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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 2026-03-31, 956,991 shares in all. 10 filers opened a position and 11 filers sold out during the quarter.

Managers
125
13F filers
126
New
10
Added
46
Reduced
33
Sold out
11
Shares held by filers
956,991

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Rock Creek Group LLCin group Rock Creek Group LLC139,960$17.9M1.81%013F-HRTimelineGroup
First Affirmative Financial Network109,662$14M5.44%13F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY93,220$11.9M<0.01%-2,59413F-HRTimelineGroup
LPL Financial LLC48,979$6.26M<0.01%-72,38313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/45,418$5.8M<0.01%-1,72213F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT44,692$5.71M0.37%-38013F-HRTimeline
Betterment LLC39,173$5.01M0.01%+1,22913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,503$4.68M<0.01%-2813F-HR/ATimelineGroup
Geneos Wealth Management Inc.33,219$4.25M0.1%+13813F-HRTimeline
Cetera Investment Advisers28,652$3.66M<0.01%-32013F-HRTimeline
National Philanthropic Trust25,502$3.26M0.03%+1,16213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,548$2.63M<0.01%+17,58113F-HRTimelineGroup
UBS Group AGin group UBS Group AG19,059$2.44M<0.01%-2,35913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,336$1.58M<0.01%+47013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,322$1.57M<0.01%+65513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,064$1.54M<0.01%+7913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,132$1.42M<0.01%+88513F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,023$1.28M<0.01%+12513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,814$1.25M<0.01%-1,04713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,699$1.22M<0.01%+3,49613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding6,917$884K+133Timeline
Bell Investment Advisors, Inc6,739$861K0.13%+28013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC6,604$844K0.01%-10313F-HRTimelineGroup
Wealthfront Advisers LLC6,276$802K<0.01%+11613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,209$794K<0.01%+513F-HRTimelineGroup
Wilmington Savings Fund Society, FSB6,073$776K0.02%+1513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,837$746K<0.01%-513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC4,969$635K<0.01%+42913F-HRTimelineGroup
SEEDS INVESTOR LLC4,265$581K0.08%+64913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,414$571K<0.01%-1,09413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,390$561K<0.01%-24113F-HRTimeline
Laurel Wealth Planning LLC4,221$539K0.28%-49013F-HRTimeline
Napier Financial, LLC4,166$532K0.12%new13F-HRTimeline
Integrated Wealth Concepts LLC4,054$518K<0.01%+99013F-HRTimeline
South Shore Capital Advisors3,973$508K0.37%+3813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,929$502K<0.01%+6613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,558$497K<0.01%-1,58413F-HR/ATimelineGroup
Fingerlakes Wealth Management, Inc.3,843$491K0.33%-5113F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,595$459K0.01%+2,90913F-HRTimelineGroup
Dynamic Advisor Solutions LLC3,575$457K0.01%+18013F-HRTimeline
CWC Advisors, LLC.3,259$417K0.2%+113F-HRTimeline
Winter & Associates, Inc.3,165$412K0.36%-4313F-HRTimeline
Mendel Capital Management LLC3,202$409K0.21%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,018$386K<0.01%+20013F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC3,000$383K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC2,892$370K<0.01%-11513F-HRTimelineGroup
CERTUITY, LLC2,824$361K0.02%+813F-HRTimeline
Aprio Wealth Management, LLC2,797$358K0.02%-1213F-HRTimeline
Mountain Capital Investment Advisors In…2,519$357K0.05%-1,14813F-HRTimeline
MITCHELL SINKLER & STARR/PA2,625$335K0.15%013F-HRTimeline
HighTower Advisors, LLC2,609$334K<0.01%+15213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,598$332K<0.01%+78613F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC2,500$320K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,469$316K<0.01%-11613F-HRTimelineGroup
PITTENGER & ANDERSON INC2,430$311K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,422$310K<0.01%-80113F-HRTimelineGroup
KilterHowling LLC2,329$298K0.15%+22313F-HRTimeline
Valmark Advisers, Inc.2,292$293K<0.01%-4013F-HRTimeline
Creative Planningin group Creative Planning2,258$289K<0.01%+26013F-HRTimelineGroup
Clifford Group, LLC2,240$286K0.22%+21913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,157$276K<0.01%+14313F-HRTimelineGroup
Janney Montgomery Scott LLC2,128$272K<0.01%+50013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,076$265K0.02%-2513F-HRTimeline
BLAIR WILLIAM & CO/IL1,908$244K<0.01%+1213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,904$243K<0.01%new13F-HRTimelineGroup
Grove Bank & Trust1,886$241K0.03%013F-HRTimeline
ABOUND FINANCIAL, LLC1,780$227K0.1%-10813F-HRTimeline
Sincerus Advisory, LLC1,724$220K0.17%+15013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,665$213K<0.01%-11213F-HRTimelineGroup
Sowell Financial Services LLC1,664$213K0.01%-5313F-HRTimeline
White Lighthouse Investment Management …1,660$212K0.03%+213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,592$203K<0.01%-15013F-HRTimelineGroup
Baker Avenue Asset Management, LP1,578$202K<0.01%013F-HRTimeline
HOWE & RUSLING INC1,562$200K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,146$146K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,112$142K0.1%+113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,047$134K<0.01%+213F-HRTimelineGroup
Vermillion Wealth Management, Inc.982$126K0.05%+213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC795$114K<0.01%+22513F-HRTimeline
Midway Capital Research & Management865$111K0.1%new13F-HRTimeline
Rossby Financial, LCC847$109K0.02%+7213F-HRTimeline
MAI Capital Management772$98.7K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…724$92.5K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/700$89.5K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…615$78.6K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC587$75K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC560$71.6K<0.01%+2813F-HRTimeline
Sunbelt Securities, Inc.556$71.1K<0.01%+113F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd531$67.9K0.02%013F-HRTimelineGroup
Princeton Global Asset Management LLC528$67.5K0.01%+113F-HRTimeline
CWM, LLCin group CWM, LLC497$63.5K<0.01%-51713F-HRTimelineGroup
Godfrey Financial Associates, Inc.490$62.7K0.05%-1313F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC474$60.5K0.03%new13F-HRTimeline
Clearstead Advisors, LLC437$55.9K<0.01%013F-HRTimeline
AlphaCore Capital LLC400$51.1K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…383$49K<0.01%-5113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…290$37.1K<0.01%+813F-HRTimelineGroup
SHP Wealth Management231$29.5K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…221$28.5K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC193$24.7K<0.01%13F-HRTimelineGroup
TD Capital Management LLC192$24.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.162$20.7K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC160$20.4K0.01%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.149$19K0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…120$15.3K<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources118$15.1K<0.01%-9213F-HRTimelineGroup
Golden State Wealth Management, LLC118$15.1K<0.01%-2713F-HRTimeline
Federation des caisses Desjardins du Qu…115$14.7K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/100$12.8K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.100$12.8K<0.01%013F-HRTimeline
Allworth Financial LP85$10.9K<0.01%+7813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC59$7.54K<0.01%new13F-HRTimeline
Arax Advisory Partners53$6.72K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.35$4.47K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC30$3.82K<0.01%013F-HR/ATimeline
Smithfield Trust Co24$3K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.18$2.3K<0.01%013F-HRTimeline
CVA Family Office, LLC16$2.06K<0.01%+813F-HRTimeline
Asset Dedication, LLC12$1.53K<0.01%013F-HRTimeline
Parallel Advisors, LLC10$1.36K<0.01%013F-HR/ATimeline
WOLFF WIESE MAGANA LLC10$1.28K<0.01%013F-HRTimeline
Financial Life Planners2$261<0.01%new13F-HRTimeline
Triumph Capital Management2$256<0.01%013F-HRTimeline
Redwood Park Advisors LLC1$128<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1$111<0.01%013F-HRTimeline