SHE institutional holders

State Street SPDR MSCI USA Gender Diversity ETF · 139 reporting institutions · $137.7M reported value

Funds that can replace SHE · SHE return decomposition

Institutional holdings

Institutions reporting SHE, largest first
InstitutionReported positionAdvisors at firmReport period
Rock Creek Group LLC$21.6M02026-06-30
Morgan Stanley$14.5M23,1852026-06-30
First Affirmative Financial Network$14M132026-03-31
Lpl Financial LLC$7.8M23,4582026-06-30
Albion Financial Group /ut$7.2M02026-06-30
Bank of America Corp /de$6M02026-06-30
Jpmorgan Chase & Co$5.8M02026-06-30
Geneos Wealth Management, Inc.$4.9M1932026-06-30
Cetera Investment Advisers$4.5M10,3702026-06-30
National Philanthropic Trust$3.9M02026-06-30
UBS Group AG$2.9M02026-06-30
Susquehanna International Group, LLP$2.1M02026-06-30
Royal Bank of Canada$2.1M02026-06-30
Commonwealth Equity Services, LLC$1.9M2,8632026-06-30
Jones Financial Companies LLLP$1.9M02026-06-30
Wells Fargo & Company/mn$1.9M02026-06-30
Osaic Holdings, Inc.$1.8M02026-06-30
Raymond James Financial Inc$1.7M02026-06-30
Gradient Investments, LLC$1.1M312026-06-30
Bell Investment Advisors, Inc$1M92026-06-30
Kestra Advisory Services, LLC$980.1K1,4792026-06-30
Wealthfront Advisers LLC$934.4K402026-06-30
Integrated Wealth Concepts LLC$924.6K4802026-06-30
Citadel Advisors LLC$908.4K02026-06-30
Wilmington Savings Fund Society, Fsb$879.1K02026-06-30
Sei Investments Co$861.9K02026-06-30
Wealth Enhancement Advisory Services, LLC$837.6K1,0262026-06-30
Citigroup Inc$771.6K02026-06-30
Ameriprise Financial Inc$737K02026-06-30
Seeds Investor LLC$720.1K32026-06-30
Mercer Global Advisors Inc /adv$676.8K02026-06-30
Laurel Wealth Planning LLC$651.9K62026-06-30
Napier Financial$649.6K92026-06-30
South Shore Capital Advisors$619.1K32026-06-30
Captrust Financial Advisors$610.3K9622026-06-30
Fingerlakes Wealth Management, Inc.$594.8K42026-06-30
Valmark Advisers, Inc.$581K2952026-06-30
Dynamic$580.4K752026-06-30
Focus Partners Wealth$577.9K1,0482026-06-30
Ameritas Investment Partners, Inc.$571.1K72026-06-30
Cwc Advisors, Llc.$498.3K52026-06-30
Mendel Capital Management LLC$494.6K22026-06-30
Bank of New York Mellon Corp$466K02026-06-30
Simon Quick Advisors, LLC$463.3K402026-06-30
Portfolio Resources Advisor Group, Inc.$455.6K112026-06-30
Menora Mivtachim Holdings Ltd.$442.5K02026-06-30
Certuity, LLC$437.3K242026-06-30
Aprio Wealth Management, LLC$429.9K362026-06-30
Mitchell Sinkler & Starr/pa$405.4K72026-06-30
Johnson Investment Counsel Inc$386.1K652026-06-30
Creative Planning$377.4K1,1712026-06-30
Pittenger & Anderson Inc$375.3K142026-06-30
Envestnet Pmc$372.3K602026-06-30
Fmr LLC$345.5K02026-06-30
Clifford Group, LLC$340.5K22026-06-30
Kilterhowling LLC$337.2K52026-06-30
Truist Financial Corp$330.7K02026-06-30
Blair William & Co/il$323.8K3292026-06-30
Traphagen Investment Advisors LLC$321.2K162026-06-30
Hightower Advisors, LLC$300.1K1,0462026-06-30
Focus Partners Advisor Solutions, LLC$296.6K422026-06-30
Grove Bank & Trust$291.3K02026-06-30
Winter & Associates, Inc.$291K42026-06-30
Assetmark, Inc$257.3K2202026-06-30
White Lighthouse Investment Management Inc.$256.4K62026-06-30
Sowell Financial Services LLC$255.7K1082026-06-30
Sincerus Advisory, LLC$248.4K32026-06-30
Pathstone Holdings, LLC$245.9K02026-06-30
Bakeravenue$243.7K352026-06-30
Howe & Rusling Inc$241.2K102026-06-30
Pearl Planning$226.4K62026-06-30
American Financial & Tax Strategies Inc$213.1K12026-06-30
Evanson Financial, LLC$213K42026-06-30
Silverlake Wealth Management LLC$212.6K92026-06-30
Vise Technologies, Inc.$212.4K02026-06-30
Pfg Investments, LLC$207.4K02026-06-30
Rossby Financial, Lcc$192.3K312026-06-30
Abound Financial, LLC$179.6K32026-06-30
Private Trust Co NA$177K02026-06-30
Northwestern Mutual Wealth Management Co$156.6K02026-06-30
Mjt & Associates Financial Advisory Group, Inc.$153.4K12026-06-30
Vermillion Wealth Management, Inc.$152K42026-06-30
Ellevest, Inc.$144.8K132026-06-30
Midway Capital Research & Management LLC$133.6K22026-06-30
Bartlett & Co. Wealth Management LLC$122.8K322026-06-30
Rockefeller Capital Management LP$111.8K3462026-06-30
Bank of Montreal /can$108.1K02026-06-30
Fifth Third Bancorp$95.3K02026-06-30
Aptus Capital Advisors, LLC$86.6K212026-06-30
Princeton Global Asset Management LLC$81.8K172026-06-30
Comerica Bank$81K02025-12-31
Godfrey Financial Associates, Inc.$75.7K32026-06-30
Marshall Investment Management, LLC$73.4K82026-06-30
Sunbelt Securities, Inc.$71.1K632026-03-31
Evelyn Partners Asset Management Limited$67.9K02026-03-31
Clearstead; Clearstead Advisory Solutions$67.5K642026-06-30
Cwm, LLC$63.5K6672026-03-31
Alphacore Capital LLC$61.8K692026-06-30
Russell Investments Group, Ltd.$54.1K02026-06-30
Simplex Trading, LLC$49.4K02026-06-30
PNC Financial Services Group, Inc.$44.8K02026-06-30
Shp Wealth Management$35.7K322026-06-30
International Assets Investment Management, LLC$33.9K1222026-06-30
Ameritas Advisory Services, LLC$33.1K5502026-06-30
Vanguard Advisers Inc$29.8K2,4692026-06-30
TD Capital Management LLC$29.8K82026-06-30
Harbour Investments, Inc.$25K2472026-06-30
Creative Capital Management Investments LLC$23.2K62026-06-30
Steward Partners Investment Advisory, LLC$23K4812026-06-30
Franklin Resources Inc$18.2K02026-06-30
Golden State Wealth Management, LLC$18.2K472026-06-30
Federation Des Caisses Desjardins Du Quebec$17.8K02026-06-30
Sbi Securities Co., Ltd.$15.4K02026-06-30
National Bank of Canada /fi$15.4K02026-06-30
New. Advisory Services, LLC$14.7K152026-06-30
Medallion Wealth Advisors, LLC$12.4K62026-06-30
Glenmede Trust Co NA$9.3K62026-06-30
Larson Financial Group LLC$7.1K672026-06-30
Betterment LLC$6.1K282026-06-30
Allsquare Wealth Management LLC$6K42025-09-30
Greykasell Wealth Strategies, Inc.$5.4K22026-06-30
Ifg Advisory, LLC$5.1K1102026-06-30
Lodestone Wealth Management LLC$4.6K32026-06-30
Allworth Financial, LP$2.8K3172026-06-30
Caldwell Sutter Capital, Inc.$2.8K82026-06-30
Cva Family Office, LLC$2.5K82026-06-30
Asset Dedication, LLC$1.9K112026-06-30
Parallel Advisors, LLC$1.7K752026-06-30
Wolff Wiese Magana LLC$1.5K42026-06-30
Cambridge Investment Research Advisors, Inc.$1.3K3,9402026-03-31
Thrivent Financial for Lutherans$34002026-06-30
Janney Montgomery Scott LLC$3311,3422026-06-30
Financial Life Planners$31642026-06-30
Triumph Capital Management$309142026-06-30
Centaurus Financial, Inc.$2454312026-06-30
Redwood Park Advisors LLC$15522026-06-30
Huntington National Bank$15402026-06-30
Farther Finance Advisors, LLC$1323342026-06-30
Smithfield Trust Co$402026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30