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SS Spdr Msci U Gend DIV ETF (SHE)

CUSIP: 78468R747 | NYSE | 320 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

First Affirmative Financial Network106,812
3.7% of portfolio›$16.8M
Albion Financial Group47,199
0.4% of portfolio›$7.4M
Commonwealth Equity Services, LLC11,904
0.0% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.8,575
0.0% of portfolio›$1.4K
Gradient Investments LLC7,059
0.0% of portfolio›$1.1M
Bell Investment Advisors, Inc6,634
0.2% of portfolio›$1.0M
Kestra Advisory Services, LLC6,305
0.0% of portfolio›$992.8K
Wilmington Savings Fund Society, FSB5,619
0.0% of portfolio›$884.8K
Wealth Enhancement Advisory Services, LLC4,811
0.0% of portfolio›$762.9K
Citigroup Inc4,307
0.0% of portfolio›$678.1K
Laurel Wealth Planning LLC4,178
0.3% of portfolio›$657.9K
Aprio Wealth Management, LLC4,169
0.0% of portfolio›$656.4K
South Shore Capital Advisors3,909
0.4% of portfolio›$615.5K
Dynamic Advisor Solutions LLC3,853
0.0% of portfolio›$606.7K
Fingerlakes Wealth Management, Inc.3,701
0.3% of portfolio›$582.8K
Portfolio Resources Advisor Group, Inc.3,565
0.5% of portfolio›$550.6K
CWC Advisors, Llc.3,222
0.2% of portfolio›$507.4K
Certuity, LLC2,841
0.0% of portfolio›$447.3K
Mitchell Sinkler & Starr2,625
0.2% of portfolio›$413.4K
Creative Planning2,441
0.0% of portfolio›$384.3K
Pittenger & Anderson Inc2,440
0.0% of portfolio›$384.2K
Truist Financial Corp2,088
0.0% of portfolio›$328.8K
Traphagen Investment Advisors LLC2,083
0.0% of portfolio›$328.1K
71 West Capital Partners1,894
0.0% of portfolio›$298.2K
Grove Bank & Trust1,886
0.0% of portfolio›$297.0K
White Lighthouse Investment Management Inc.1,660
0.0% of portfolio›$261.4K
Winter & Associates, Inc.1,630
0.2% of portfolio›$254.7K
Assetmark, Inc1,628
0.0% of portfolio›$256.4K
Sowell Financial Services LLC1,623
0.0% of portfolio›$255.5K
Sincerus Advisory, LLC1,593
0.2% of portfolio›$250.8K
Monument Group Wealth Advisors, LLC1,550
0.1% of portfolio›$244.1K
Simon Quick Advisors, LLC1,500
0.0% of portfolio›$236.2K
Pearl Planning LLC1,466
0.1% of portfolio›$230.8K
Evanson Financial, LLC1,384
0.0% of portfolio›$217.9K
American Financial & TAX Strategies Inc1,380
0.1% of portfolio›$217.3K
Vise Technologies, Inc.1,378
0.0% of portfolio›$217.1K
Silverlake Wealth Management LLC1,282
0.0% of portfolio›$201.9K
MJT & Associates Financial Advisory Group, Inc.1,028
0.1% of portfolio›$161.9K
Vermillion Wealth Management, Inc.986
0.2% of portfolio›$155.3K
Root Financial Partners, LLC587
0.0% of portfolio›$92.4K
Princeton Global Asset Management LLC531
0.0% of portfolio›$83.6K
AlphaCore Capital LLC400
0.0% of portfolio›$63.0K
Ascentis Independent Advisors120
0.0% of portfolio›$18.9K
Golden State Wealth Management, LLC118
0.0% of portfolio›$18.6K
Farther Finance Advisors, LLC107
0.0% of portfolio›$16.8K
SBI Securities Co., Ltd.100
0.0% of portfolio›$15.7K
Lodestone Wealth Management LLC30
0.0% of portfolio›$4.7K
Asset Dedication, LLC12
0.0% of portfolio›$1.9K
Parallel Advisors, LLC11
0.0% of portfolio›$1.7K
Wolff Wiese Magana LLC10
0.0% of portfolio›$1.6K
Triumph Capital Management2
0.0% of portfolio›$315
Redwood Park Advisors LLC1
0.0% of portfolio›$158
StyleTurnoverLocationFiled
First Affirmative Financial Network
106,812$16.8M3.7%CoreN/AColorado Springs, CO2026-10-21
Albion Financial Group
47,199$7.4M0.4%GrowthLowSalt Lake City, UT2026-10-21
Commonwealth Equity Services, LLC
11,904$1.9M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
8,575$1.4K0.0%ETFLowFairfield, IA2026-11-02
Gradient Investments LLC
7,059$1.1M0.0%CoreMediumArden Hills, MN2026-10-08
Bell Investment Advisors, Inc
6,634$1.0M0.2%ETFVery LowOrinda, CA2026-10-29
Kestra Advisory Services, LLC
6,305$992.8K0.0%CoreLowAustin, TX2026-11-02
Wilmington Savings Fund Society, FSB
5,619$884.8K0.0%CoreLowWilmington, DE2026-10-23
Wealth Enhancement Advisory Services, LLC
4,811$762.9K0.0%CoreLowPlymouth, MN2026-10-13
Citigroup Inc
4,307$678.1K0.0%CoreMediumNew York, NY2026-11-04
Laurel Wealth Planning LLC
4,178$657.9K0.3%ETFLowEdina, MN2026-11-02
Aprio Wealth Management, LLC
4,169$656.4K0.0%ETFMediumAtlanta, GA2026-10-28
South Shore Capital Advisors
3,909$615.5K0.4%CoreMediumCohasset, MA2026-10-20
Dynamic Advisor Solutions LLC
3,853$606.7K0.0%ETFLowPhoenix, AZ2026-10-13
Fingerlakes Wealth Management, Inc.
3,701$582.8K0.3%ETFVery LowIthaca, NY2026-11-04
Portfolio Resources Advisor Group, Inc.
3,565$550.6K0.5%ETFMediumCoral Gables, FL2026-10-20
CWC Advisors, Llc.
3,222$507.4K0.2%GARPLowLake Oswego, OR2026-10-15
Certuity, LLC
2,841$447.3K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Mitchell Sinkler & Starr
2,625$413.4K0.2%CoreVery LowPhiladelphia, PA2026-10-13
Creative Planning
2,441$384.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Pittenger & Anderson Inc
2,440$384.2K0.0%CoreLowLincoln, NE2026-11-02
Truist Financial Corp
2,088$328.8K0.0%CoreLowCharlotte, NC2026-10-30
Traphagen Investment Advisors LLC
2,083$328.1K0.0%ETFLowOradell, NJ2026-10-14
71 West Capital Partners
1,894$298.2K0.0%IndexVery LowBoston, MA2026-11-04
Grove Bank & Trust
1,886$297.0K0.0%ETFLowMiami, FL2026-10-08
White Lighthouse Investment Management Inc.
1,660$261.4K0.0%ETFVery LowBedford, MA2026-10-21
Winter & Associates, Inc.
1,630$254.7K0.2%ETFMediumSt. Paul, MN2026-10-23
Assetmark, Inc
1,628$256.4K0.0%ETFLowConcord, CA2026-10-21
Sowell Financial Services LLC
1,623$255.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
Sincerus Advisory, LLC
1,593$250.8K0.2%ETFVery LowNew York, NY2026-10-09
Monument Group Wealth Advisors, LLC
1,550$244.1K0.1%ETFHighConcord, MA2026-10-21
Simon Quick Advisors, LLC
1,500$236.2K0.0%ETFLowMorristown, NJ2026-10-26
Pearl Planning LLC
1,466$230.8K0.1%ETFLowDexter, MI2026-10-13
Evanson Financial, LLC
1,384$217.9K0.0%ETFN/AMclean, VA2026-10-23
American Financial & TAX Strategies Inc
1,380$217.3K0.1%ETFVery LowNew York, NY2026-10-16
Vise Technologies, Inc.
1,378$217.1K0.0%IndexLowNew York, NY2026-10-29
Silverlake Wealth Management LLC
1,282$201.9K0.0%ETFLowWilliston, VT2026-10-21
MJT & Associates Financial Advisory Group, Inc.
1,028$161.9K0.1%ETFLowMontevideo, MN2026-10-07
Vermillion Wealth Management, Inc.
986$155.3K0.2%ValueLowRosemount, MN2026-10-26
Root Financial Partners, LLC
587$92.4K0.0%ETFMediumEncinitas, CA2026-10-21
Princeton Global Asset Management LLC
531$83.6K0.0%GrowthLowPrinceton, NJ2026-10-21
AlphaCore Capital LLC
400$63.0K0.0%ETFLowLa Jolla, CA2026-11-04
Ascentis Independent Advisors
120$18.9K0.0%ETFLowDallas, TX2026-11-03
Golden State Wealth Management, LLC
118$18.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Farther Finance Advisors, LLC
107$16.8K0.0%IndexLowSan Francisco, CA2026-10-08
SBI Securities Co., Ltd.
100$15.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Lodestone Wealth Management LLC
30$4.7K0.0%CoreLowSpokane, WA2026-10-14
Asset Dedication, LLC
12$1.9K0.0%ETFLowSan Francisco, CA2026-11-03
Parallel Advisors, LLC
11$1.7K0.0%IndexLowSan Francisco, CA2026-11-03
Wolff Wiese Magana LLC
10$1.6K0.0%GrowthLowCarslbad, CA2026-10-15
Triumph Capital Management
2$3150.0%ETFMediumDenver, CO2026-10-14
Redwood Park Advisors LLC
1$1580.0%ETFVery LowRedwood City, CA2026-11-02