SPDR SER TR SHE
SPDR MSCI USA GE · ETP · CUSIP 78468R747
133
institutional holders
+6 vs Q1 2026
1.0m
shares reported held*
$133.4mreported value*
18 new
39 added
32 reduced
9 sold out
net bought ≈ $2.6m (+161.6k 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 ≈ $132.27. Options: 1 managers hold calls ($1.7m notional), 0 hold puts (—).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 86 |
| Q4 2022 | 95 |
| Q1 2023 | 92 |
| Q2 2023 | 87 |
| Q3 2023 | 94 |
| Q4 2023 | 97 |
| Q1 2024 | 99 |
| Q2 2024 | 105 |
| Q3 2024 | 103 |
| Q4 2024 | 109 |
| Q1 2025 | 110 |
| Q2 2025 | 114 |
| Q3 2025 | 117 |
| Q4 2025 | 127 |
| Q1 2026 | 127 |
| Q2 2026 | 133 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 39 | 31 |
| Q4 2024 | 33 | 40 |
| Q1 2025 | 48 | 29 |
| Q2 2025 | 46 | 38 |
| Q3 2025 | 61 | 34 |
| Q4 2025 | 52 | 44 |
| Q1 2026 | 56 | 44 |
| Q2 2026 | 57 | 41 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $0 | $0 | — |
| Q2 2026 | $1.7m | $0 | 0.00 |
Biggest buyers
| Ellevest, Inc. | New | +144.8k |
| Cambridge Investment Research Advisors, Inc. | Added | +9.5k |
| CITADEL ADVISORS LLC | New | +5.9k |
| Portfolio Resources Advisor Group, Inc. | New | +3.6k |
| MENORA MIVTACHIM HOLDINGS LTD. | New | +2.9k |
| JONES FINANCIAL COMPANIES LLLP | Added | +2.6k |
| Integrated Wealth Concepts LLC | Added | +1.9k |
| OSAIC HOLDINGS, INC. | Added | +1.9k |
| ALBION FINANCIAL GROUP /UT | Added | +1.7k |
| CENTAURUS FINANCIAL, INC. | New | +1.6k |
Biggest sellers
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -7.1k |
| BANK OF AMERICA CORP /DE/ | Reduced | -6.8k |
| Mariner, LLC | Sold out | -2.9k |
| Mountain Capital Investment Advisors Inc. | Sold out | -2.5k |
| Cerity Partners LLC | Sold out | -1.9k |
| Geneos Wealth Management Inc. | Reduced | -1.8k |
| Winter & Associates, Inc. | Reduced | -1.3k |
| Focus Partners Advisor Solutions, LLC | Reduced | -1.3k |
| MAI Capital Management | Sold out | -772 |
| HighTower Advisors, LLC | Reduced | -666 |
Biggest calls
| Belvedere Trading LLC | New | $1.7m10.9k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Ellevest, Inc. 0.02% of their portfolio | 144.8k $144.8k | New |
| Rock Creek Group LLC 2.18% of their portfolio | 140.0k $21.6m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 93.6k $14.5m | Added +428 |
| LPL Financial LLC 0.00% of their portfolio | 50.3k $7.8m | Added +1.4k |
| ALBION FINANCIAL GROUP /UT 0.42% of their portfolio | 46.4k $7.2m | Added +1.7k |
| Betterment LLC 0.01% of their portfolio | 39.2k $6.1m | Added +66 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 38.6k $6.0m | Reduced -6.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 37.5k $5.8m | Reduced -3 |
| Geneos Wealth Management Inc. 0.10% of their portfolio | 31.4k $4.9m | Reduced -1.8k |
| Cetera Investment Advisers 0.00% of their portfolio | 28.9k $4.5m | Added +270 |
| National Philanthropic Trust 0.06% of their portfolio | 25.2k $3.9m | Reduced -259 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 19.6k $3.0m | Added +9.5k |
| UBS Group AG 0.00% of their portfolio | 18.7k $2.9m | Reduced -380 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 13.5k $2.1m | Reduced -7.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 13.3k $2.1m | Added +966 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 12.3k $1.9m | Added +2.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 12.2k $1.9m | Added +125 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 12.1k $1.9m | Reduced -207 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 11.7k $1.8m | Added +1.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 11.1k $1.7m | Added +15 |
| Gradient Investments LLC 0.01% of their portfolio | 6.8k $1.1m | Added +218 |
| Bell Investment Advisors, Inc 0.15% of their portfolio | 6.7k $1.0m | Reduced -42 |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 6.3k $980.1k | Added +509 |
| Wealthfront Advisers LLC 0.00% of their portfolio | 6.0k $934.4k | Reduced -226 |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 6.0k $924.6k | Added +1.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 5.9k $908.4k | New |
| Wilmington Savings Fund Society, FSB 0.02% of their portfolio | 5.7k $879.1k | Reduced -381 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 5.6k $861.9k | Reduced -628 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 5.4k $837.6k | Added +999 |
| CITIGROUP INC 0.00% of their portfolio | 5.0k $771.6k | Added +27 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 4.8k $737.0k | Added +1.2k |
| SEEDS INVESTOR LLC 0.07% of their portfolio | 4.7k $720.1k | Added +398 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 4.4k $676.8k | Reduced -8 |
| Laurel Wealth Planning LLC 0.29% of their portfolio | 4.2k $651.9k | Unchanged |
| Napier Financial, LLC 0.14% of their portfolio | 4.2k $649.6k | Added +40 |
| South Shore Capital Advisors 0.41% of their portfolio | 4.0k $619.1k | Added +36 |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 4.0k $610.3k | Added +23 |
| Fingerlakes Wealth Management, Inc. 0.32% of their portfolio | 3.9k $594.8k | Added +8 |
| Valmark Advisers, Inc. 0.01% of their portfolio | 3.8k $581.0k | Added +1.5k |
| Dynamic Advisor Solutions LLC 0.02% of their portfolio | 3.8k $580.4k | Added +183 |
| Focus Partners Wealth 0.00% of their portfolio | 3.7k $577.9k | Unchanged |
| Ameritas Investment Partners, Inc. 0.02% of their portfolio | 3.7k $571.1k | Added +103 |
| Portfolio Resources Advisor Group, Inc. 0.39% of their portfolio | 3.6k $455.6k | New |
| CWC Advisors, LLC. 0.22% of their portfolio | 3.2k $498.3k | Reduced -32 |
| Mendel Capital Management LLC 0.22% of their portfolio | 3.2k $494.6k | Added +1 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 3.0k $466.0k | Reduced -1 |
| SIMON QUICK ADVISORS, LLC 0.02% of their portfolio | 3.0k $463.3k | Unchanged |
| MENORA MIVTACHIM HOLDINGS LTD. 0.00% of their portfolio | 2.9k $442.5k | New |
| CERTUITY, LLC 0.02% of their portfolio | 2.8k $437.3k | Added +8 |
| Aprio Wealth Management, LLC 0.02% of their portfolio | 2.8k $429.9k | Reduced -13 |
| MITCHELL SINKLER & STARR/PA 0.17% of their portfolio | 2.6k $405.4k | Unchanged |
| JOHNSON INVESTMENT COUNSEL INC 0.00% of their portfolio | 2.5k $386.1k | Unchanged |
| Creative Planning 0.00% of their portfolio | 2.4k $377.4k | Added +186 |
| PITTENGER & ANDERSON INC 0.01% of their portfolio | 2.4k $375.3k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 2.4k $372.3k | Reduced -11 |
| FMR LLC 0.00% of their portfolio | 2.2k $345.5k | Reduced -232 |
| Clifford Group, LLC 0.24% of their portfolio | 2.2k $340.5k | Reduced -35 |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 2.2k $340.0k | Reduced -397 |
| KilterHowling LLC 0.15% of their portfolio | 2.2k $337.2k | Reduced -146 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 2.1k $330.7k | Reduced -16 |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 2.1k $331.0k | Added +12 |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 2.1k $323.8k | Added +188 |
| TRAPHAGEN INVESTMENT ADVISORS LLC 0.02% of their portfolio | 2.1k $321.2k | Added +4 |
| HighTower Advisors, LLC 0.00% of their portfolio | 1.9k $300.1k | Reduced -666 |
| Focus Partners Advisor Solutions, LLC 0.00% of their portfolio | 1.9k $296.6k | Reduced -1.3k |
| Grove Bank & Trust 0.03% of their portfolio | 1.9k $291.3k | Unchanged |
| Winter & Associates, Inc. 0.22% of their portfolio | 1.9k $291.0k | Reduced -1.3k |
| ASSETMARK, INC 0.00% of their portfolio | 1.7k $257.3k | Added +1 |
| White Lighthouse Investment Management Inc. 0.03% of their portfolio | 1.7k $256.4k | Unchanged |
| Sowell Financial Services LLC 0.01% of their portfolio | 1.7k $255.7k | Reduced -8 |
| Sincerus Advisory, LLC 0.17% of their portfolio | 1.6k $248.4k | Reduced -116 |
| Pathstone Holdings, LLC 0.00% of their portfolio | 1.6k $245.9k | Unchanged |
| CENTAURUS FINANCIAL, INC. 0.01% of their portfolio | 1.6k $245.0k | New |
| Baker Avenue Asset Management, LP 0.00% of their portfolio | 1.6k $243.7k | Unchanged |
| HOWE & RUSLING INC 0.01% of their portfolio | 1.6k $241.2k | Unchanged |
| Pearl Planning LLC 0.10% of their portfolio | 1.5k $226.4k | New |
| AMERICAN FINANCIAL & TAX STRATEGIES INC 0.10% of their portfolio | 1.4k $213.1k | New |
| Evanson Financial, LLC 0.01% of their portfolio | 1.4k $213.0k | First filing |
| SILVERLAKE WEALTH MANAGEMENT LLC 0.04% of their portfolio | 1.4k $212.6k | New |
| Vise Technologies, Inc. 0.00% of their portfolio | 1.4k $212.4k | New |
| PFG Investments, LLC 0.01% of their portfolio | 1.3k $207.4k | New |
| Rossby Financial, LCC 0.04% of their portfolio | 1.2k $192.3k | Added +398 |
| ABOUND FINANCIAL, LLC 0.07% of their portfolio | 1.2k $179.6k | Reduced -617 |
| PRIVATE TRUST CO NA 0.01% of their portfolio | 1.1k $177.0k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1.0k $156.6k | Reduced -33 |
| MJT & Associates Financial Advisory Group, Inc. 0.10% of their portfolio | 993 $153.4k | Reduced -119 |
| Vermillion Wealth Management, Inc. 0.04% of their portfolio | 984 $152.0k | Added +2 |
| Midway Capital Research & Management 0.11% of their portfolio | 865 $133.6k | Unchanged |
| BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio | 795 $122.8k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 724 $111.8k | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 700 $108.1k | Unchanged |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 617 $95.3k | Added +2 |
| Aptus Capital Advisors, LLC 0.00% of their portfolio | 561 $86.6k | Added +1 |
| Princeton Global Asset Management LLC 0.01% of their portfolio | 529 $81.8k | Added +1 |
| Godfrey Financial Associates, Inc. 0.06% of their portfolio | 490 $75.7k | Unchanged |
| MARSHALL INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 475 $73.4k | Added +1 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 437 $67.5k | Unchanged |
| AlphaCore Capital LLC 0.00% of their portfolio | 400 $61.8k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 350 $54.1k | Reduced -33 |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 320 $49.4k | New |