Institutional Ownership Spdr Ser Tr Ssga Gender Divers (SHE)
This table provides information about the institutional ownership of Spdr Ser Tr Ssga Gender Divers (SHE). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 888,777 shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
520
shares
|
$59,524
0.01% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
509
shares
|
$58,265
0.0% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
487
shares
|
$55,746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
467
shares
|
$53,457
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
460
shares
|
$52,656
0.0% of portfolio
|
Q1 2021
Reduced 0.43%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
455
shares
|
$52,083
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
429
shares
|
$49,107
0.0% of portfolio
|
Q4 2024
Added 4666.67%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
400
shares
|
$45,788
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
310
shares
|
$35,485
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
307
shares
|
$35,142
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
282
shares
|
$32,280
0.0% of portfolio
|
Q4 2023
Reduced 61.05%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
250
shares
|
$28,617
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
210
shares
|
$24,038
0.0% of portfolio
|
Q3 2021
Reduced 2.33%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
189
shares
|
$21,634
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
162
shares
|
$18,544
0.0% of portfolio
|
Q2 2024
Added 24.62%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
154
shares
|
$17,628
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
116
shares
|
$13,278
0.0% of portfolio
|
Q1 2023
Reduced 79.43%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
115
shares
|
$13,164
0.0% of portfolio
|
Q1 2021
Added 77.52%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
108
shares
|
$12,362
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$11,447
0.0% of portfolio
|
Q4 2023
Reduced 41.18%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
72
shares
|
$8,241
0.0% of portfolio
|
Q4 2024
Reduced 23.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
69
shares
|
$7,898
0.0% of portfolio
|
Q4 2024
Reduced 73.26%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
59
shares
|
$6,753
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
47
shares
|
$5,380
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
36
shares
|
$4,120
0.0% of portfolio
|
Q4 2024
Added 24.14%
|