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Disclosery

SHE SPDR SERIES TRUST

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ST STR MSCI GEN (fund)

125 managers (126 13F filers) reported a position in SHE shares at 2025-12-31, 897,942 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
125
13F filers
126
New
15
Added
37
Reduced
37
Sold out
7
Shares held by filers
897,942

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC139,960$18.5M2.07%-39,87913F-HRTimelineGroup
LPL Financial LLC121,362$16M<0.01%+2,38313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY95,814$12.7M<0.01%-1,05613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/47,140$6.23M<0.01%-4,20713F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT45,072$5.95M0.37%-1,31213F-HRTimeline
Betterment LLC37,944$5.01M0.01%+27813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,531$4.96M<0.01%-22413F-HRTimelineGroup
Geneos Wealth Management Inc.33,081$4.37M0.11%+32,95513F-HRTimeline
Cetera Investment Advisers28,972$3.83M<0.01%-81313F-HRTimeline
National Philanthropic Trust24,340$3.21M0.03%+4,39313F-HRTimeline
UBS Group AGin group UBS Group AG21,418$2.83M<0.01%-40913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,985$1.58M<0.01%+4713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,866$1.57M<0.01%+15613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,667$1.54M<0.01%-49113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,861$1.43M<0.01%-34913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,247$1.35M<0.01%+18613F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,898$1.31M<0.01%+38413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding6,784$896K-2,597Timeline
Gradient Investments LLCin group Gradient Investments LLC6,707$886K0.01%+41913F-HRTimelineGroup
Bell Investment Advisors, Inc6,459$853K0.13%+1813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,204$819K<0.01%-14213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,203$819K<0.01%+1,09513F-HRTimelineGroup
Wealthfront Advisers LLC6,160$814K<0.01%-6813F-HRTimeline
Wilmington Savings Fund Society, FSB6,058$800K0.02%-3013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,842$772K<0.01%-8613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,508$745K<0.01%-1613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,142$683K<0.01%+1,48313F-HRTimelineGroup
Laurel Wealth Planning LLC4,711$622K0.34%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,631$612K<0.01%-1413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,540$600K<0.01%+42113F-HRTimelineGroup
South Shore Capital Advisors3,935$520K0.38%13F-HRTimeline
Fingerlakes Wealth Management, Inc.3,894$514K0.33%+1313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,863$510K<0.01%013F-HRTimeline
Mountain Capital Investment Advisors In…3,667$499K0.08%+4213F-HRTimeline
SEEDS INVESTOR LLC3,616$478K0.09%+45413F-HRTimeline
Dynamic Advisor Solutions LLC3,395$448K0.01%new13F-HRTimeline
CWC Advisors, LLC.3,258$430K0.21%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,223$426K<0.01%+1,38413F-HRTimelineGroup
Winter & Associates, Inc.3,208$424K0.39%13F-HRTimeline
Integrated Wealth Concepts LLC3,064$405K<0.01%-1,18013F-HRTimeline
Mariner, LLCin group Mariner, LLC3,007$397K<0.01%+413F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC3,000$396K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,967$392K<0.01%-21,85613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,818$372K<0.01%-99913F-HRTimelineGroup
CERTUITY, LLC2,816$372K0.02%-62413F-HRTimeline
Aprio Wealth Management, LLC2,809$371K0.02%+913F-HRTimeline
MITCHELL SINKLER & STARR/PA2,625$347K0.16%013F-HRTimeline
FMR LLCin group FMR LLC2,585$341K<0.01%-1313F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC2,500$330K<0.01%013F-HRTimeline
HighTower Advisors, LLC2,457$325K<0.01%+313F-HRTimeline
PITTENGER & ANDERSON INC2,430$321K0.01%-513F-HRTimeline
Valmark Advisers, Inc.2,332$308K<0.01%-2013F-HRTimeline
KilterHowling LLC2,106$278K0.14%-6613F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,101$278K0.02%+413F-HRTimeline
Clifford Group, LLC2,021$267K0.21%+3613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,014$266K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning1,998$264K<0.01%-1013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,896$250K<0.01%+113F-HRTimeline
ABOUND FINANCIAL, LLC1,888$249K0.1%-8013F-HR/ATimeline
Grove Bank & Trust1,886$249K0.03%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,812$239K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,777$235K<0.01%-50613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,742$230K<0.01%-9913F-HRTimelineGroup
Sowell Financial Services LLC1,717$227K0.01%-51413F-HRTimeline
White Lighthouse Investment Management …1,658$219K0.03%new13F-HRTimeline
Janney Montgomery Scott LLC1,628$215K<0.01%-7013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,608$212K0.05%new13F-HRTimeline
Baker Avenue Asset Management, LP1,578$208K<0.01%013F-HRTimeline
Sincerus Advisory, LLC1,574$208K0.17%+313F-HRTimeline
HOWE & RUSLING INC1,562$206K0.01%013F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.1,554$205K<0.01%new13F-HRTimelineGroup
Monument Group Wealth Advisors, LLC1,550$205K0.11%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,508$199K0.01%+64413F-HRTimeline
PRIVATE TRUST CO NA1,146$151K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,111$147K0.11%013F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,045$138K<0.01%+213F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC1,014$134K<0.01%-3313F-HRTimelineGroup
Vermillion Wealth Management, Inc.980$129K0.05%+213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC923$122K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.901$119K0.01%new13F-HRTimeline
Rossby Financial, LCC775$102K0.03%-213F-HRTimeline
MAI Capital Management772$102K<0.01%+10013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…724$95.6K<0.01%013F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/700$92.5K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…686$90.7K<0.01%+213F-HRTimelineGroup
COMERICA BANK614$81K<0.01%+313F-HRTimeline
Root Financial Partners, LLC587$77.5K<0.01%-7913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC570$75.3K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.555$73.2K<0.01%+213F-HRTimeline
Aptus Capital Advisors, LLC532$70.3K<0.01%-313F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd531$70.1K0.02%013F-HRTimelineGroup
Princeton Global Asset Management LLC527$69.5K0.01%+213F-HRTimeline
Godfrey Financial Associates, Inc.503$66.5K0.06%13F-HRTimeline
Clearstead Advisors, LLC437$57.7K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…434$57.3K<0.01%-913F-HRTimelineGroup
AlphaCore Capital LLC400$52.8K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.335$44.2K<0.01%+16613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…282$37.2K<0.01%013F-HRTimelineGroup
SHP Wealth Management231$30.5K<0.01%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…221$29.2K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources210$27.7K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC194$25.6K<0.01%new13F-HRTimeline
TD Capital Management LLC192$25.3K<0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.162$21.4K<0.01%-19513F-HRTimeline
Medallion Wealth Advisors, LLC160$21.1K0.01%+8013F-HRTimeline
Golden State Wealth Management, LLC145$19.2K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…115$15.2K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.100$13.2K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/100$13.2K<0.01%013F-HRTimelineGroup
RED REEF ADVISORS LLC79$10.5K0.01%13F-HRTimeline
Greykasell Wealth Strategies, Inc.35$4.62K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC30$3.94K<0.01%new13F-HRTimeline
Smithfield Trust Co24$3K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.18$2.38K<0.01%013F-HRTimeline
AE Wealth Management LLC17$2.25K<0.01%013F-HRTimeline
Global Retirement Partners, LLC17$2.25K<0.01%-513F-HRTimeline
Asset Dedication, LLC12$1.58K<0.01%013F-HRTimeline
Parallel Advisors, LLC10$1.41K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC10$1.32K<0.01%+113F-HRTimeline
CVA Family Office, LLC8$1.07K<0.01%013F-HRTimeline
Allworth Financial LP7$925<0.01%013F-HRTimeline
WHITTIER TRUST CO3$425<0.01%013F-HRTimeline
Triumph Capital Management2$264<0.01%new13F-HRTimeline
Redwood Park Advisors LLC1$133<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1$113<0.01%013F-HRTimeline