Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SPDR MSCI USA GE
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Number of holders
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111
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Total 13F shares, excl. options
-
685K
-
Shares change
-
-28.6K
-
Total reported value, excl. options
-
$85.5M
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Value change
-
-$3.4M
-
Number of buys
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44
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Number of sells
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-39
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Price
-
$124.82
Significant Holders of SPDR SERIES TRUST - SPDR MSCI USA GE (SHE) as of Q2 2025
119 filings reported holding SHE - SPDR SERIES TRUST - SPDR MSCI USA GE as of Q2 2025.
SPDR SERIES TRUST - SPDR MSCI USA GE (SHE) has 111 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 685K shares
.
Largest 10 shareholders include LPL Financial LLC (115K shares), MORGAN STANLEY (95.5K shares), BANK OF AMERICA CORP /DE/ (52.8K shares), JPMORGAN CHASE & CO (40.9K shares), Betterment LLC (37.3K shares), ALBION FINANCIAL GROUP /UT (35.4K shares), Cetera Investment Advisers (29.4K shares), UBS Group AG (23.2K shares), COMMONWEALTH EQUITY SERVICES, LLC (12.4K shares), and Royal Bank of Canada (12.3K shares).
This table shows the top 111 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.