<0.01%new13F-HRTimelineGroup
Grove Bank & Trust1,886$215K0.03%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,841$210K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC1,687$193K0.06%013F-HRTimeline
HOWE & RUSLING INC1,562$178K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,416$162K<0.01%-20213F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…1,263$144K0.14%13F-HRTimeline
PRIVATE TRUST CO NA1,146$131K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,054$120K<0.01%+57713F-HRTimelineGroup
Vermillion Wealth Management, Inc.973$111K0.03%+213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC883$101K0.03%+213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/700$79.9K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…680$77.6K<0.01%+213F-HRTimelineGroup
COMERICA BANK607$69.3K<0.01%+113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC570$65.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.549$62.7K0.01%+113F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd531$60.6K0.02%013F-HR/ATimelineGroup
Aptus Capital Advisors, LLC522$59.5K<0.01%+1313F-HRTimeline
Princeton Global Asset Management LLC521$59.5K0.01%+113F-HRTimeline
Bristlecone Advisors, LLC487$55.6K<0.01%013F-HRTimeline
MAI Capital Management460$52.5K<0.01%-9113F-HRTimeline
Steward Partners Investment Advisory, L…460$52.5K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC458$52.3K0.03%+313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…429$49K<0.01%013F-HRTimelineGroup
Compagnie Lombard Odier SCmA310$35.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…282$32.2K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC250$28.5K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources210$24K<0.01%013F-HRTimelineGroup
TD Capital Management LLC190$21.7K<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC175$20K<0.01%+2113F-HR/ATimeline
HARBOUR INVESTMENTS, INC.162$18.5K<0.01%013F-HRTimeline
Rossby Financial, LCC156$17.5K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…115$13.1K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.108$12.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.100$11.4K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC80$9.13K<0.01%013F-HRTimeline
Mattson Financial Services, LLC77$8.79K<0.01%+513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC69$7.99K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC59$6.73K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC47$5.36K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC39$4.45K<0.01%new13F-HRTimeline
Smithfield Trust Co24$3K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.18$2.05K<0.01%013F-HRTimeline
AE Wealth Management LLC17$1.94K<0.01%013F-HRTimeline
Asset Dedication, LLC12$1.37K<0.01%013F-HRTimeline
Allworth Financial LP12$1.34K<0.01%+513F-HRTimeline
Global Financial Private Client, LLC9$1.03K<0.01%013F-HRTimeline
Redwood Park Advisors LLC1$115<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1$86<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.