Who Owns State Street SPDR MSCI USA Gender Diversity ETF (SHE)?Hedge Fund & Institutional Holders

$129.86+0.29 (+0.23%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.95200043690004e+272T

% of Float Held

QoQ Change in Holders

+14 / -2

Price History

$102.11$110.80$119.49$128.18$136.87Sep 24Jun 25Mar 26

SHE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ALBION FINANCIAL GROUP /UTNew Position+45K+$6.0B
Geneos Wealth Management Inc.New Position+33K+$4.4B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+12K+$1.0B
Wealthfront Advisers LLCNew Position+6K+$813.0M
Laurel Wealth Planning LLCNew Position+5K+$622.0M
Fingerlakes Wealth Management, Inc.New Position+4K+$514.0M
PITTENGER & ANDERSON INCNew Position+2K+$320.0M
Valmark Advisers, Inc.New Position+2K+$307.0M
Sowell Financial Services LLCNew Position+2K+$226.0M
SILVERLAKE WEALTH MANAGEMENT LLCNew Position+2K+$212.0M
Monument Group Wealth Advisors, LLCNew Position+2K+$204.0M
PRIVATE TRUST CO NANew Position+1K+$151.0M
Vermillion Wealth Management, Inc.New Position+980+$129.0M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+923+$122.0M
Gradient Investments LLCIncreased+419+$83.6M

SHE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
First Affirmative Financial NetworkClosed Position-93K-$11.9B
Cetera Investment AdvisersDecreased-813-$3.8B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-22K-$3.2B
OSAIC HOLDINGS, INC.Decreased-349-$1.4B
JPMORGAN CHASE & CODecreased-224-$811.0M
SEI INVESTMENTS CODecreased-142-$808.9M
MERCER GLOBAL ADVISORS INC /ADVDecreased-14-$592.0M
ROYAL BANK OF CANADADecreased-491-$550.0M
Integrated Wealth Concepts LLCDecreased-1K-$540.9M
Creative PlanningDecreased-10-$255.9M
Evelyn Partners Asset Management LtdDecreased-531-$129.2M
Aptus Capital Advisors, LLCDecreased-3-$68.2M
CERTUITY, LLCDecreased-624-$67.5M
Steward Partners Investment Advisory, LLCClosed Position-460-$58.6M
ASSETMARK, INCDecreased-506-$57.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ALBION FINANCIAL GROUP /UT45,072$6.0B0.37%Share
2Geneos Wealth Management Inc.33,081$4.4B0.11%Share
3JPMORGAN CHASE & CO31,475$4.0B0.00%Share
4UBS Group AG21,418$2.8B0.00%Share
5BANK OF AMERICA CORP /DE/16,194$2.0B0.00%Share
6BANK OF AMERICA CORP /DE/19,196$2.0B0.00%Share
7WELLS FARGO & COMPANY/MN11,066$1.0B0.00%Share
8BANK OF AMERICA CORP /DE/11,750$1.0B0.00%Share
9COMMONWEALTH EQUITY SERVICES, LLC11,985$1.0B0.00%Share
10ROYAL BANK OF CANADA11,605$1.0B0.00%Share
11Gradient Investments LLC6,707$885.0M0.01%Share
12Bell Investment Advisors, Inc6,459$853.1M0.13%Share
13Wealthfront Advisers LLC6,160$813.0M0.00%Share
14Laurel Wealth Planning LLC4,711$622.0M0.34%Share
15Fingerlakes Wealth Management, Inc.3,894$514.0M0.33%Share
16SEEDS INVESTOR LLC3,616$477.0M0.09%Share
17CWC Advisors, LLC.3,258$430.0M0.21%Share
18CERTUITY, LLC2,816$371.0M0.02%Share
19PITTENGER & ANDERSON INC2,430$320.0M0.01%Share
20Valmark Advisers, Inc.2,332$307.0M0.00%Share
21KilterHowling LLC2,106$278.0M0.14%Share
22TRAPHAGEN INVESTMENT ADVISORS LLC2,101$277.0M0.02%Share
23Clifford Group, LLC2,021$266.0M0.21%Share
24ASSETMARK, INC1,777$234.0M0.00%Share
25Sowell Financial Services LLC1,717$226.0M0.01%Share
26SILVERLAKE WEALTH MANAGEMENT LLC1,608$212.0M0.05%Share
27Monument Group Wealth Advisors, LLC1,550$204.0M0.11%Share
28PRIVATE TRUST CO NA1,146$151.0M0.01%Share
29Vermillion Wealth Management, Inc.980$129.0M0.05%Share
30FLAGSHIP HARBOR ADVISORS, LLC923$122.0M0.01%Share
31Rossby Financial, LCC775$102.0M0.03%Share
32COMERICA BANK614$81.0M0.00%Share
33Root Financial Partners, LLC587$77.0M0.00%Share
34Sunbelt Securities, Inc.555$73.0M0.00%Share
35Optiver Holding B.V.335$44.0M0.00%Share
36INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC221$29.0M0.00%Share
37Golden State Wealth Management, LLC145$19.0M0.00%Share
38Rock Creek Group, LP139,960$18.5M2.07%Share
39LPL Financial LLC121,362$16.0M0.00%Share
40SBI Securities Co., Ltd.100$13.0M0.00%Share
41MORGAN STANLEY95,708$12.0M0.00%Share
42Betterment LLC37,944$5.0M0.01%Share
43AllSquare Wealth Management LLC47$5.0M0.00%Share
44Greykasell Wealth Strategies, Inc.35$4.0M0.00%Share
45Cetera Investment Advisers28,972$3.0M0.00%Share
46Lodestone Wealth Management LLC30$3.0M0.00%Share
47CALDWELL SUTTER CAPITAL, INC.18$2.0M0.00%Share
48Asset Dedication, LLC12$1.0M0.00%Share
49Cambridge Investment Research Advisors, Inc.9,898$1.0M0.00%Share
50WOLFF WIESE MAGANA LLC10$1.0M0.00%Share

SHE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025122$33.4B+43
Q3 202579$58.4B-21
Q2 2025100$61.2B-6
Q1 2025106$67.7B+8
Q4 202498$471.8B+19
Q3 202479$14.1T-1
Q2 202480$3.0T+5
Q1 202475$597.9T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold SHE (State Street SPDR MSCI USA Gender Diversity ETF). The largest holder is ALBION FINANCIAL GROUP /UT with $6.0B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SHE?

As of Q4 2025, 50 institutional investors report holding SHE (State Street SPDR MSCI USA Gender Diversity ETF) in their 13F filings.

Who is the largest institutional holder of SHE?

The largest institutional holder of SHE is ALBION FINANCIAL GROUP /UT with $6.0B in shares.

Is institutional ownership of SHE increasing or decreasing?

This quarter, 14 institutions opened new positions in SHE and 2 closed their positions.