SHE Institutional Ownership & Shareholders
SPDR MSCI USA GENDER DIVERSI (SHE) is currently held by 130 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $146.78M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Rock Creek Group Llc is currently the largest disclosed institutional shareholder of SHE tracked by InsiderSet, reporting ownership valued at approximately $21.62M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $21.35M, representing an estimated loss of -1.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed SHE value among the investors covered in this analysis. Major shareholders include Rock Creek Group Llc, First Affirmative Financial Network, Morgan Stanley, and several other long-term asset managers with concentrated positions in SPDR MSCI USA GENDER DIVERSI (SHE).
This page ranks the largest institutional SHE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
130
Total Reported Value
$146.78M
Largest Holder
Rock Creek Group Llc
Largest Position
$21.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
122
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rock Creek Group Llc | 2.18% | 139,960 | $21,615,422 | $21,348,057 | -$267,365 | -1.24% | |
| First Affirmative Financial Network | 3.69% | 106,812 | $16,819,400 | $16,292,002 | -$527,398 | -3.14% | |
| Morgan Stanley | 0.00% | 93,648 | $14,463,190 | $14,284,101 | -$179,089 | -1.24% | |
| Lpl Financial Llc | 0.00% | 50,344 | $7,775,151 | $7,678,955 | -$96,196 | -1.24% | |
| Albion Financial Group | 0.42% | 47,199 | $7,432,292 | $7,199,249 | -$233,043 | -3.14% | |
| Betterment Llc | 0.01% | 39,239 | $6,060,000 | $5,985,113 | -$74,887 | -1.24% | |
| Bank Of America Corp | 0.00% | 38,572 | $5,957,060 | $5,883,376 | -$73,684 | -1.24% | |
| Jpmorgan Chase & Co | 0.00% | 37,500 | $5,757,187 | $5,719,864 | -$37,323 | -0.65% | |
| Geneos Wealth Management Inc. | 0.10% | 31,421 | $4,852,659 | $4,792,636 | -$60,023 | -1.24% | |
| Cetera Investment Advisers | 0.00% | 28,922 | $4,466,670 | $4,411,464 | -$55,206 | -1.24% | |
| National Philanthropic Trust | 0.06% | 25,243 | $3,898,529 | $3,850,307 | -$48,222 | -1.24% | |
| Ubs Group Ag | 0.00% | 18,679 | $2,884,785 | $2,849,102 | -$35,683 | -1.24% | |
| Susquehanna International Group, Llp | 0.00% | 13,470 | $2,080,307 | $2,054,575 | -$25,732 | -1.24% | |
| Royal Bank Of Canada | 0.00% | 13,288 | $2,052,000 | $2,026,815 | -$25,185 | -1.23% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,189 | $1,882,420 | $1,859,185 | -$23,235 | -1.23% | |
| Jones Financial Companies Lllp | 0.00% | 12,303 | $1,881,690 | $1,876,573 | -$5,117 | -0.27% | |
| Wells Fargo & Company/Mn | 0.00% | 12,129 | $1,873,203 | $1,850,033 | -$23,170 | -1.24% | |
| Osaic Holdings, Inc. | 0.00% | 11,743 | $1,813,890 | $1,791,156 | -$22,734 | -1.25% | |
| Raymond James Financial Inc | 0.00% | 11,147 | $1,721,522 | $1,700,249 | -$21,273 | -1.24% | |
| Gradient Investments Llc | 0.02% | 7,059 | $1,111,515 | $1,076,707 | -$34,808 | -3.13% | |
| Bell Investment Advisors, Inc | 0.15% | 6,634 | $1,044,614 | $1,011,882 | -$32,732 | -3.13% | |
| Kestra Advisory Services, Llc | 0.00% | 6,346 | $980,091 | $967,953 | -$12,138 | -1.24% | |
| Wealthfront Advisers Llc | 0.00% | 6,050 | $934,362 | $922,805 | -$11,557 | -1.24% | |
| Citadel Advisors Llc | 0.00% | 5,882 | $908,416 | $897,180 | -$11,236 | -1.24% | |
| Wilmington Savings Fund Society, Fsb | 0.02% | 5,619 | $884,805 | $857,064 | -$27,741 | -3.14% | |
| Sei Investments Co | 0.00% | 5,581 | $861,920 | $851,268 | -$10,652 | -1.24% | |
| Citigroup Inc | 0.00% | 4,996 | $771,603 | $762,038 | -$9,565 | -1.24% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 4,811 | $762,947 | $733,820 | -$29,127 | -3.82% | |
| Ameriprise Financial Inc | 0.00% | 4,765 | $737,021 | $726,804 | -$10,217 | -1.39% | |
| Seeds Investor Llc | 0.07% | 4,663 | $720,116 | $711,246 | -$8,870 | -1.23% | |
| Integrated Wealth Concepts Llc | 0.00% | 4,396 | $678,844 | $670,521 | -$8,323 | -1.23% | |
| Mercer Global Advisors Inc | 0.00% | 4,382 | $676,756 | $668,385 | -$8,371 | -1.24% | |
| Aprio Wealth Management, Llc | 0.03% | 4,169 | $656,442 | $635,896 | -$20,546 | -3.13% | |
| Laurel Wealth Planning Llc | 0.29% | 4,221 | $651,892 | $643,828 | -$8,064 | -1.24% | |
| Napier Financial, Llc | 0.14% | 4,206 | $649,573 | $641,540 | -$8,033 | -1.24% | |
| South Shore Capital Advisors | 0.42% | 3,909 | $615,522 | $596,239 | -$19,283 | -3.13% | |
| Captrust Financial Advisors | 0.00% | 3,952 | $610,335 | $602,797 | -$7,538 | -1.23% | |
| Dynamic Advisor Solutions Llc | 0.02% | 3,853 | $606,719 | $587,697 | -$19,022 | -3.14% | |
| Fingerlakes Wealth Management, Inc. | 0.32% | 3,851 | $594,795 | $587,392 | -$7,403 | -1.24% | |
| Valmark Advisers, Inc. | 0.01% | 3,762 | $581,003 | $573,817 | -$7,186 | -1.24% | |
| Focus Partners Wealth | 0.00% | 3,742 | $577,915 | $570,766 | -$7,149 | -1.24% | |
| Ameritas Investment Partners, Inc. | 0.02% | 3,698 | $571,127 | $564,055 | -$7,072 | -1.24% | |
| Portfolio Resources Advisor Group, Inc. | 0.46% | 3,565 | $550,579 | $543,768 | -$6,811 | -1.24% | |
| Cwc Advisors, Llc. | 0.24% | 3,222 | $507,391 | $491,451 | -$15,940 | -3.14% | |
| Mendel Capital Management Llc | 0.22% | 3,203 | $494,606 | $488,553 | -$6,053 | -1.22% | |
| Bank Of New York Mellon Corp | 0.00% | 3,017 | $466,020 | $460,182 | -$5,838 | -1.25% | |
| Menora Mivtachim Holdings Ltd. | 0.00% | 2,865 | $442,471 | $436,998 | -$5,473 | -1.24% | |
| Certuity, Llc | 0.02% | 2,832 | $437,341 | $431,964 | -$5,377 | -1.23% | |
| Mitchell Sinkler & Starr/Pa | 0.17% | 2,625 | $413,350 | $400,390 | -$12,960 | -3.14% | |
| Johnson Investment Counsel Inc | 0.00% | 2,500 | $386,100 | $381,324 | -$4,776 | -1.24% |
Frequently asked questions about SHE
Who are the largest institutional holders of SHE?
The largest institutional holders of SHE reported in the latest SEC Form 13F filings include Rock Creek Group Llc, First Affirmative Financial Network, Morgan Stanley, Lpl Financial Llc, and Albion Financial Group. InsiderSet ranks institutional holders by their latest reported SHE position.
What is SHE institutional ownership?
This page tracks SHE positions reported by institutional investment managers through SEC Form 13F. SPDR MSCI USA GENDER DIVERSI (SHE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SHE?
InsiderSet currently tracks 130 institutional managers reporting SHE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SHE shareholders.
How much SHE stock do institutions own?
Institutional investment managers disclosed approximately $146.78M in SHE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SHE institutional ownership last updated?
The latest SHE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SHE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SHE position after the reporting date.
Are institutions buying or selling SHE?
Institutional buying and selling can be analyzed by comparing SHE positions across consecutive 13F reporting periods. InsiderSet's SHE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SHE ownership changes.
How has SHE institutional ownership changed over time?
InsiderSet tracks SHE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.