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Disclosery

SHE SPDR SERIES TRUST

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ST STR MSCI GEN (fund)

111 managers (113 13F filers) reported a position in SHE shares at 2025-06-30, 704,685 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
111
13F filers
113
New
12
Added
33
Reduced
30
Sold out
8
Shares held by filers
704,685

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC115,068$14.4M<0.01%+6,29513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY95,528$11.9M<0.01%-1,62613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/52,785$6.59M<0.01%+6,34413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO40,949$5.11M<0.01%-3013F-HRTimelineGroup
Betterment LLC37,319$4.66M0.01%+55613F-HRTimeline
ALBION FINANCIAL GROUP /UT35,429$4.42M0.29%+13913F-HRTimeline
Cetera Investment Advisers29,387$3.67M0.01%+213F-HRTimeline
UBS Group AGin group UBS Group AG23,194$2.9M<0.01%-2,75813F-HRTimelineGroup
National Philanthropic Trust19,804$2.47M0.03%+15,74613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,391$1.55M<0.01%+3,32613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,296$1.53M<0.01%-2,23313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,872$1.48M<0.01%-1,69213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,107$1.39M<0.01%+3,81513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,314$1.29M<0.01%+1,49013F-HRTimelineGroup
Cambridge Investment Research Advisors,…7,497$936K<0.01%+60313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding6,763$844K+4,286Timeline
Bell Investment Advisors, Inc6,663$832K0.14%+2713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,587$822K<0.01%-1,45813F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,501$811K<0.01%-26313F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC6,312$788K0.01%-1,52313F-HRTimelineGroup
Wilmington Savings Fund Society, FSB6,088$760K0.01%-413F-HRTimeline
Wealthfront Advisers LLC6,083$759K<0.01%+14913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,934$741K<0.01%-14913F-HRTimelineGroup
Laurel Wealth Planning LLC5,371$670K0.38%+11913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,283$666K<0.01%-1913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,132$640K<0.01%+1,24913F-HRTimelineGroup
CW Advisors, LLC5,049$630K0.01%+62713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,509$563K<0.01%-13113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,523$560K<0.01%+39413F-HRTimelineGroup
Mendel Capital Management LLC4,037$504K0.29%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,878$484K<0.01%013F-HRTimeline
Fingerlakes Wealth Management, Inc.3,870$483K0.36%-313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,852$481K<0.01%-7213F-HRTimelineGroup
Integrated Wealth Concepts LLC3,693$461K<0.01%+64613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,651$456K<0.01%-113F-HRTimelineGroup
Mountain Capital Investment Advisors In…3,543$443K0.09%-10213F-HRTimeline
CERTUITY, LLC3,429$428K0.04%+1113F-HRTimeline
CWC Advisors, LLC.3,257$407K0.21%-813F-HRTimeline
Mariner, LLCin group Mariner, LLC3,000$374K<0.01%+313F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC3,000$374K0.02%013F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV2,995$374K<0.01%-6313F-HRTimeline
Aprio Wealth Management, LLC2,793$349K0.04%-17613F-HRTimeline
MITCHELL SINKLER & STARR/PA2,625$328K0.16%013F-HRTimeline
FMR LLCin group FMR LLC2,552$319K<0.01%+1,49813F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC2,500$312K<0.01%-60013F-HRTimeline
PITTENGER & ANDERSON INC2,475$309K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,421$302K<0.01%new13F-HRTimelineGroup
Sowell Financial Services LLC2,421$302K0.01%-17213F-HRTimeline
PFG Investments, LLC2,371$296K0.02%+513F-HRTimeline
CWM, LLCin group CWM, LLC2,352$294K<0.01%-5,66113F-HRTimelineGroup
Valmark Advisers, Inc.2,352$294K<0.01%+9713F-HRTimeline
HighTower Advisors, LLC2,202$275K<0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,180$272K<0.01%new13F-HR/ATimelineGroup
KilterHowling LLC2,126$265K0.16%+713F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,108$263K0.02%-19313F-HRTimeline
Creative Planningin group Creative Planning1,959$245K<0.01%+513F-HRTimelineGroup
ABOUND FINANCIAL, LLC1,958$244K0.11%-30813F-HRTimeline
BLAIR WILLIAM & CO/IL1,894$236K<0.01%-33,59513F-HRTimeline
Grove Bank & Trust1,886$235K0.03%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,841$230K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC1,687$210K0.06%013F-HRTimeline
Clifford Group, LLC1,675$209K0.17%new13F-HRTimeline
Sincerus Advisory, LLC1,587$201K0.19%new13F-HRTimeline
HOWE & RUSLING INC1,562$195K0.01%013F-HRTimeline
Stephens Consulting, LLC1,542$192K0.05%-50013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,289$161K<0.01%-12713F-HRTimelineGroup
PRIVATE TRUST CO NA1,146$143K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,062$133K0.16%-20113F-HR/ATimeline
Vermillion Wealth Management, Inc.975$122K0.06%+213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding896$112K+216Timeline
ATTICUS WEALTH MANAGEMENT, LLC886$111K0.03%+313F-HRTimeline
CENTAURUS FINANCIAL, INC.864$108K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/700$87.4K<0.01%013F-HRTimelineGroup
MAI Capital Management657$82K<0.01%+19713F-HRTimeline
COMERICA BANK609$76.1K<0.01%+213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC570$71.1K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC533$66.6K<0.01%+1113F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd531$66.3K0.02%013F-HR/ATimelineGroup
Princeton Global Asset Management LLC523$65.3K0.01%+213F-HRTimeline
Sunbelt Securities, Inc.548$63.4K0.01%-113F-HRTimeline
Bristlecone Advisors, LLC487$60.8K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…460$57.4K<0.01%013F-HRTimeline
Berkshire Money Management, Inc.456$56.9K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…429$53.5K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…282$35.2K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources210$26.2K<0.01%013F-HRTimelineGroup
TD Capital Management LLC191$23.8K<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC175$21.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.162$20.2K<0.01%013F-HRTimeline
Rossby Financial, LCC156$19.5K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…115$14.4K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.108$13.5K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.100$12.5K<0.01%013F-HRTimeline
Glenmede Investment Management, LP92$11.5K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC80$10K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC80$9.9K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC69$8.61K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC59$7.36K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC47$5.87K<0.01%013F-HRTimeline
Smithfield Trust Co24$3K<0.01%013F-HRTimeline
Global Retirement Partners, LLC22$2.75K<0.01%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.18$2.25K<0.01%013F-HRTimeline
AE Wealth Management LLC17$2.12K<0.01%013F-HRTimeline
Asset Dedication, LLC12$1.5K<0.01%013F-HRTimeline
Parallel Advisors, LLC11$1.32K<0.01%new13F-HRTimeline
CVA Family Office, LLC8$1K<0.01%new13F-HRTimeline
Allworth Financial LP7$874<0.01%-513F-HRTimeline
WOLFF WIESE MAGANA LLC5$625<0.01%new13F-HRTimeline
Redwood Park Advisors LLC1$125<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1$107<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.