SPDR MSCI USA GENDER DIVERSI (SHE) Top Institutional Shareholders
SPDR MSCI USA GENDER DIVERSI (SHE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $105.56M in SHE holdings during the latest filing period.
Rock Creek Group Llc is currently the largest disclosed institutional shareholder of SHE tracked by InsiderSet, reporting ownership valued at approximately $17.89M in its March 31, 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 $21.45M, representing an estimated gain of +19.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed SHE value among the investors covered in this analysis. Major shareholders include Rock Creek Group Llc, Morgan Stanley, First Affirmative Financial Network, 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
126
Total Reported Value
$105.56M
Largest Holder
Rock Creek Group Llc
Largest Position
$17.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
137
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 | 1.81% | 139,960 | $17,888,190 | $21,449,360 | +$3,561,170 | +19.91% | |
| Morgan Stanley | 0.00% | 93,220 | $11,914,598 | $14,286,291 | +$2,371,693 | +19.91% | |
| First Affirmative Financial Network | 5.59% | 93,214 | $11,880,903 | $14,285,372 | +$2,404,469 | +20.24% | |
| Lpl Financial Llc | 0.00% | 48,979 | $6,259,949 | $7,506,203 | +$1,246,254 | +19.91% | |
| Bank Of America Corp | 0.00% | 45,418 | $5,804,829 | $6,960,467 | +$1,155,638 | +19.91% | |
| Albion Financial Group | 0.37% | 44,692 | $5,712,068 | $6,849,205 | +$1,137,137 | +19.91% | |
| Geneos Wealth Management Inc. | 0.10% | 33,219 | $4,245,717 | $5,090,928 | +$845,211 | +19.91% | |
| Cetera Investment Advisers | 0.00% | 28,652 | $3,662,038 | $4,391,019 | +$728,981 | +19.91% | |
| Susquehanna International Group, Llp | 0.00% | 20,548 | $2,626,225 | $3,149,053 | +$522,828 | +19.91% | |
| Ubs Group Ag | 0.00% | 19,059 | $2,435,912 | $2,920,858 | +$484,946 | +19.91% | |
| Wells Fargo & Company/Mn | 0.00% | 12,336 | $1,576,655 | $1,890,535 | +$313,880 | +19.91% | |
| Royal Bank Of Canada | 0.00% | 12,322 | $1,575,000 | $1,888,390 | +$313,390 | +19.90% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,064 | $1,541,850 | $1,848,850 | +$307,000 | +19.91% | |
| Raymond James Financial Inc | 0.00% | 11,132 | $1,422,801 | $1,706,018 | +$283,217 | +19.91% | |
| Osaic Holdings, Inc. | 0.00% | 9,814 | $1,254,416 | $1,504,030 | +$249,614 | +19.90% | |
| Jones Financial Companies Lllp | 0.00% | 9,699 | $1,217,904 | $1,486,406 | +$268,502 | +22.05% | |
| Bell Investment Advisors, Inc | 0.13% | 6,739 | $861,326 | $1,032,775 | +$171,449 | +19.91% | |
| Gradient Investments Llc | 0.01% | 6,604 | $844,088 | $1,012,086 | +$167,998 | +19.90% | |
| Wealthfront Advisers Llc | 0.00% | 6,276 | $802,131 | $961,819 | +$159,688 | +19.91% | |
| Sei Investments Co | 0.00% | 6,209 | $793,570 | $951,551 | +$157,981 | +19.91% | |
| Wilmington Savings Fund Society, Fsb | 0.02% | 6,073 | $776,186 | $930,709 | +$154,523 | +19.91% | |
| Kestra Advisory Services, Llc | 0.00% | 5,837 | $745,974 | $894,541 | +$148,567 | +19.92% | |
| Citigroup Inc | 0.00% | 4,969 | $635,049 | $761,517 | +$126,468 | +19.91% | |
| Seeds Investor Llc | 0.08% | 4,265 | $580,808 | $653,626 | +$72,818 | +12.54% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 4,414 | $571,070 | $676,461 | +$105,391 | +18.45% | |
| Mercer Global Advisors Inc | 0.00% | 4,390 | $561,083 | $672,783 | +$111,700 | +19.91% | |
| Laurel Wealth Planning Llc | 0.28% | 4,221 | $539,484 | $646,883 | +$107,399 | +19.91% | |
| Napier Financial, Llc | 0.12% | 4,166 | $532,453 | $638,454 | +$106,001 | +19.91% | |
| Integrated Wealth Concepts Llc | 0.00% | 4,054 | $518,200 | $621,290 | +$103,090 | +19.89% | |
| South Shore Capital Advisors | 0.37% | 3,973 | $507,774 | $608,876 | +$101,102 | +19.91% | |
| Captrust Financial Advisors | 0.00% | 3,929 | $502,153 | $602,133 | +$99,980 | +19.91% | |
| Ameriprise Financial Inc | 0.00% | 3,558 | $497,063 | $545,276 | +$48,213 | +9.70% | |
| Fingerlakes Wealth Management, Inc. | 0.33% | 3,843 | $491,180 | $588,953 | +$97,773 | +19.91% | |
| Focus Partners Wealth | 0.00% | 3,742 | $478,263 | $573,475 | +$95,212 | +19.91% | |
| Ameritas Investment Partners, Inc. | 0.01% | 3,595 | $459,422 | $550,946 | +$91,524 | +19.92% | |
| Dynamic Advisor Solutions Llc | 0.01% | 3,575 | $456,918 | $547,881 | +$90,963 | +19.91% | |
| Cwc Advisors, Llc. | 0.20% | 3,259 | $416,517 | $499,453 | +$82,936 | +19.91% | |
| Winter & Associates, Inc. | 0.36% | 3,165 | $411,510 | $485,047 | +$73,537 | +17.87% | |
| Mendel Capital Management Llc | 0.21% | 3,202 | $409,230 | $490,718 | +$81,488 | +19.91% | |
| Focus Partners Advisor Solutions, Llc | 0.00% | 3,175 | $405,812 | $486,580 | +$80,768 | +19.90% | |
| Bank Of New York Mellon Corp | 0.00% | 3,018 | $385,717 | $462,519 | +$76,802 | +19.91% | |
| Simon Quick Advisors, Llc | 0.02% | 3,000 | $383,428 | $459,761 | +$76,333 | +19.91% | |
| Mariner, Llc | 0.00% | 2,892 | $369,661 | $443,209 | +$73,548 | +19.90% | |
| Certuity, Llc | 0.02% | 2,824 | $360,887 | $432,788 | +$71,901 | +19.92% | |
| Aprio Wealth Management, Llc | 0.02% | 2,797 | $357,529 | $428,650 | +$71,121 | +19.89% | |
| Mountain Capital Investment Advisors Inc. | 0.05% | 2,519 | $356,751 | $386,046 | +$29,295 | +8.21% | |
| Mitchell Sinkler & Starr/Pa | 0.15% | 2,625 | $335,499 | $402,290 | +$66,791 | +19.91% | |
| Hightower Advisors, Llc | 0.00% | 2,609 | $333,509 | $399,838 | +$66,329 | +19.89% | |
| Johnson Investment Counsel Inc | 0.00% | 2,500 | $319,523 | $383,134 | +$63,611 | +19.91% | |
| Fmr Llc | 0.00% | 2,469 | $315,612 | $378,383 | +$62,771 | +19.89% |
Frequently asked questions about SHE
Who owns the most SHE stock?
The largest holders of SHE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR MSCI USA GENDER DIVERSI (SHE).
Is SHE widely held by superinvestors?
Many widely followed stocks like SHE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SHE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.