SS SPDR MSCI U GEND DIV ETF SHE
$153.55
+0.2% 52w: $118.93 – $157.96
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data118.93138.45157.96
Jun 20, 2025 Jul 2, 2026
Institutional holders
126
+0 QoQ
13F value
$122.3M
+3.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns SHE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Rock Creek Group LLC | Wealth advisor | 140.0K | $17.9M | 1.8% | Held |
| First Affirmative Financial Network | Other | 109.7K | $14.0M | 5.4% | — |
| MORGAN STANLEY | Bank broker | 93.2K | $11.9M | 0.0% | -2.7% |
| LPL Financial LLC | Bank broker | 49.0K | $6.3M | 0.0% | -59.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 45.4K | $5.8M | 0.0% | -3.7% |
| ALBION FINANCIAL GROUP /UT | Other | 44.7K | $5.7M | 0.4% | -0.8% |
| Betterment LLC | Wealth advisor | 39.2K | $5.0M | 0.0% | +3.2% |
| JPMORGAN CHASE & CO | Bank broker | 37.5K | $4.7M | 0.0% | -0.1% |
| Geneos Wealth Management Inc. | Wealth advisor | 33.2K | $4.2M | 0.1% | +0.4% |
| Cetera Investment Advisers | Wealth advisor | 28.7K | $3.7M | 0.0% | -1.1% |
| National Philanthropic Trust | Other | 25.5K | $3.3M | 0.0% | +4.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 20.5K | $2.6M | 0.0% | +592.6% |
| UBS Group AG | Bank broker | 19.1K | $2.4M | 0.0% | -11.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 12.3K | $1.6M | 0.0% | +4.0% |
| ROYAL BANK OF CANADA | Bank broker | 12.3K | $1.6M | 0.0% | +5.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 12.1K | $1.5M | 0.0% | +0.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 11.1K | $1.4M | 0.0% | +8.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 10.0K | $1.3M | 0.0% | +1.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 9.8K | $1.3M | 0.0% | -9.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 9.7K | $1.2M | 0.0% | +56.4% |
| Bell Investment Advisors, Inc | Wealth advisor | 6.7K | $861K | 0.1% | +4.3% |
| Gradient Investments LLC | Wealth advisor | 6.6K | $844K | 0.0% | -1.5% |
| Wealthfront Advisers LLC | Wealth advisor | 6.3K | $802K | 0.0% | +1.9% |
| SEI INVESTMENTS CO | Diversified mechanical | 6.2K | $794K | 0.0% | +0.1% |
| Wilmington Savings Fund Society, FSB | Diversified mechanical | 6.1K | $776K | 0.0% | +0.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 5.8K | $746K | 0.0% | -0.1% |
| CITIGROUP INC | Bank broker | 5.0K | $635K | 0.0% | +9.4% |
| SEEDS INVESTOR LLC | Wealth advisor | 4.3K | $581K | 0.1% | +17.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 4.4K | $571K | 0.0% | -19.9% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 4.4K | $561K | 0.0% | -5.2% |
| Laurel Wealth Planning LLC | Wealth advisor | 4.2K | $539K | 0.3% | -10.4% |
| Napier Financial, LLC | Wealth advisor | 4.2K | $532K | 0.1% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 4.1K | $518K | 0.0% | +32.3% |
| South Shore Capital Advisors | Other | 4.0K | $508K | 0.4% | +1.0% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 3.9K | $502K | 0.0% | +1.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.6K | $497K | 0.0% | -30.8% |
| Fingerlakes Wealth Management, Inc. | Wealth advisor | 3.8K | $491K | 0.3% | -1.3% |
| Focus Partners Wealth | Wealth advisor | 3.7K | $478K | 0.0% | +5.7% |
| Ameritas Investment Partners, Inc. | Diversified mechanical | 3.6K | $459K | 0.0% | +424.1% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 3.6K | $457K | 0.0% | +5.3% |
| CWC Advisors, LLC. | Wealth advisor | 3.3K | $417K | 0.2% | 0.0% |
| Winter & Associates, Inc. | Wealth advisor | 3.2K | $412K | 0.4% | -1.3% |
| Mendel Capital Management LLC | Wealth advisor | 3.2K | $409K | 0.2% | — |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 3.2K | $406K | 0.0% | -2.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 3.0K | $386K | 0.0% | +7.1% |
| SIMON QUICK ADVISORS, LLC | Wealth advisor | 3.0K | $383K | 0.0% | Held |
| Mariner, LLC | Diversified mechanical | 2.9K | $370K | 0.0% | -3.8% |
| CERTUITY, LLC | Other | 2.8K | $361K | 0.0% | +0.3% |
| Aprio Wealth Management, LLC | Wealth advisor | 2.8K | $358K | 0.0% | -0.4% |
| Mountain Capital Investment Advisors Inc. | Wealth advisor | 2.5K | $357K | 0.1% | -31.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.