Vault-13

SPDR SER TR SHE

SPDR MSCI USA GE · ETP · CUSIP 78468R747

127 institutional holders +0 vs Q4 2025
956,991957.0k shares reported held*
$122.3mreported value*
10 new 46 added 33 reduced 11 sold out net sold ≈ $6.8m (-53.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $127.82.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 86Q4 22: 95Q1 23: 92Q2 23: 87Q3 23: 94Q4 23: 97Q1 24: 99Q2 24: 105Q3 24: 103Q4 24: 109Q1 25: 110Q2 25: 114Q3 25: 117Q4 25: 127Q1 26: 127127Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202286
Q4 202295
Q1 202392
Q2 202387
Q3 202394
Q4 202397
Q1 202499
Q2 2024105
Q3 2024103
Q4 2024109
Q1 2025110
Q2 2025114
Q3 2025117
Q4 2025127
Q1 2026127

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 42 bought or addedQ2 24: 29 cut or sold outQ3 24: 39 bought or addedQ3 24: 31 cut or sold outQ3 24Q4 24: 33 bought or addedQ4 24: 40 cut or sold outQ1 25: 48 bought or addedQ1 25: 29 cut or sold outQ1 25Q2 25: 46 bought or addedQ2 25: 38 cut or sold outQ3 25: 61 bought or addedQ3 25: 34 cut or sold outQ3 25Q4 25: 52 bought or addedQ4 25: 44 cut or sold outQ1 26: 56 bought or addedQ1 26: 44 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244229
Q3 20243931
Q4 20243340
Q1 20254829
Q2 20254638
Q3 20256134
Q4 20255244
Q1 20265644

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +17,581+17.6k
Napier Financial, LLC New +4,166+4.2k
JONES FINANCIAL COMPANIES LLLP Added +3,496+3.5k
Ameritas Investment Partners, Inc. Added +2,909+2.9k
Cerity Partners LLC New +1,904+1.9k
Betterment LLC Added +1,229+1.2k
National Philanthropic Trust Added +1,162+1.2k
Integrated Wealth Concepts LLC Added +990+990
RAYMOND JAMES FINANCIAL INC Added +885+885
Midway Capital Research & Management New +865+865

Biggest sellers

LPL Financial LLC Reduced -72,383-72.4k
MORGAN STANLEY Reduced -2,594-2.6k
UBS Group AG Reduced -2,359-2.4k
BANK OF AMERICA CORP /DE/ Reduced -1,722-1.7k
SILVERLAKE WEALTH MANAGEMENT LLC Sold out -1,608-1.6k
AMERIPRISE FINANCIAL INC Reduced -1,584-1.6k
MENORA MIVTACHIM HOLDINGS LTD. Sold out -1,554-1.6k
Monument Group Wealth Advisors, LLC Sold out -1,550-1.6k
CENTAURUS FINANCIAL, INC. Sold out -1,508-1.5k
Mountain Capital Investment Advisors Inc. Reduced -1,148-1.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Rock Creek Group LLC 1.81% of their portfolio Washington, DC 139,960140.0k $17.9m $17.9m 1.81% Unchanged
2 First Affirmative Financial Network 5.44% of their portfolio COLORADO SPRINGS, CO 109,662109.7k $14.0m $14.0m 5.44% First filing
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 93,22093.2k $11.9m $11.9m 0.00% Reduced -2.6k -2,594
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 48,97949.0k $6.3m $6.3m 0.00% Reduced -72.4k -72,383
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 45,41845.4k $5.8m $5.8m 0.00% Reduced -1.7k -1,722
6 ALBION FINANCIAL GROUP /UT 0.37% of their portfolio SALT LAKE CITY, UT 44,69244.7k $5.7m $5.7m 0.37% Reduced -380 -380
7 Betterment LLC 0.01% of their portfolio NEW YORK, NY 39,17339.2k $5.0m $5.0m 0.01% Added +1.2k +1,229
8 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 37,50337.5k $4.7m $4.7m 0.00% Reduced -28 -28
9 Geneos Wealth Management Inc. 0.10% of their portfolio ENGLEWOOD, CO 33,21933.2k $4.2m $4.2m 0.10% Added +138 +138
10 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 28,65228.7k $3.7m $3.7m 0.00% Reduced -320 -320
11 National Philanthropic Trust 0.03% of their portfolio Jenkintown, PA 25,50225.5k $3.3m $3.3m 0.03% Added +1.2k +1,162
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,54820.5k $2.6m $2.6m 0.00% Added +17.6k +17,581
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 19,05919.1k $2.4m $2.4m 0.00% Reduced -2.4k -2,359
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 12,33612.3k $1.6m $1.6m 0.00% Added +470 +470
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 12,32212.3k $1.6m $1.6m 0.00% Added +655 +655
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 12,06412.1k $1.5m $1.5m 0.00% Added +79 +79
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 11,13211.1k $1.4m $1.4m 0.00% Added +885 +885
18 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,02310.0k $1.3m $1.3m 0.00% Added +125 +125
19 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,8149.8k $1.3m $1.3m 0.00% Reduced -1.0k -1,047
20 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 9,6999.7k $1.2m $1.2m 0.00% Added +3.5k +3,496
21 Bell Investment Advisors, Inc 0.13% of their portfolio ORINDA, CA 6,7396.7k $861.3k $861.3k 0.13% Added +280 +280
22 Gradient Investments LLC 0.01% of their portfolio ARDEN HILLS, MN 6,6046.6k $844.1k $844.1k 0.01% Reduced -103 -103
23 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 6,2766.3k $802.1k $802.1k 0.00% Added +116 +116
24 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 6,2096.2k $793.6k $793.6k 0.00% Added +5 +5
25 Wilmington Savings Fund Society, FSB 0.02% of their portfolio WILMINGTON, DE 6,0736.1k $776.2k $776.2k 0.02% Added +15 +15
26 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 5,8375.8k $746.0k $746.0k 0.00% Reduced -5 -5
27 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 4,9695.0k $635.0k $635.0k 0.00% Added +429 +429
28 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,4144.4k $571.1k $571.1k 0.00% Reduced -1.1k -1,094
29 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 4,3904.4k $561.1k $561.1k 0.00% Reduced -241 -241
30 SEEDS INVESTOR LLC 0.08% of their portfolio NEW YORK, NY 4,2654.3k $580.8k $580.8k 0.08% Added +649 +649
31 Laurel Wealth Planning LLC 0.28% of their portfolio EDINA, MN 4,2214.2k $539.5k $539.5k 0.28% Reduced -490 -490
32 Napier Financial, LLC 0.12% of their portfolio BRAINTREE, MA 4,1664.2k $532.5k $532.5k 0.12% New
33 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 4,0544.1k $518.2k $518.2k 0.00% Added +990 +990
34 South Shore Capital Advisors 0.37% of their portfolio COHASSET, MA 3,9734.0k $507.8k $507.8k 0.37% Added +38 +38
35 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 3,9293.9k $502.2k $502.2k 0.00% Added +66 +66
36 Fingerlakes Wealth Management, Inc. 0.33% of their portfolio ITHACA, NY 3,8433.8k $491.2k $491.2k 0.33% Reduced -51 -51
37 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 3,7423.7k $478.3k $478.3k 0.00% Added +202 +202
38 Ameritas Investment Partners, Inc. 0.01% of their portfolio LINCOLN, NE 3,5953.6k $459.4k $459.4k 0.01% Added +2.9k +2,909
39 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 3,5753.6k $456.9k $456.9k 0.01% Added +180 +180
40 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 3,5583.6k $497.1k $497.1k 0.00% Reduced -1.6k -1,584
41 CWC Advisors, LLC. 0.20% of their portfolio LAKE OSWEGO, OR 3,2593.3k $416.5k $416.5k 0.20% Added +1 +1
42 Mendel Capital Management LLC 0.21% of their portfolio LITTLE ROCK, AR 3,2023.2k $409.2k $409.2k 0.21% First filing
43 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 3,1753.2k $405.8k $405.8k 0.00% Reduced -69 -69
44 Winter & Associates, Inc. 0.36% of their portfolio ST. PAUL, MN 3,1653.2k $411.5k $411.5k 0.36% Reduced -43 -43
45 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 3,0183.0k $385.7k $385.7k 0.00% Added +200 +200
46 SIMON QUICK ADVISORS, LLC 0.02% of their portfolio MORRISTOWN, NJ 3,0003.0k $383.4k $383.4k 0.02% Unchanged
47 Mariner, LLC 0.00% of their portfolio Overland Park, KS 2,8922.9k $369.7k $369.7k 0.00% Reduced -115 -115
48 CERTUITY, LLC 0.02% of their portfolio NORTH PALM BEACH, FL 2,8242.8k $360.9k $360.9k 0.02% Added +8 +8
49 Aprio Wealth Management, LLC 0.02% of their portfolio ATLANTA, GA 2,7972.8k $357.5k $357.5k 0.02% Reduced -12 -12
50 MITCHELL SINKLER & STARR/PA 0.15% of their portfolio PHILADELPHIA, PA 2,6252.6k $335.5k $335.5k 0.15% Unchanged
51 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 2,6092.6k $333.5k $333.5k 0.00% Added +152 +152
52 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 2,5982.6k $332.0k $332.0k 0.00% Added +786 +786
53 Mountain Capital Investment Advisors Inc. 0.05% of their portfolio WESTMINSTER, CO 2,5192.5k $356.8k $356.8k 0.05% Reduced -1.1k -1,148
54 JOHNSON INVESTMENT COUNSEL INC 0.00% of their portfolio Cincinnati, OH 2,5002.5k $319.5k $319.5k 0.00% Unchanged
55 FMR LLC 0.00% of their portfolio BOSTON, MA 2,4692.5k $315.6k $315.6k 0.00% Reduced -116 -116
56 PITTENGER & ANDERSON INC 0.01% of their portfolio LINCOLN, NE 2,4302.4k $310.6k $310.6k 0.01% Unchanged
57 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 2,4222.4k $309.5k $309.5k 0.00% Reduced -801 -801
58 KilterHowling LLC 0.15% of their portfolio BOULDER, CO 2,3292.3k $297.6k $297.6k 0.15% Added +223 +223
59 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 2,2922.3k $292.9k $292.9k 0.00% Reduced -40 -40
60 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 2,2582.3k $288.6k $288.6k 0.00% Added +260 +260
61 Clifford Group, LLC 0.22% of their portfolio WAYLAND, MA 2,2402.2k $286.3k $286.3k 0.22% Added +219 +219
62 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 2,1572.2k $275.7k $275.7k 0.00% Added +143 +143
63 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 2,1282.1k $272.0k $272.0k 0.00% Added +500 +500
64 TRAPHAGEN INVESTMENT ADVISORS LLC 0.02% of their portfolio ORADELL, NJ 2,0762.1k $265.4k $265.4k 0.02% Reduced -25 -25
65 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 1,9081.9k $243.9k $243.9k 0.00% Added +12 +12
66 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 1,9041.9k $243.3k $243.3k 0.00% New
67 Grove Bank & Trust 0.03% of their portfolio Miami, FL 1,8861.9k $241.0k $241.0k 0.03% Unchanged
68 ABOUND FINANCIAL, LLC 0.10% of their portfolio GRANITE BAY, CA 1,7801.8k $227.5k $227.5k 0.10% Reduced -108 -108
69 Sincerus Advisory, LLC 0.17% of their portfolio NEW YORK, NY 1,7241.7k $220.3k $220.3k 0.17% Added +150 +150
70 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,6651.7k $212.8k $212.8k 0.00% Reduced -112 -112
71 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 1,6641.7k $212.7k $212.7k 0.01% Reduced -53 -53
72 White Lighthouse Investment Management Inc. 0.03% of their portfolio BEDFORD, MA 1,6601.7k $212.1k $212.1k 0.03% Added +2 +2
73 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 1,5921.6k $203.5k $203.5k 0.00% Reduced -150 -150
74 Baker Avenue Asset Management, LP 0.00% of their portfolio SAN FRANCISCO, CA 1,5781.6k $201.7k $201.7k 0.00% Unchanged
75 HOWE & RUSLING INC 0.01% of their portfolio ROCHESTER, NY 1,5621.6k $199.6k $199.6k 0.01% Unchanged
76 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,1461.1k $146.5k $146.5k 0.01% Unchanged
77 MJT & Associates Financial Advisory Group, Inc. 0.10% of their portfolio MONTEVIDEO, MN 1,1121.1k $142.1k $142.1k 0.10% Added +1 +1
78 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,0471.0k $133.8k $133.8k 0.00% Added +2 +2
79 Vermillion Wealth Management, Inc. 0.05% of their portfolio ROSEMOUNT, MN 982982 $125.5k $125.5k 0.05% Added +2 +2
80 Midway Capital Research & Management 0.10% of their portfolio CHICAGO, IL 865865 $110.6k $110.6k 0.10% New
81 Rossby Financial, LCC 0.02% of their portfolio MELBOURNE, FL 847847 $109.2k $109.2k 0.02% Added +72 +72
82 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 795795 $113.7k $113.7k 0.00% Added +225 +225
83 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 772772 $98.7k $98.7k 0.00% Unchanged
84 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 724724 $92.5k $92.5k 0.00% Unchanged
85 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 700700 $89.5k $89.5k 0.00% Unchanged
86 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 615615 $78.6k $78.6k 0.00% New
87 Root Financial Partners, LLC 0.00% of their portfolio ENCINITAS, CA 587587 $75.0k $75.0k 0.00% Unchanged
88 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 560560 $71.6k $71.6k 0.00% Added +28 +28
89 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 556556 $71.1k $71.1k 0.00% Added +1 +1
90 Evelyn Partners Asset Management Ltd 0.02% of their portfolio London, X0 531531 $67.9k $67.9k 0.02% Unchanged
91 Princeton Global Asset Management LLC 0.01% of their portfolio PRINCETON, NJ 528528 $67.5k $67.5k 0.01% Added +1 +1
92 CWM, LLC 0.00% of their portfolio OMAHA, NE 497497 $63.5k $63.5k 0.00% Reduced -517 -517
93 Godfrey Financial Associates, Inc. 0.05% of their portfolio GLENMONT, NY 490490 $62.7k $62.7k 0.05% Reduced -13 -13
94 MARSHALL INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio LITTLETON, CO 474474 $60.5k $60.5k 0.03% New
95 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 437437 $55.9k $55.9k 0.00% Unchanged
96 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 400400 $51.1k $51.1k 0.00% Unchanged
97 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 383383 $49.0k $49.0k 0.00% Reduced -51 -51
98 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 290290 $37.1k $37.1k 0.00% Added +8 +8
99 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 231231 $29.5k $29.5k 0.00% Unchanged
100 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 221221 $28.5k $28.5k 0.00% Unchanged