SS SPDR MSCI U Gend Div ETFSHEETF
13F holders, Q2 2025 (June 30)112holders +4
12new positions
8sold out
$124.82avg. 13F price*
At the end of Q2 2025, 112 institutions reported holding SS SPDR MSCI U Gend Div ETF (SHE) in their 13F filings, up 4 from Q1 2025. 12 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($14.4M), Morgan Stanley ($11.9M) and Bank of America Corp. ($6.6M).
- Company
- SS SPDR MSCI U Gend Div ETF
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78468R747
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $1.6M |
| Exits | 8 | $1.9M |
All 13F filers, Q1 2025 → Q2 2025: 57,160 shares bought and 70,020 shares sold, net −12,860 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| LPL Financial LLC | 0.00% | Add +5.8% | 115,068 | $14.4M |
| Morgan Stanley | 0.00% | Reduce -1.7% | 95,528 | $11.9M |
| Bank of America Corp. | 0.00% | Add +13.7% | 52,785 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 40,949 | $5.1M |
| Betterment LLC | 0.01% | Add +1.5% | 37,319 | $4.7M |
| Albion Financial Group | 0.29% | Add +0.4% | 35,429 | $4.4M |
| Cetera Investment Advisers | 0.01% | Add +0.0% | 29,387 | $3.7M |
| UBS Group AG | 0.00% | Reduce -10.6% | 23,194 | $2.9M |
| National Philanthropic Trust | 0.03% | Add +388.0% | 19,804 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +36.7% | 12,391 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -15.4% | 12,296 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -12.5% | 11,872 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +52.3% | 11,107 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +16.9% | 10,314 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.8% | 7,497 | $936K |
| Bell Investment Advisors, Inc | 0.14% | Add +0.4% | 6,663 | $832K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.1% | 6,587 | $822K |
| Sei Investments Co. | 0.00% | Reduce -3.9% | 6,501 | $811K |
| Gradient Investments LLC | 0.01% | Reduce -19.4% | 6,312 | $788K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -0.1% | 6,088 | $760K |
| Wealthfront Advisers LLC | 0.00% | Add +2.5% | 6,083 | $759K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.5% | 5,934 | $741K |
| Laurel Wealth Planning LLC | 0.38% | Add +2.3% | 5,371 | $670K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.4% | 5,283 | $666K |
| Ameriprise Financial Inc. | 0.00% | Add +32.2% | 5,132 | $640K |
| CW Advisors, LLC | 0.01% | Add +14.2% | 5,049 | $630K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.8% | 4,509 | $563K |
| Jones Financial Companies LLLP | 0.00% | Add +9.5% | 4,523 | $560K |
| Mendel Capital Management LLC | 0.29% | No change | 4,037 | $504K |
| Captrust Financial Advisors | 0.00% | No change | 3,878 | $484K |
| Fingerlakes Wealth Management, Inc. | 0.36% | Reduce -0.1% | 3,870 | $483K |
| Citigroup Inc. | 0.00% | Reduce -1.8% | 3,852 | $481K |
| Integrated Wealth Concepts LLC | 0.00% | Add +21.2% | 3,693 | $461K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 3,651 | $456K |
| Mountain Capital Investment Advisors Inc. | 0.09% | Reduce -2.8% | 3,543 | $443K |
| Focus Partners Wealth | 0.00% | New | 3,538 | $442K |
| Certuity, LLC | 0.04% | Add +0.3% | 3,429 | $428K |
| CWC Advisors, LLC. | 0.21% | Reduce -0.3% | 3,257 | $407K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +30.2% | 3,225 | $403K |
| Mariner, LLC | 0.00% | Add +0.1% | 3,000 | $374K |
| Simon Quick Advisors, LLC | 0.02% | No change | 3,000 | $374K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.1% | 2,995 | $374K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -5.9% | 2,793 | $349K |
| Mitchell Sinkler & Starr | 0.16% | No change | 2,625 | $328K |
| FMR LLC | 0.00% | Add +142.1% | 2,552 | $319K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -19.4% | 2,500 | $312K |
| Pittenger & Anderson Inc. | 0.01% | No change | 2,475 | $309K |
| Sowell Financial Services LLC | 0.01% | Reduce -6.6% | 2,421 | $302K |
| Assetmark, Inc. | 0.00% | New | 2,421 | $302K |
| PFG Investments, LLC | 0.02% | Add +0.2% | 2,371 | $296K |
| Cwm, LLC | 0.00% | Reduce -70.7% | 2,352 | $294K |
| Valmark Advisers, Inc. | 0.00% | Add +4.3% | 2,352 | $294K |
| HighTower Advisors, LLC | 0.00% | No change | 2,202 | $275K |
| Thrivent Financial for Lutherans | 0.00% | New | 2,180 | $272K |
| KilterHowling LLC | 0.16% | Add +0.3% | 2,126 | $265K |
| Traphagen Investment Advisors LLC | 0.02% | Reduce -8.4% | 2,108 | $263K |
| Creative Planning | 0.00% | Add +0.3% | 1,959 | $245K |
| Abound Financial, LLC | 0.11% | Reduce -13.6% | 1,958 | $244K |
| Blair William & Co. | 0.00% | Reduce -94.7% | 1,894 | $236K |
| Grove Bank & Trust | 0.03% | No change | 1,886 | $235K |
| Pathstone Holdings, LLC | 0.00% | No change | 1,841 | $230K |
| Wood Tarver Financial Group, LLC | 0.06% | No change | 1,687 | $210K |
| Clifford Group, LLC | 0.17% | New | 1,675 | $209K |
| Sincerus Advisory, LLC | 0.19% | New | 1,587 | $201K |
| Howe & Rusling Inc. | 0.01% | No change | 1,562 | $195K |
| Stephens Consulting, LLC | 0.05% | Reduce -24.5% | 1,542 | $192K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.0% | 1,289 | $161K |
| Private Trust Co. NA | 0.01% | No change | 1,146 | $143K |
| MJT & Associates Financial Advisory Group, Inc. | 0.16% | Reduce -15.9% | 1,062 | $133K |
| Vermillion Wealth Management, Inc. | 0.06% | Add +0.2% | 975 | $122K |
| Atticus Wealth Management, LLC | 0.03% | Add +0.3% | 886 | $111K |
| Centaurus Financial, Inc. | 0.01% | New | 864 | $108K |
| Bank of Montreal | 0.00% | No change | 700 | $87K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 682 | $85K |
| MAI Capital Management | 0.00% | Add +42.8% | 657 | $82K |
| Comerica Bank | 0.00% | Add +0.3% | 609 | $76K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 570 | $71K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.1% | 533 | $67K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 531 | $66K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.4% | 523 | $65K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -0.2% | 548 | $63K |
| Bristlecone Advisors, LLC | 0.01% | No change | 487 | $61K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 460 | $57K |
| Berkshire Money Management, Inc. | 0.01% | New | 456 | $57K |
| Russell Investments Group, Ltd. | 0.00% | No change | 429 | $54K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 282 | $35K |
| Ameritas Advisory Services, LLC | 0.00% | New | 214 | $27K |
| Franklin Resources Inc. | 0.00% | No change | 210 | $26K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 191 | $24K |
| Golden State Wealth Management, LLC | 0.00% | No change | 175 | $22K |
| Harbour Investments, Inc. | 0.00% | No change | 162 | $20K |
| Rossby Financial, LCC | 0.01% | No change | 156 | $19K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 115 | $14K |
| SBI Securities Co., Ltd. | 0.00% | No change | 108 | $13K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $12K |
| Glenmede Investment Management, LP | 0.00% | — | 92 | $11K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 80 | $10K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 80 | $10K |
| Principal Securities, Inc. | 0.00% | No change | 69 | $9K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 59 | $7K |
| AllSquare Wealth Management LLC | 0.00% | No change | 47 | $6K |
| Smithfield Trust Co | 0.00% | No change | 24 | $3K |
| Global Retirement Partners, LLC | 0.00% | — | 22 | $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 |
| Parallel Advisors, LLC | 0.00% | New | 11 | $1K |
| CVA Family Office, LLC | 0.00% | New | 8 | $1K |
| Allworth Financial LP | 0.00% | Reduce -41.7% | 7 | $874 |
| Wolff Wiese Magana LLC | 0.00% | New | 5 | $625 |
| Redwood Park Advisors LLC | 0.00% | No change | 1 | $125 |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $107 |
"% 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.