SPDR SERIES TRUST (SHE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
127
Reporting holders
$125.6M
Reported value
1.3%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Rock Creek Group LLC | $21.6M | 139,960 | 2.18% | 4q | HELD |
| MORGAN STANLEY | $14.5M | 93,648 | 0.00% | 35q | HELD |
| LPL Financial LLC | $7.8M | 50,344 | 0.00% | 31q | +2.8%+$210.8K |
| ALBION FINANCIAL GROUP /UT | $7.2M | 46,408 | 0.42% | 26q | +3.8%+$265.0K |
| BANK OF AMERICA CORP /DE/ | $6.0M | 38,572 | 0.00% | 31q | -15.1%-$1.1M |
| JPMORGAN CHASE & CO | $5.8M | 37,500 | 0.00% | 31q | HELD |
| Geneos Wealth Management Inc. | $4.9M | 31,421 | 0.10% | 25q | -5.4%-$277.7K |
| Cetera Investment Advisers | $4.5M | 28,922 | 0.00% | 23q | +0.9%+$41.7K |
| National Philanthropic Trust | $3.9M | 25,243 | 0.06% | 7q | -1.0%-$40.0K |
| UBS Group AG | $2.9M | 18,679 | 0.00% | 31q | -2.0%-$58.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 13,470 | 0.00% | 22q | -34.4%-$1.1M |
| ROYAL BANK OF CANADA | $2.1M | 13,288 | 0.00% | 31q | +7.8%+$149.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 12,189 | 0.00% | 31q | +1.0%+$19.3K |
| JONES FINANCIAL COMPANIES LLLP | $1.9M | 12,303 | 0.00% | 9q | +26.8%+$398.3K |
| WELLS FARGO & COMPANY/MN | $1.9M | 12,129 | 0.00% | 31q | -50.8%-$1.9M |
| OSAIC HOLDINGS, INC. | $1.8M | 11,743 | 0.00% | 26q | +19.7%+$298.0K |
| RAYMOND JAMES FINANCIAL INC | $1.7M | 11,147 | 0.00% | 7q | HELD |
| Belvedere Trading LLC | $1.7M | options only | 0.00% | new | OPTIONS |
| MERCER GLOBAL ADVISORS INC /ADV | $1.4M | 8,764 | 0.00% | 24q | +99.6%+$675.5K |
| Gradient Investments LLC | $1.1M | 6,822 | 0.01% | 16q | +3.3%+$33.7K |
| Bell Investment Advisors, Inc | $1.0M | 6,697 | 0.15% | 19q | -0.6%-$6.5K |
| Kestra Advisory Services, LLC | $980.1K | 6,346 | 0.00% | 22q | +8.7%+$78.6K |
| Wealthfront Advisers LLC | $934.4K | 6,050 | 0.00% | 18q | -3.6%-$34.9K |
| Integrated Wealth Concepts LLC | $924.6K | 5,987 | 0.00% | 7q | +47.7%+$298.5K |
| CITADEL ADVISORS LLC | $908.4K | 5,882 | 0.00% | new | NEW |
| Wilmington Savings Fund Society, FSB | $879.1K | 5,692 | 0.02% | 16q | -6.3%-$58.8K |
| SEI INVESTMENTS CO | $861.9K | 5,581 | 0.00% | 15q | -10.1%-$97.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $837.6K | 5,413 | 0.00% | 12q | +22.6%+$154.6K |
| CITIGROUP INC | $771.6K | 4,996 | 0.00% | 22q | +0.5%+$4.2K |
| AMERIPRISE FINANCIAL INC | $737.0K | 4,765 | 0.00% | 25q | -33.0%-$363.6K |
| SEEDS INVESTOR LLC | $720.1K | 4,663 | 0.07% | 4q | +9.3%+$61.5K |
| Laurel Wealth Planning LLC | $651.9K | 4,221 | 0.29% | 23q | HELD |
| Napier Financial, LLC | $649.6K | 4,206 | 0.14% | 2q | +1.0%+$6.2K |
| South Shore Capital Advisors | $619.1K | 4,009 | 0.41% | 11q | +0.9%+$5.6K |
| CAPTRUST FINANCIAL ADVISORS | $610.3K | 3,952 | 0.00% | 6q | +0.6%+$3.6K |
| Fingerlakes Wealth Management, Inc. | $594.8K | 3,851 | 0.32% | 19q | HELD |
| Valmark Advisers, Inc. | $581.0K | 3,762 | 0.01% | 31q | +64.1%+$227.0K |
| Dynamic Advisor Solutions LLC | $580.4K | 3,758 | 0.02% | 3q | +5.1%+$28.3K |
| Focus Partners Wealth | $577.9K | 3,742 | 0.00% | 5q | HELD |
| Ameritas Investment Partners, Inc. | $571.1K | 3,698 | 0.02% | 29q | +2.9%+$15.9K |
| CWC Advisors, LLC. | $498.3K | 3,227 | 0.22% | 8q | -1.0%-$4.9K |
| Mendel Capital Management LLC | $494.6K | 3,203 | 0.22% | 18q | HELD |
| Bank of New York Mellon Corp | $466.0K | 3,017 | 0.00% | 9q | HELD |
| SIMON QUICK ADVISORS, LLC | $463.3K | 3,000 | 0.02% | 28q | HELD |
| Portfolio Resources Advisor Group, Inc. | $455.6K | 3,565 | 0.39% | new | NEW |
| MENORA MIVTACHIM HOLDINGS LTD. | $442.5K | 2,865 | 0.00% | new | NEW |
| CERTUITY, LLC | $437.3K | 2,832 | 0.02% | 25q | HELD |
| Aprio Wealth Management, LLC | $429.9K | 2,784 | 0.02% | 15q | HELD |
| MITCHELL SINKLER & STARR/PA | $405.4K | 2,625 | 0.17% | 10q | HELD |
| JOHNSON INVESTMENT COUNSEL INC | $386.1K | 2,500 | 0.00% | 24q | HELD |
| Creative Planning | $377.4K | 2,444 | 0.00% | 6q | +8.2%+$28.7K |
| PITTENGER & ANDERSON INC | $375.3K | 2,430 | 0.01% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $372.3K | 2,411 | 0.00% | 23q | HELD |
| FMR LLC | $345.5K | 2,237 | 0.00% | 15q | -9.4%-$35.8K |
| Clifford Group, LLC | $340.5K | 2,205 | 0.24% | 5q | -1.6%-$5.4K |
| KilterHowling LLC | $337.2K | 2,183 | 0.15% | 15q | -6.3%-$22.6K |
| TRUIST FINANCIAL CORP | $330.7K | 2,141 | 0.00% | 3q | -0.7%-$2.5K |
| BLAIR WILLIAM & CO/IL | $323.8K | 2,096 | 0.00% | 26q | +9.9%+$29.0K |
| TRAPHAGEN INVESTMENT ADVISORS LLC | $321.2K | 2,080 | 0.02% | 16q | HELD |
| HighTower Advisors, LLC | $300.1K | 1,943 | 0.00% | 10q | -25.5%-$102.9K |
| Focus Partners Advisor Solutions, LLC | $296.6K | 1,920 | 0.00% | 6q | -39.5%-$193.8K |
| Grove Bank & Trust | $291.3K | 1,886 | 0.03% | 15q | HELD |
| Winter & Associates, Inc. | $291.0K | 1,884 | 0.22% | 3q | -40.5%-$197.8K |
| ASSETMARK, INC | $257.3K | 1,666 | 0.00% | 5q | HELD |
| White Lighthouse Investment Management Inc. | $256.4K | 1,660 | 0.03% | 3q | HELD |
| Sowell Financial Services LLC | $255.7K | 1,656 | 0.01% | 6q | HELD |
| Sincerus Advisory, LLC | $248.4K | 1,608 | 0.17% | 5q | -6.7%-$17.9K |
| Pathstone Holdings, LLC | $245.9K | 1,592 | 0.00% | 9q | HELD |
| Baker Avenue Asset Management, LP | $243.7K | 1,578 | 0.00% | 4q | HELD |
| HOWE & RUSLING INC | $241.2K | 1,562 | 0.01% | 15q | HELD |
| Pearl Planning LLC | $226.4K | 1,466 | 0.10% | new | NEW |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $213.1K | 1,380 | 0.10% | new | NEW |
| Evanson Financial, LLC | $213.0K | 1,379 | 0.01% | new | FIRST |
| SILVERLAKE WEALTH MANAGEMENT LLC | $212.6K | 1,376 | 0.04% | new | NEW |
| Vise Technologies, Inc. | $212.4K | 1,375 | 0.00% | new | NEW |
| PFG Investments, LLC | $207.4K | 1,343 | 0.01% | new | NEW |
| Rossby Financial, LCC | $192.3K | 1,245 | 0.04% | 6q | +47.0%+$61.5K |
| ABOUND FINANCIAL, LLC | $179.6K | 1,163 | 0.07% | 7q | -34.7%-$95.3K |
| PRIVATE TRUST CO NA | $177.0K | 1,146 | 0.01% | 17q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $156.6K | 1,014 | 0.00% | 31q | -3.2%-$5.1K |
| MJT & Associates Financial Advisory Group, Inc. | $153.4K | 993 | 0.10% | 6q | -10.7%-$18.4K |
| Vermillion Wealth Management, Inc. | $152.0K | 984 | 0.04% | 7q | HELD |
| Ellevest, Inc. | $144.8K | 144,811 | 0.02% | new | NEW |
| Midway Capital Research & Management | $133.6K | 865 | 0.11% | 2q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $122.8K | 795 | 0.00% | 13q | HELD |
| Rockefeller Capital Management L.P. | $111.8K | 724 | 0.00% | 4q | HELD |
| BANK OF MONTREAL /CAN/ | $108.1K | 700 | 0.00% | 21q | HELD |
| FIFTH THIRD BANCORP | $95.3K | 617 | 0.00% | 2q | HELD |
| Aptus Capital Advisors, LLC | $86.6K | 561 | 0.00% | 28q | HELD |
| Princeton Global Asset Management LLC | $81.8K | 529 | 0.01% | 26q | HELD |
| Godfrey Financial Associates, Inc. | $75.7K | 490 | 0.06% | 3q | HELD |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $73.4K | 475 | 0.03% | 2q | HELD |
| Clearstead Advisors, LLC | $67.5K | 437 | 0.00% | 4q | HELD |
| AlphaCore Capital LLC | $61.8K | 400 | 0.00% | 3q | HELD |
| Russell Investments Group, Ltd. | $54.1K | 350 | 0.00% | 8q | -8.6%-$5.1K |
| SIMPLEX TRADING, LLC | $49.4K | 320 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $44.8K | 290 | 0.00% | 31q | HELD |
| SHP Wealth Management | $35.7K | 231 | 0.00% | 3q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $33.9K | 221 | 0.00% | 3q | HELD |
| Ameritas Advisory Services, LLC | $33.0K | 214 | 0.00% | new | NEW |
Showing the largest 100 of 134 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 127 | $125.6M | 803,574 | 17 | 24 | 26 | 1.3% |
| Q1 2026 | 123 | $117.6M | 919,348 | 11 | 33 | 30 | 0.0% |
| Q4 2025 | 120 | $111.5M | 844,115 | 14 | 19 | 29 | 0.0% |
| Q3 2025 | 110 | $125.0M | 980,378 | 14 | 31 | 19 | 0.0% |
| Q2 2025 | 105 | $81.5M | 652,668 | 10 | 18 | 23 | 0.0% |
| Q1 2025 | 104 | $75.5M | 661,386 | 7 | 24 | 22 | 0.0% |
| Q4 2024 | 100 | $93.4M | 806,377 | 6 | 17 | 26 | 0.0% |
| Q3 2024 | 94 | $99.8M | 878,226 | 4 | 19 | 22 | 0.0% |
| Q2 2024 | 94 | $76.9M | 706,856 | 9 | 18 | 19 | 0.0% |
| Q1 2024 | 87 | $95.4M | 911,163 | 7 | 17 | 17 | 0.0% |
| Q4 2023 | 86 | $92.3M | 971,322 | 8 | 18 | 21 | 0.0% |
| Q3 2023 | 84 | $74.7M | 814,338 | 11 | 13 | 23 | 0.0% |
| Q2 2023 | 77 | $55.2M | 627,454 | 10 | 14 | 17 | 0.0% |
| Q1 2023 | 81 | $55.2M | 677,445 | 7 | 18 | 21 | 0.0% |
| Q4 2022 | 81 | $49.2M | 624,138 | 20 | 16 | 17 | 0.0% |
| Q3 2022 | 81 | $86.1M | 1,180,655 | 6 | 17 | 23 | 0.0% |
| Q2 2022 | 84 | $85.7M | 1,080,010 | 7 | 24 | 20 | 0.0% |
| Q1 2022 | 84 | $102.7M | 1,065,772 | 9 | 24 | 20 | 0.0% |
| Q4 2021 | 90 | $120.0M | 1,175,149 | 10 | 30 | 11 | 0.0% |
| Q3 2021 | 84 | $113.2M | 1,069,795 | 8 | 27 | 7 | 0.0% |
| Q2 2021 | 82 | $92.3M | 865,311 | 13 | 29 | 11 | 0.0% |
| Q1 2021 | 78 | $78.0M | 821,398 | 15 | 17 | 10 | 0.0% |
| Q4 2020 | 65 | $54.1M | 603,436 | 11 | 15 | 5 | 0.0% |
| Q3 2020 | 55 | $41.2M | 538,318 | 5 | 16 | 11 | 0.0% |
| Q2 2020 | 58 | $38.6M | 542,552 | 11 | 15 | 8 | 0.0% |
| Q1 2020 | 61 | $35.1M | 593,718 | 11 | 17 | 10 | 0.0% |
| Q4 2019 | 66 | $66.5M | 860,644 | 6 | 11 | 21 | 0.0% |
| Q3 2019 | 59 | $186.6M | 2,540,262 | 10 | 14 | 16 | 0.0% |
| Q2 2019 | 48 | $203.5M | 2,759,302 | 3 | 16 | 10 | 0.0% |
| Q1 2019 | 53 | $190.1M | 2,790,424 | 8 | 25 | 3 | 0.0% |
| Q4 2018 | 49 | $260.4M | 4,085,349 | 1 | 1 | 1 | 0.0% |