Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SPDR MSCI USA GE
-
Total 13F shares
-
75,020
-
Share change
-
+6,089
-
Total reported value
-
$9,926,046
-
Price per share
-
$132.07
-
Number of holders
-
16
-
Value change
-
+$804,275
-
Number of buys
-
9
-
Number of sells
-
3
Institutional Holders of SPDR SERIES TRUST - SPDR MSCI USA GE (SHE) as of Q4 2025
As of 31 Dec 2025,
SPDR SERIES TRUST - SPDR MSCI USA GE (SHE) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
75,020 shares.
The largest 10 holders included
ALBION FINANCIAL GROUP /UT, Gradient Investments LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, South Shore Capital Advisors, Dynamic Advisor Solutions LLC, Grove Bank & Trust, Sowell Financial Services LLC, SILVERLAKE WEALTH MANAGEMENT LLC, Sincerus Advisory, LLC, and Monument Group Wealth Advisors, LLC.
This page lists
16
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.