SS SPDR MSCI U Gend Div ETFSHEETF
13F holders, Q1 2025 (March 31)108holders +1
7new positions
5sold out
1famous investor
$114.18avg. 13F price*
At the end of Q1 2025, 108 institutions reported holding SS SPDR MSCI U Gend Div ETF (SHE) in their 13F filings, up 1 from Q4 2024. 7 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($12.4M), Morgan Stanley ($11.1M) and Bank of America Corp. ($5.3M). 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 (Q1 2025)
- CUSIP
- 78468R747
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.7M |
| Exits | 5 | $21.2M |
All 13F filers, Q4 2024 → Q1 2025: 57,724 shares bought and 199,279 shares sold, net −141,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| LPL Financial LLC | 0.00% | Add +3.9% | 108,773 | $12.4M |
| Morgan Stanley | 0.00% | Add +3.7% | 97,154 | $11.1M |
| Bank of America Corp. | 0.00% | Add +7.1% | 46,441 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 40,979 | $4.7M |
| Betterment LLC | 0.01% | Add +0.9% | 36,763 | $4.2M |
| Blair William & Co. | 0.01% | Add +0.0% | 35,489 | $4.1M |
| Albion Financial Group | 0.28% | Add +13.0% | 35,290 | $4.0M |
| Cetera Investment Advisers | 0.01% | Reduce -6.1% | 29,385 | $3.4M |
| UBS Group AG | 0.00% | Reduce -17.1% | 25,952 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -5.1% | 14,529 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +10.9% | 13,564 | $1.5M |
| Citadel Advisors | 0.00% | Add +114.1% | 9,620 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +25.6% | 9,065 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.1% | 8,824 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +111.9% | 8,045 | $919K |
| Cwm, LLC | 0.00% | Add +2510.1% | 8,013 | $915K |
| Gradient Investments LLC | 0.02% | Reduce -5.2% | 7,835 | $894K |
| Susquehanna International Group, LLP | 0.00% | Add +22.3% | 7,292 | $832K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.8% | 6,894 | $787K |
| Sei Investments Co. | 0.00% | Add +6.5% | 6,764 | $772K |
| Bell Investment Advisors, Inc | 0.14% | Reduce -4.8% | 6,636 | $757K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -27.9% | 6,092 | $695K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.3% | 6,083 | $694K |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.5% | 5,934 | $677K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.0% | 5,302 | $605K |
| Laurel Wealth Planning LLC | 0.40% | Reduce -3.9% | 5,252 | $599K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 4,640 | $530K |
| CW Advisors, LLC | 0.01% | Reduce -4.9% | 4,422 | $505K |
| US Financial Advisors, LLC | 0.15% | Add +4.7% | 4,363 | $498K |
| Ameriprise Financial Inc. | 0.00% | Reduce -26.0% | 3,883 | $481K |
| Jones Financial Companies LLLP | 0.00% | Add +123.4% | 4,129 | $468K |
| National Philanthropic Trust | 0.01% | Reduce -3.6% | 4,058 | $463K |
| Mendel Capital Management LLC | 0.28% | Add +0.0% | 4,037 | $461K |
| Citigroup Inc. | 0.00% | Add +0.6% | 3,924 | $448K |
| Captrust Financial Advisors | 0.00% | New | 3,878 | $443K |
| Fingerlakes Wealth Management, Inc. | 0.38% | Reduce -6.1% | 3,873 | $442K |
| Bank of New York Mellon Corp | 0.00% | No change | 3,652 | $417K |
| Mountain Capital Investment Advisors Inc. | 0.09% | Reduce -1.7% | 3,645 | $408K |
| Certuity, LLC | 0.04% | Add +0.2% | 3,418 | $390K |
| Goldman Sachs Group Inc. | 0.00% | New | 3,416 | $390K |
| CWC Advisors, LLC. | 0.21% | Add +0.3% | 3,265 | $373K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -7.5% | 3,100 | $354K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.9% | 3,058 | $349K |
| Integrated Wealth Concepts LLC | 0.00% | Add +32.2% | 3,047 | $348K |
| Simon Quick Advisors, LLC | 0.02% | No change | 3,000 | $342K |
| Mariner, LLC | 0.00% | Reduce -0.3% | 2,997 | $342K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -8.9% | 2,969 | $339K |
| Mitchell Sinkler & Starr | 0.08% | Add +31.9% | 2,625 | $300K |
| Sowell Financial Services LLC | 0.01% | New | 2,593 | $296K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,477 | $283K |
| Pittenger & Anderson Inc. | 0.01% | No change | 2,475 | $282K |
| Sentinel Pension Advisors, LLC | 0.05% | No change | 2,417 | $276K |
| PFG Investments, LLC | 0.02% | Add +0.3% | 2,366 | $270K |
| Traphagen Investment Advisors LLC | 0.03% | Reduce -3.8% | 2,301 | $263K |
| Abound Financial, LLC | 0.13% | Reduce -16.0% | 2,266 | $259K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,255 | $257K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 2,202 | $251K |
| KilterHowling LLC | 0.16% | Reduce -9.6% | 2,119 | $246K |
| Stephens Consulting, LLC | 0.06% | No change | 2,042 | $233K |
| Creative Planning | 0.00% | New | 1,954 | $223K |
| Grove Bank & Trust | 0.03% | No change | 1,886 | $215K |
| Pathstone Holdings, LLC | 0.00% | No change | 1,841 | $210K |
| Wood Tarver Financial Group, LLC | 0.06% | No change | 1,687 | $193K |
| Howe & Rusling Inc. | 0.01% | No change | 1,562 | $178K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.5% | 1,416 | $162K |
| MJT & Associates Financial Advisory Group, Inc. | 0.14% | — | 1,263 | $144K |
| Private Trust Co. NA | 0.01% | No change | 1,146 | $131K |
| FMR LLC | 0.00% | Add +121.0% | 1,054 | $120K |
| Vermillion Wealth Management, Inc. | 0.03% | Add +0.2% | 973 | $111K |
| Atticus Wealth Management, LLC | 0.03% | Add +0.2% | 883 | $101K |
| Bank of Montreal | 0.00% | No change | 700 | $80K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 680 | $78K |
| Comerica Bank | 0.00% | Add +0.2% | 607 | $69K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 570 | $65K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.2% | 549 | $63K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 531 | $61K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.5% | 522 | $60K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.2% | 521 | $59K |
| Bristlecone Advisors, LLC | 0.00% | No change | 487 | $56K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 460 | $53K |
| MAI Capital Management | 0.00% | Reduce -16.5% | 460 | $53K |
| Marshall Investment Management, LLC | 0.03% | Add +0.7% | 458 | $52K |
| Russell Investments Group, Ltd. | 0.00% | No change | 429 | $49K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 310 | $35K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 282 | $32K |
| Lindbrook Capital, LLC | 0.00% | No change | 250 | $29K |
| Franklin Resources Inc. | 0.00% | No change | 210 | $24K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 190 | $22K |
| Golden State Wealth Management, LLC | 0.00% | Add +13.6% | 175 | $20K |
| Harbour Investments, Inc. | 0.00% | No change | 162 | $18K |
| Rossby Financial, LCC | 0.01% | New | 156 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 115 | $13K |
| SBI Securities Co., Ltd. | 0.00% | No change | 108 | $12K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $11K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 80 | $9K |
| Mattson Financial Services, LLC | 0.00% | Add +6.9% | 77 | $9K |
| Principal Securities, Inc. | 0.00% | No change | 69 | $8K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 59 | $7K |
| AllSquare Wealth Management LLC | 0.00% | No change | 47 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 39 | $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% | No change | 17 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 12 | $1K |
| Allworth Financial LP | 0.00% | Add +71.4% | 12 | $1K |
| Global Financial Private Client, LLC | 0.00% | No change | 9 | $1K |
| Redwood Park Advisors LLC | 0.00% | No change | 1 | $115 |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $86 |
"% 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.