Who owns SHE?
State Street SPDR MSCI USA Gender Diversity ETF · State Street
132 institutions reported holding SHE, worth $133.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SHE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Rock Creek Group LLC | Washington, DC | $21.6M | 139,960 | No change |
| Morgan Stanley | New York, NY | $14.5M | 93,648 | +428 shares |
| LPL Financial LLC | Fort Mill, SC | $7.8M | 50,344 | +1,365 shares |
| Albion Financial Group | Salt Lake City, UT | $7.2M | 46,408 | +1,716 shares |
| Betterment LLC | New York, NY | $6.1M | 39,239 | +66 shares |
| Bank of America Corp. | Charlotte, NC | $6.0M | 38,572 | −6,846 shares |
| JPMorgan Chase & Co | New York, NY | $5.8M | 37,500 | −3 shares |
| Geneos Wealth Management Inc. | Englewood, CO | $4.9M | 31,421 | −1,798 shares |
| Cetera Investment Advisers | Schaumburg, IL | $4.5M | 28,922 | +270 shares |
| National Philanthropic Trust | Jenkintown, PA | $3.9M | 25,243 | −259 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Compare what they hold: SHE vs STOX, SHE vs RSPF, SHE vs ESUM, SHE vs USEW.
Frequently asked questions
Who owns SHE?
132 institutional managers reported holding SHE in Form 13F filings for June 30, 2026, worth $133.4M in total. The largest reported position was held by Rock Creek Group LLC, at $21.6M.
Did institutions buy or sell SHE last quarter?
Reported 13F value rose 23.4% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SHE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.