SPDR SERIES TRUST - SHE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Rock Creek Group, LP History Reduced 139,960 18,484 2.07% 2.41% 1 -39,879 -22.17% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 121,362 16,028 0.0% 0.0% 2 +2,383 2.0% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Reduced 95,814 12,654 0.0% 0.0% 3 -1,056 -1.09% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 47,140 6,225 0.0% 0.0% 4 -4,207 -8.19% Q4 2025 Feb 17, 2026
ALBION FINANCIAL GROUP /UT History Reduced 45,072 5,952 0.37% 0.36% 5 -1,312 -2.83% Q4 2025 Jan 21, 2026
Betterment LLC History Added to 37,944 5,011 0.01% 0.01% 6 +278 0.74% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Reduced 37,531 4,956 0.0% 0.0% 7 -224 -0.59% Q4 2025 Feb 11, 2026
Geneos Wealth Management Inc. History Added to 33,081 4,369 0.11% 0.0% 8 +32,955 26154.76% Q4 2025 Jan 28, 2026
Cetera Investment Advisers History Reduced 28,972 3,826 0.0% 0.0% 9 -813 -2.73% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 21,418 2,828 0.0% 0.0% 10 -409 -1.87% Q4 2025 Jan 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 11,985 1,582 0.0% 0.0% 11 +47 0.39% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Added to 11,866 1,567 0.0% 0.0% 12 +156 1.33% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 11,667 1,541 0.0% 13 +11,667 New Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 10,861 1,434 0.0% 0.0% 14 -349 -3.11% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 10,247 1,353 0.0% 0.0% 15 +186 1.85% Q4 2025 Feb 18, 2026
Cambridge Investment Research Advisors, Inc. History Added to 9,898 1,307 0.0% 0.0% 16 +384 4.04% Q4 2025 Feb 05, 2026
Gradient Investments LLC History Added to 6,707 885 0.01% 0.01% 17 +419 6.66% Q4 2025 Jan 08, 2026
Bell Investment Advisors, Inc History Added to 6,459 853 0.13% 0.13% 18 +18 0.28% Q4 2025 Feb 24, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 6,203 819 0.0% 0.0% 20 +1,095 21.44% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Reduced 6,204 819 0.0% 0.0% 19 -142 -2.24% Q4 2025 Feb 13, 2026
Wealthfront Advisers LLC History Reduced 6,160 813 0.0% 0.0% 21 -68 -1.09% Q4 2025 Jan 30, 2026
Wilmington Savings Fund Society, FSB History Reduced 6,058 800 0.02% 0.02% 22 -30 -0.49% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Reduced 5,842 771 0.0% 0.0% 23 -86 -1.45% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 5,508 745 0.0% 0.0% 24 -16 -0.29% Q4 2025 Jan 08, 2026
AMERIPRISE FINANCIAL INC History Added to 5,142 682 0.0% 0.0% 25 +1,483 40.53% Q4 2025 Feb 17, 2026
Laurel Wealth Planning LLC History No change 4,711 622 0.34% 0.32% 26 0 0.0% Q4 2025 Jan 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 4,631 611 0.0% 0.0% 27 -14 -0.3% Q4 2025 Feb 18, 2026
CITIGROUP INC History Added to 4,540 599 0.0% 0.0% 28 +421 10.22% Q4 2025 Feb 13, 2026
South Shore Capital Advisors History New 3,935 519 0.38% 29 +3,935 New Q4 2025 Jan 21, 2026
Fingerlakes Wealth Management, Inc. History Added to 3,894 514 0.33% 0.32% 30 +13 0.33% Q4 2025 Feb 05, 2026
CAPTRUST FINANCIAL ADVISORS History No change 3,863 510 0.0% 0.0% 31 0 0.0% Q4 2025 Feb 17, 2026
Mountain Capital Investment Advisors Inc. History Added to 3,667 498 0.08% 0.08% 32 +42 1.16% Q4 2025 Jan 28, 2026
SEEDS INVESTOR LLC History Added to 3,616 477 0.09% 0.09% 33 +454 14.36% Q4 2025 Jan 27, 2026
Focus Partners Wealth History Added to 3,540 467 0.0% 0.0% 34 +2 0.06% Q4 2025 Feb 13, 2026
Dynamic Advisor Solutions LLC History New 3,395 448 0.01% 35 +3,395 New Q4 2025 Jan 09, 2026
CWC Advisors, LLC. History No change 3,258 430 0.21% 0.2% 36 0 0.0% Q4 2025 Jan 26, 2026
Focus Partners Advisor Solutions, LLC History Reduced 3,244 428 0.01% 0.01% 37 -2,599 -44.48% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 3,223 425 0.0% 0.0% 38 +1,384 75.26% Q4 2025 Feb 10, 2026
Winter & Associates, Inc. History New 3,208 423 0.39% 39 +3,208 New Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Reduced 3,064 404 0.0% 0.0% 40 -1,180 -27.8% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 3,007 397 0.0% 0.0% 41 +4 0.13% Q4 2025 Feb 13, 2026
SIMON QUICK ADVISORS, LLC History No change 3,000 396 0.02% 0.02% 42 0 0.0% Q4 2025 Jan 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 2,967 391 0.0% 0.0% 43 -21,856 -88.05% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 2,818 372 0.0% 0.0% 44 -999 -26.17% Q4 2025 Feb 10, 2026
CERTUITY, LLC History Reduced 2,816 371 0.02% 0.03% 45 -624 -18.14% Q4 2025 Jan 30, 2026
Aprio Wealth Management, LLC History Added to 2,809 370 0.02% 0.04% 46 +9 0.32% Q4 2025 Jan 29, 2026
MITCHELL SINKLER & STARR/PA History No change 2,625 346 0.16% 0.15% 47 0 0.0% Q4 2025 Feb 11, 2026
FMR LLC History Reduced 2,585 341 0.0% 0.0% 48 -13 -0.5% Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 2,500 330 0.0% 0.0% 49 0 0.0% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 2,457 324 0.0% 0.0% 50 +3 0.12% Q4 2025 Feb 06, 2026
PITTENGER & ANDERSON INC History Reduced 2,430 320 0.01% 0.01% 51 -5 -0.21% Q4 2025 Feb 02, 2026
Valmark Advisers, Inc. History Reduced 2,332 307 0.0% 0.0% 52 -20 -0.85% Q4 2025 Jan 26, 2026
KilterHowling LLC History Reduced 2,106 278 0.14% 0.15% 53 -66 -3.04% Q4 2025 Feb 13, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 2,101 277 0.02% 0.02% 54 +4 0.19% Q4 2025 Jan 27, 2026
Clifford Group, LLC History Added to 2,021 266 0.21% 0.2% 55 +36 1.81% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History New 2,014 265 0.0% 56 +2,014 New Q4 2025 Feb 02, 2026
Creative Planning History Reduced 1,998 263 0.0% 0.0% 57 -10 -0.5% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Added to 1,896 250 0.0% 0.0% 58 +1 0.05% Q4 2025 Feb 17, 2026
ABOUND FINANCIAL, LLC History Reduced 1,888 249 0.1% 0.1% 60 -80 -4.07% Q4 2025 Feb 17, 2026
Grove Bank & Trust History No change 1,886 249 0.03% 0.03% 59 0 0.0% Q4 2025 Jan 08, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 1,812 239 0.0% 61 +1,812 New Q4 2025 Feb 05, 2026
ASSETMARK, INC History Reduced 1,777 234 0.0% 0.0% 62 -506 -22.16% Q4 2025 Jan 23, 2026
Pathstone Holdings, LLC History New 1,742 230 0.0% 63 +1,742 New Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History Reduced 1,717 226 0.01% 0.01% 64 -514 -23.04% Q4 2025 Jan 21, 2026
White Lighthouse Investment Management Inc. History New 1,658 218 0.03% 65 +1,658 New Q4 2025 Feb 09, 2026
Janney Montgomery Scott LLC History Reduced 1,628 215 0.0% 0.0% 66 -70 -4.12% Q4 2025 Feb 11, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History New 1,608 212 0.05% 67 +1,608 New Q4 2025 Jan 09, 2026
Baker Avenue Asset Management, LP History No change 1,578 208 0.0% 0.0% 68 0 0.0% Q4 2025 Feb 10, 2026
Sincerus Advisory, LLC History Added to 1,574 207 0.17% 0.17% 69 +3 0.19% Q4 2025 Jan 08, 2026
HOWE & RUSLING INC History No change 1,562 206 0.01% 0.01% 70 0 0.0% Q4 2025 Feb 17, 2026
MENORA MIVTACHIM HOLDINGS LTD. History New 1,554 205 0.0% 71 +1,554 New Q4 2025 Feb 12, 2026
Monument Group Wealth Advisors, LLC History New 1,550 204 0.11% 72 +1,550 New Q4 2025 Jan 15, 2026
CENTAURUS FINANCIAL, INC. History Added to 1,508 199 0.01% 0.01% 73 +644 74.54% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History No change 1,146 151 0.01% 0.01% 74 0 0.0% Q4 2025 Jan 26, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 1,111 146 0.11% 0.11% 75 0 0.0% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,045 138 0.0% 0.0% 76 +2 0.19% Q4 2025 Feb 10, 2026
CWM, LLC History Reduced 1,014 134 0.0% 0.0% 77 -33 -3.15% Q4 2025 Jan 26, 2026
Vermillion Wealth Management, Inc. History Added to 980 129 0.05% 0.03% 78 +2 0.2% Q4 2025 Feb 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 923 122 0.01% 79 +923 New Q4 2025 Jan 21, 2026
Rossby Financial, LCC History Reduced 775 102 0.03% 0.03% 80 -2 -0.26% Q4 2025 Feb 12, 2026
MAI Capital Management History Added to 772 101 0.0% 0.0% 81 +100 14.88% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History No change 724 95 0.0% 0.0% 82 0 0.0% Q4 2025 Mar 16, 2026
BANK OF MONTREAL /CAN/ History No change 700 92 0.0% 0.0% 83 0 0.0% Q4 2025 Feb 12, 2026
Ameritas Investment Partners, Inc. History Added to 686 90 0.0% 0.0% 84 +2 0.29% Q4 2025 Feb 11, 2026
COMERICA BANK History Added to 614 81 0.0% 0.0% 85 +3 0.49% Q4 2025 Jan 29, 2026
Root Financial Partners, LLC History Reduced 587 77 0.0% 0.01% 86 -79 -11.86% Q4 2025 Feb 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 570 75 0.0% 0.0% 87 0 0.0% Q4 2025 Jan 22, 2026
Sunbelt Securities, Inc. History Added to 555 73 0.0% 0.0% 88 +2 0.36% Q4 2025 Feb 20, 2026
Aptus Capital Advisors, LLC History Reduced 532 70 0.0% 0.0% 89 -3 -0.56% Q4 2025 Feb 13, 2026
Evelyn Partners Asset Management Ltd History No change 531 70 0.02% 0.02% 90 0 0.0% Q4 2025 Feb 13, 2026
Princeton Global Asset Management LLC History Added to 527 69 0.01% 0.01% 91 +2 0.38% Q4 2025 Jan 20, 2026
Godfrey Financial Associates, Inc. History New 503 66 0.06% 92 +503 New Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History Reduced 434 57 0.0% 0.0% 94 -9 -2.03% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History No change 437 57 0.0% 0.0% 93 0 0.0% Q4 2025 Feb 09, 2026
AlphaCore Capital LLC History New 400 52 0.0% 95 +400 New Q4 2025 Feb 05, 2026
Optiver Holding B.V. History Added to 335 44 0.0% 0.0% 96 +166 98.22% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 282 37 0.0% 0.0% 97 0 0.0% Q4 2025 Feb 06, 2026
SHP Wealth Management History New 231 30 0.0% 98 +231 New Q4 2025 Mar 04, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 221 29 0.0% 99 +221 New Q4 2025 Feb 03, 2026
FRANKLIN RESOURCES INC History No change 210 27 0.0% 0.0% 100 0 0.0% Q4 2025 Feb 11, 2026
SageView Advisory Group, LLC History New 194 25 0.0% 102 +194 New Q4 2025 Feb 17, 2026
TD Capital Management LLC History Added to 192 25 0.0% 0.0% 101 +1 0.52% Q4 2025 Feb 26, 2026
HARBOUR INVESTMENTS, INC. History Reduced 162 21 0.0% 0.0% 103 -195 -54.62% Q4 2025 Feb 09, 2026
Golden State Wealth Management, LLC History No change 145 19 0.0% 0.0% 104 0 0.0% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History No change 115 15 0.0% 0.0% 105 0 0.0% Q4 2025 Feb 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 100 13 0.0% 0.0% 106 0 0.0% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History No change 100 13 0.0% 0.0% 107 0 0.0% Q4 2025 Feb 03, 2026
Greykasell Wealth Strategies, Inc. History New 35 4 0.0% 108 +35 New Q4 2025 Feb 11, 2026
Lodestone Wealth Management LLC History New 30 3 0.0% 110 +30 New Q4 2025 Jan 15, 2026
Smithfield Trust Co History No change 24 3 0.0% 0.0% 109 0 0.0% Q4 2025 Feb 09, 2026
Global Retirement Partners, LLC History Reduced 17 2 0.0% 0.0% 113 -5 -22.73% Q4 2025 Feb 06, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 18 2 0.0% 0.0% 111 0 0.0% Q4 2025 Jan 30, 2026
AE Wealth Management LLC History No change 17 2 0.0% 0.0% 112 0 0.0% Q4 2025 Jan 26, 2026
WOLFF WIESE MAGANA LLC History Added to 10 1 0.0% 0.0% 117 +1 11.11% Q4 2025 Jan 14, 2026
Asset Dedication, LLC History No change 12 1 0.0% 0.0% 114 0 0.0% Q4 2025 Jan 26, 2026
Parallel Advisors, LLC History No change 10 1 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 11, 2026
CVA Family Office, LLC History No change 8 1 0.0% 0.0% 116 0 0.0% Q4 2025 Jan 12, 2026
PFG Investments, LLC History Closed out 0 0 0.02% -2,376 -100.0% Q3 2025 Oct 31, 2025
Steward Partners Investment Advisory, LLC History Closed out 0 0 0.0% -460 -100.0% Q3 2025 Nov 12, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -406 -100.0% Q3 2025 Nov 14, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.0% -172 -100.0% Q3 2025 Nov 03, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -69 -100.0% Q3 2025 Nov 12, 2025
AllSquare Wealth Management LLC History Closed out 0 0 0.0% -47 -100.0% Q3 2025 Jan 12, 2026
Bank Julius Baer & Co. Ltd, Zurich History Closed out 0 0 0.0% -15 -100.0% Q3 2025 Nov 13, 2025
Allworth Financial LP History New 7 0 +7 New Q4 2025 Feb 05, 2026
Triumph Capital Management History New 2 0 +2 New Q4 2025 Feb 12, 2026
Financial Life Planners History Closed out 0 0 -2 -100.0% Q3 2025 Nov 13, 2025
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q4 2025 Feb 09, 2026
WHITTIER TRUST CO History No change 3 0 0 0.0% Q4 2025 Jan 26, 2026
Farther Finance Advisors, LLC History No change 1 0 0 0.0% Q4 2025 Jan 23, 2026
Redwood Park Advisors LLC History No change 1 0 0 0.0% Q4 2025 Feb 17, 2026