SPDR MSCI USA GENDER DIVERSI (SHE) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $140.04M 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 $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 $21.98M, representing an estimated gain of +1.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% 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
131
Total Reported Value
$140.04M
Largest Holder
Rock Creek Group Llc
Largest Position
$21.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
151
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 | $21,982,901 | +$367,479 | +1.70% | |
| Morgan Stanley | 0.00% | 93,648 | $14,463,190 | $14,708,879 | +$245,689 | +1.70% | |
| First Affirmative Financial Network | 5.59% | 93,214 | $11,880,903 | $14,640,713 | +$2,759,810 | +23.23% | |
| Lpl Financial Llc | 0.00% | 50,344 | $7,775,151 | $7,907,311 | +$132,160 | +1.70% | |
| Albion Financial Group | 0.42% | 46,408 | $7,167,193 | $7,289,100 | +$121,907 | +1.70% | |
| Betterment Llc | 0.01% | 39,239 | $6,060,000 | $6,163,097 | +$103,097 | +1.70% | |
| Bank Of America Corp | 0.00% | 38,572 | $5,957,060 | $6,058,334 | +$101,274 | +1.70% | |
| Jpmorgan Chase & Co | 0.00% | 37,500 | $5,757,187 | $5,889,960 | +$132,773 | +2.31% | |
| Geneos Wealth Management Inc. | 0.10% | 31,421 | $4,852,659 | $4,935,158 | +$82,499 | +1.70% | |
| Cetera Investment Advisers | 0.00% | 28,922 | $4,466,670 | $4,542,651 | +$75,981 | +1.70% | |
| National Philanthropic Trust | 0.06% | 25,243 | $3,898,529 | $3,964,807 | +$66,278 | +1.70% | |
| Ubs Group Ag | 0.00% | 18,679 | $2,884,785 | $2,933,828 | +$49,043 | +1.70% | |
| Susquehanna International Group, Llp | 0.00% | 13,470 | $2,080,307 | $2,115,674 | +$35,367 | +1.70% | |
| Royal Bank Of Canada | 0.00% | 13,288 | $2,052,000 | $2,087,088 | +$35,088 | +1.71% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,189 | $1,882,420 | $1,914,473 | +$32,053 | +1.70% | |
| Jones Financial Companies Lllp | 0.00% | 12,303 | $1,881,690 | $1,932,378 | +$50,688 | +2.69% | |
| Wells Fargo & Company/Mn | 0.00% | 12,129 | $1,873,203 | $1,905,049 | +$31,846 | +1.70% | |
| Osaic Holdings, Inc. | 0.00% | 11,743 | $1,813,890 | $1,844,421 | +$30,531 | +1.68% | |
| Raymond James Financial Inc | 0.00% | 11,147 | $1,721,522 | $1,750,810 | +$29,288 | +1.70% | |
| Gradient Investments Llc | 0.01% | 6,822 | $1,053,520 | $1,071,502 | +$17,982 | +1.71% | |
| Kestra Advisory Services, Llc | 0.00% | 6,346 | $980,091 | $996,738 | +$16,647 | +1.70% | |
| Wealthfront Advisers Llc | 0.00% | 6,050 | $934,362 | $950,247 | +$15,885 | +1.70% | |
| Citadel Advisors Llc | 0.00% | 5,882 | $908,416 | $923,860 | +$15,444 | +1.70% | |
| Wilmington Savings Fund Society, Fsb | 0.02% | 5,692 | $879,073 | $894,017 | +$14,944 | +1.70% | |
| Sei Investments Co | 0.00% | 5,581 | $861,920 | $876,583 | +$14,663 | +1.70% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 5,413 | $837,567 | $850,196 | +$12,629 | +1.51% | |
| Citigroup Inc | 0.00% | 4,996 | $771,603 | $784,700 | +$13,097 | +1.70% | |
| Ameriprise Financial Inc | 0.00% | 4,765 | $737,021 | $748,418 | +$11,397 | +1.55% | |
| Seeds Investor Llc | 0.07% | 4,663 | $720,116 | $732,397 | +$12,281 | +1.71% | |
| Integrated Wealth Concepts Llc | 0.00% | 4,396 | $678,844 | $690,460 | +$11,616 | +1.71% | |
| Mercer Global Advisors Inc | 0.00% | 4,382 | $676,756 | $688,261 | +$11,505 | +1.70% | |
| Laurel Wealth Planning Llc | 0.29% | 4,221 | $651,892 | $662,974 | +$11,082 | +1.70% | |
| Napier Financial, Llc | 0.14% | 4,206 | $649,573 | $660,618 | +$11,045 | +1.70% | |
| South Shore Capital Advisors | 0.41% | 4,009 | $619,135 | $629,676 | +$10,541 | +1.70% | |
| Captrust Financial Advisors | 0.00% | 3,952 | $610,335 | $620,723 | +$10,388 | +1.70% | |
| Fingerlakes Wealth Management, Inc. | 0.32% | 3,851 | $594,795 | $604,860 | +$10,065 | +1.69% | |
| Valmark Advisers, Inc. | 0.01% | 3,762 | $581,003 | $590,881 | +$9,878 | +1.70% | |
| Dynamic Advisor Solutions Llc | 0.02% | 3,758 | $580,386 | $590,253 | +$9,867 | +1.70% | |
| Focus Partners Wealth | 0.00% | 3,742 | $577,915 | $587,739 | +$9,824 | +1.70% | |
| Ameritas Investment Partners, Inc. | 0.02% | 3,698 | $571,127 | $580,829 | +$9,702 | +1.70% | |
| Cwc Advisors, Llc. | 0.22% | 3,227 | $498,306 | $506,851 | +$8,545 | +1.71% | |
| Mendel Capital Management Llc | 0.22% | 3,203 | $494,606 | $503,081 | +$8,475 | +1.71% | |
| Bank Of New York Mellon Corp | 0.00% | 3,017 | $466,020 | $473,867 | +$7,847 | +1.68% | |
| Simon Quick Advisors, Llc | 0.02% | 3,000 | $463,320 | $471,197 | +$7,877 | +1.70% | |
| Portfolio Resources Advisor Group, Inc. | 0.39% | 3,565 | $455,640 | $559,939 | +$104,299 | +22.89% | |
| Menora Mivtachim Holdings Ltd. | 0.00% | 2,865 | $442,471 | $449,993 | +$7,522 | +1.70% | |
| Certuity, Llc | 0.02% | 2,832 | $437,341 | $444,810 | +$7,469 | +1.71% | |
| Aprio Wealth Management, Llc | 0.02% | 2,784 | $429,916 | $437,271 | +$7,355 | +1.71% | |
| Mitchell Sinkler & Starr/Pa | 0.17% | 2,625 | $405,405 | $412,297 | +$6,892 | +1.70% | |
| Johnson Investment Counsel Inc | 0.00% | 2,500 | $386,100 | $392,664 | +$6,564 | +1.70% |
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.