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Spdr Ser Tr ssga gnder etf shares owned by Colony

Quarter-by-quarter ownership of Spdr Ser Tr ssga gnder etf (SHE) shares owned by Colony from 13F filings

Historical chart of Colony investment in Spdr Ser Tr ssga gnder etf

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All positions including Spdr Ser Tr ssga gnder etf held by Colony consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr ssga gnder etf by Colony

Quarter filed Position value Share count Share price at filing
2025-12-31 $468k 3.5k 132.07
2025-09-30 $451k 3.5k 127.46
2025-06-30 $442k 3.5k 124.82

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Valued Advisers Tr Kovitz Core Eqt (EQTY)
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JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Colony

Top funds holding Spdr Ser Tr ssga gnder etf

Rock Creek Group
LPL Financial
First Affirmative Financial Network
Albion Financial Group
Betterment
Jpmorgan Chase & Co
Geneos Wealth Management
Cetera Investment Advisers
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Wells Fargo & Company
Advisor Group Holdings
Raymond James Financial
Cambridge Investment Research Advisors

View all funds holding Spdr Ser Tr ssga gnder etf