SS SPDR MSCI U Gend Div ETFSHEETF
13F holders, Q4 2024 (December 31)107holders +6
5new positions
8sold out
1famous investor
$115.82avg. 13F price*
At the end of Q4 2024, 107 institutions reported holding SS SPDR MSCI U Gend Div ETF (SHE) in their 13F filings, up 6 from Q3 2024. 5 opened new positions and 8 sold out. The largest holders were Rock Creek Group LLC ($20.8M), LPL Financial LLC ($12.1M) and Morgan Stanley ($10.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR MSCI U Gend Div ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78468R747
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.3M |
| Exits | 8 | $1.9M |
All 13F filers, Q3 2024 → Q4 2024: 22,129 shares bought and 58,719 shares sold, net −36,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Rock Creek Group LLC | 2.19% | No change | 179,839 | $20.8M |
| LPL Financial LLC | 0.00% | Add +1.3% | 104,715 | $12.1M |
| Morgan Stanley | 0.00% | Reduce -1.1% | 93,710 | $10.9M |
| Bank of America Corp. | 0.00% | Reduce -6.1% | 43,359 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.5% | 40,858 | $4.7M |
| Betterment LLC | 0.01% | Reduce -0.3% | 36,441 | $4.2M |
| Blair William & Co. | 0.01% | Add +0.6% | 35,488 | $4.1M |
| Cetera Investment Advisers | 0.01% | Reduce -5.1% | 31,300 | $3.6M |
| UBS Group AG | 0.00% | Reduce -26.0% | 31,297 | $3.6M |
| Albion Financial Group | 0.25% | Add +1.3% | 31,237 | $3.6M |
| Royal Bank of Canada | 0.00% | Add +3.7% | 15,310 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +7.9% | 12,225 | $1.4M |
| Raymond James Financial Inc. | 0.00% | — | 9,014 | $1.0M |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 8,445 | $978K |
| Gradient Investments LLC | 0.02% | Add +2.1% | 8,268 | $957K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.4% | 7,220 | $836K |
| Bell Investment Advisors, Inc | 0.15% | Reduce -1.2% | 6,967 | $807K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.5% | 6,940 | $804K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.2% | 6,398 | $741K |
| Sei Investments Co. | 0.00% | Add +12.0% | 6,353 | $736K |
| Wealthfront Advisers LLC | 0.00% | Add +2.4% | 5,962 | $690K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.6% | 5,962 | $690K |
| Laurel Wealth Planning LLC | 0.41% | Add +2.9% | 5,466 | $633K |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.7% | 5,248 | $607K |
| CW Advisors, LLC | 0.01% | Reduce -19.4% | 4,649 | $538K |
| Citadel Advisors | 0.00% | New | 4,494 | $520K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 4,465 | $517K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.9% | 4,383 | $508K |
| National Philanthropic Trust | 0.01% | New | 4,210 | $488K |
| US Financial Advisors, LLC | 0.15% | Reduce -0.1% | 4,168 | $483K |
| Fingerlakes Wealth Management, Inc. | 0.39% | Reduce -8.0% | 4,124 | $478K |
| Mendel Capital Management LLC | 0.28% | Reduce -1.1% | 4,036 | $467K |
| Boston Financial Mangement LLC | 0.01% | Reduce -1.6% | 4,008 | $464K |
| Citigroup Inc. | 0.00% | Add +2727.5% | 3,902 | $452K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.8% | 3,796 | $440K |
| Mountain Capital Investment Advisors Inc. | 0.09% | Add +0.2% | 3,708 | $436K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 3,652 | $423K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -33.2% | 3,470 | $402K |
| Certuity, LLC | 0.04% | Add +0.4% | 3,410 | $395K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,350 | $388K |
| Aprio Wealth Management, LLC | 0.06% | Add +0.4% | 3,259 | $377K |
| CWC Advisors, LLC. | 0.38% | Reduce -1.2% | 3,257 | $377K |
| Mariner, LLC | 0.00% | Reduce -42.2% | 3,007 | $348K |
| Simon Quick Advisors, LLC | 0.02% | No change | 3,000 | $347K |
| Abound Financial, LLC | 0.16% | — | 2,697 | $312K |
| Pittenger & Anderson Inc. | 0.01% | No change | 2,475 | $287K |
| KilterHowling LLC | 0.16% | Reduce -12.7% | 2,343 | $286K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.5% | 2,461 | $285K |
| Sentinel Pension Advisors, LLC | 0.05% | No change | 2,417 | $280K |
| Traphagen Investment Advisors LLC | 0.03% | Reduce -1.4% | 2,393 | $277K |
| PFG Investments, LLC | 0.02% | Add +0.2% | 2,360 | $273K |
| Integrated Wealth Concepts LLC | 0.00% | New | 2,305 | $267K |
| Valmark Advisers, Inc. | 0.00% | Reduce -12.6% | 2,255 | $261K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 2,200 | $255K |
| Stephens Consulting, LLC | 0.06% | Add +28.3% | 2,042 | $236K |
| Mitchell Sinkler & Starr | 0.06% | No change | 1,990 | $230K |
| Grove Bank & Trust | 0.03% | No change | 1,886 | $218K |
| Jones Financial Companies LLLP | 0.00% | Add +17.1% | 1,848 | $214K |
| Pathstone Holdings, LLC | 0.00% | No change | 1,841 | $213K |
| Wood Tarver Financial Group, LLC | 0.07% | — | 1,687 | $195K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.5% | 1,618 | $187K |
| Howe & Rusling Inc. | 0.02% | No change | 1,562 | $181K |
| Private Trust Co. NA | 0.01% | Reduce -8.0% | 1,146 | $133K |
| Vermillion Wealth Management, Inc. | 0.06% | — | 971 | $112K |
| Atticus Wealth Management, LLC | 0.03% | Add +0.3% | 881 | $102K |
| Bank of Montreal | 0.00% | No change | 700 | $81K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.4% | 678 | $78K |
| Comerica Bank | 0.00% | Add +0.3% | 606 | $70K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +42.5% | 570 | $66K |
| MAI Capital Management | 0.00% | New | 551 | $64K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.4% | 548 | $64K |
| Evelyn Partners Asset Management Ltd | 0.02% | — | 531 | $61K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.4% | 520 | $60K |
| Aptus Capital Advisors, LLC | 0.00% | Add +7.2% | 509 | $59K |
| Bristlecone Advisors, LLC | 0.00% | No change | 487 | $56K |
| FMR LLC | 0.00% | Add +256.0% | 477 | $55K |
| Security National Bank | 0.01% | No change | 467 | $54K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 460 | $53K |
| Marshall Investment Management, LLC | 0.03% | — | 455 | $52K |
| Russell Investments Group, Ltd. | 0.00% | Add +4666.7% | 429 | $50K |
| Cwm, LLC | 0.00% | No change | 307 | $36K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 310 | $36K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 282 | $33K |
| Lindbrook Capital, LLC | 0.00% | No change | 250 | $29K |
| Franklin Resources Inc. | 0.00% | No change | 210 | $24K |
| TD Capital Management LLC | 0.00% | No change | 189 | $22K |
| Harbour Investments, Inc. | 0.00% | No change | 162 | $19K |
| Golden State Wealth Management, LLC | 0.00% | — | 154 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 115 | $13K |
| SBI Securities Co., Ltd. | 0.00% | — | 108 | $13K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $12K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 80 | $9K |
| Mattson Financial Services, LLC | 0.00% | Reduce -23.4% | 72 | $8K |
| Principal Securities, Inc. | 0.00% | Reduce -73.3% | 69 | $8K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 59 | $7K |
| AllSquare Wealth Management LLC | 0.00% | No change | 47 | $5K |
| Global Retirement Partners, LLC | 0.00% | Add +24.1% | 36 | $4K |
| Smithfield Trust Co | 0.00% | No change | 24 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 18 | $2K |
| AE Wealth Management LLC | 0.00% | New | 17 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 12 | $1K |
| Global Financial Private Client, LLC | 0.00% | No change | 9 | $1K |
| Allworth Financial LP | 0.00% | No change | 7 | $835 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 3 | $347 |
| Financial Life Planners | 0.00% | — | 2 | $232 |
| Redwood Park Advisors LLC | 0.00% | — | 1 | $116 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -93.8% | 1 | $87 |
"% of holder's portfolio" is SHE's weight in each manager's 13F, not the share of SS SPDR MSCI U Gend Div ETF the manager owns.