Who Owns SPDR SERIES TRUST (SHE)? -- Institutional Holders (2026-03-31)
138 institutions reported holding $122.4M of SPDR SERIES TRUST (SHE) in SEC 13F filings for 2026-03-31. Largest institutional holders: Rock Creek Group, LP ($17.9M), First Affirmative Financial Network ($14.0M), MORGAN STANLEY ($11.9M), LPL Financial LLC ($6.3M), BANK OF AMERICA CORP /DE/ ($5.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Rock Creek Group, LP | $17.9M | 139,960 | Hold |
| 2 | First Affirmative Financial Network | $14.0M | 109,662 | Added |
| 3 | MORGAN STANLEY | $11.9M | 93,220 | Trimmed |
| 4 | LPL Financial LLC | $6.3M | 48,979 | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $5.8M | 45,418 | Trimmed |
| 6 | ALBION FINANCIAL GROUP /UT | $5.7M | 44,692 | Trimmed |
| 7 | Betterment LLC | $5.0M | 39,173 | Added |
| 8 | JPMORGAN CHASE & CO | $4.7M | 37,503 | Trimmed |
| 9 | Geneos Wealth Management Inc. | $4.2M | 33,219 | Added |
| 10 | Cetera Investment Advisers | $3.7M | 28,652 | Trimmed |
| 11 | National Philanthropic Trust | $3.3M | 25,502 | Added |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 20,548 | Added |
| 13 | UBS Group AG | $2.4M | 19,059 | Trimmed |
| 14 | WELLS FARGO & COMPANY/MN | $1.6M | 12,336 | Added |
| 15 | Royal Bank of Canada | $1.6M | 12,322 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 12,064 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $1.4M | 11,132 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $1.3M | 10,023 | Added |
| 19 | OSAIC HOLDINGS, INC. | $1.3M | 9,814 | Trimmed |
| 20 | JONES FINANCIAL COMPANIES LLLP | $1.2M | 9,699 | Added |
| 21 | Bell Investment Advisors, Inc | $861,326 | 6,739 | Added |
| 22 | Gradient Investments LLC | $844,088 | 6,604 | Trimmed |
| 23 | Wealthfront Advisers LLC | $802,131 | 6,276 | Added |
| 24 | SEI INVESTMENTS CO | $793,570 | 6,209 | Added |
| 25 | BRYN MAWR TRUST Co | $776,186 | 6,073 | Added |
Source: SEC Form 13F filings · as of 2026-03-31