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Disclosery

SHE SPDR SERIES TRUST

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ST STR MSCI GEN (fund)

115 managers (116 13F filers) reported a position in SHE shares at 2025-09-30, 1,005,373 shares in all. 15 filers opened a position and 10 filers sold out during the quarter.

Managers
115
13F filers
116
New
15
Added
45
Reduced
25
Sold out
10
Shares held by filers
1,005,373

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC179,839$22.9M2.41%new13F-HRTimelineGroup
LPL Financial LLC118,979$15.2M<0.01%+3,91113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY96,870$12.3M<0.01%+1,34213F-HR/ATimelineGroup
First Affirmative Financial Network93,214$11.9M5.59%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/51,347$6.54M<0.01%-1,43813F-HR/ATimelineGroup
ALBION FINANCIAL GROUP /UT46,384$5.91M0.36%+10,95513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,755$4.81M<0.01%-3,19413F-HR/ATimelineGroup
Betterment LLC37,666$4.8M0.01%+34713F-HRTimeline
Cetera Investment Advisers29,785$3.8M<0.01%+39813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,823$3.16M<0.01%+13,71613F-HRTimelineGroup
UBS Group AGin group UBS Group AG21,827$2.78M<0.01%-1,36713F-HRTimelineGroup
National Philanthropic Trust19,947$2.54M0.03%+14313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,158$1.55M<0.01%-13813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,938$1.52M<0.01%-45313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,710$1.49M<0.01%-16213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,210$1.42M<0.01%+4,62313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,061$1.28M<0.01%-25313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding9,381$1.22M+2,618Timeline
Cambridge Investment Research Advisors,…9,514$1.21M<0.01%+2,01713F-HRTimeline
Bell Investment Advisors, Inc6,441$821K0.13%-22213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,346$809K<0.01%-15513F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC6,288$801K0.01%-2413F-HRTimelineGroup
Wealthfront Advisers LLC6,228$794K<0.01%+14513F-HRTimeline
Wilmington Savings Fund Society, FSB6,088$776K0.02%013F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,928$756K<0.01%-613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,524$710K<0.01%+24113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,108$647K<0.01%+58513F-HRTimelineGroup
Laurel Wealth Planning LLC4,711$600K0.32%-66013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,645$592K<0.01%+1,65013F-HRTimeline
Integrated Wealth Concepts LLC4,244$541K<0.01%+55113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,119$525K<0.01%+26713F-HRTimelineGroup
Mendel Capital Management LLC4,038$515K0.27%+113F-HRTimeline
Fingerlakes Wealth Management, Inc.3,881$495K0.32%+1113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,863$492K<0.01%-1513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,817$487K<0.01%+16613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,659$466K<0.01%-1,47313F-HRTimelineGroup
Mountain Capital Investment Advisors In…3,625$463K0.08%+8213F-HRTimeline
CERTUITY, LLC3,440$439K0.03%+1113F-HRTimeline
CWC Advisors, LLC.3,258$415K0.2%+113F-HRTimeline
SEEDS INVESTOR LLC3,162$403K0.09%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC3,003$383K<0.01%+313F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC3,000$382K0.02%013F-HRTimeline
Aprio Wealth Management, LLC2,800$357K0.04%+713F-HRTimeline
MITCHELL SINKLER & STARR/PA2,625$335K0.15%013F-HRTimeline
FMR LLCin group FMR LLC2,598$331K<0.01%+4613F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC2,500$319K<0.01%013F-HRTimeline
HighTower Advisors, LLC2,454$313K<0.01%+25213F-HRTimeline
PITTENGER & ANDERSON INC2,435$310K0.01%-4013F-HRTimeline
PFG Investments, LLC2,376$303K0.02%+513F-HRTimeline
Valmark Advisers, Inc.2,352$300K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,283$291K<0.01%-13813F-HRTimelineGroup
Sowell Financial Services LLC2,231$284K0.01%-19013F-HRTimeline
KilterHowling LLC2,172$277K0.15%+4613F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,097$267K0.02%-1113F-HRTimeline
Creative Planningin group Creative Planning2,008$256K<0.01%+4913F-HRTimelineGroup
Clifford Group, LLC1,985$253K0.2%+31013F-HRTimeline
ABOUND FINANCIAL, LLC1,968$251K0.1%+1013F-HRTimeline
BLAIR WILLIAM & CO/IL1,895$242K<0.01%+113F-HRTimeline
Grove Bank & Trust1,886$240K0.03%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,841$235K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,839$234K<0.01%-2,67013F-HRTimelineGroup
Janney Montgomery Scott LLC1,698$216K<0.01%new13F-HRTimeline
Baker Avenue Asset Management, LP1,578$201K<0.01%new13F-HRTimeline
Sincerus Advisory, LLC1,571$200K0.17%-1613F-HRTimeline
HOWE & RUSLING INC1,562$199K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,146$146K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,111$142K0.12%+4913F-HRTimeline
CWM, LLCin group CWM, LLC1,047$133K<0.01%-1,30513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,043$133K<0.01%-24613F-HRTimelineGroup
Vermillion Wealth Management, Inc.978$125K0.03%+313F-HRTimeline
CENTAURUS FINANCIAL, INC.864$110K0.01%013F-HRTimeline
Rossby Financial, LCC777$99.1K0.03%+62113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…724$92.3K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/700$89.2K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding684$87.2K-212Timeline
MAI Capital Management672$85.7K<0.01%+1513F-HRTimeline
Root Financial Partners, LLC666$84.9K0.01%new13F-HRTimeline
COMERICA BANK611$77.9K<0.01%+213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC570$72.7K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.553$70.4K<0.01%+513F-HRTimeline
Aptus Capital Advisors, LLC535$68.2K<0.01%+213F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd531$67.7K0.02%013F-HRTimelineGroup
Princeton Global Asset Management LLC525$66.9K0.01%+213F-HRTimeline
Steward Partners Investment Advisory, L…460$58.6K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…443$56.5K<0.01%+1413F-HRTimelineGroup
Clearstead Advisors, LLC437$55.7K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC406$51.8K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.357$45.5K<0.01%+19513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…282$35.9K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources210$26.8K<0.01%013F-HRTimelineGroup
TD Capital Management LLC191$24.4K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC172$21.9K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.169$21.5K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC145$18.5K<0.01%-3013F-HRTimeline
Geneos Wealth Management Inc.126$16.1K<0.01%+2613F-HRTimeline
Federation des caisses Desjardins du Qu…115$14.7K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.100$12.7K<0.01%-813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/100$12.7K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC80$10.2K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC69$8.79K<0.01%013F-HRTimelineGroup
AllSquare Wealth Management LLC47$5.99K<0.01%013F-HRTimeline
Smithfield Trust Co24$3K<0.01%013F-HRTimeline
Global Retirement Partners, LLC22$2.8K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.18$2.29K<0.01%013F-HRTimeline
AE Wealth Management LLC17$2.17K<0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich15$1.91K<0.01%new13F-HRTimeline
Asset Dedication, LLC12$1.53K<0.01%013F-HRTimeline
Parallel Advisors, LLC10$1.35K<0.01%-113F-HRTimeline
WOLFF WIESE MAGANA LLC9$1.15K<0.01%+413F-HRTimeline
CVA Family Office, LLC8$1.03K<0.01%013F-HRTimeline
Allworth Financial LP7$893<0.01%013F-HRTimeline
WHITTIER TRUST CO3$402<0.01%new13F-HRTimeline
Financial Life Planners2$259<0.01%new13F-HRTimeline
Redwood Park Advisors LLC1$128<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1$109<0.01%013F-HRTimeline