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 124 institutions that hold shares in the stock, with a total of 915,396 shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
5,524
shares
|
$731,764
0.0% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
5,132
shares
|
$679,836
0.0% of portfolio
|
Q2 2025
Added 32.17%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
5,108
shares
|
$676,656
0.0% of portfolio
|
Q3 2025
Added 12.93%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,049
shares
|
$668,841
0.01% of portfolio
|
Q2 2025
Added 14.18%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
4,711
shares
|
$624,066
0.33% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
4,363
shares
|
$577,966
0.15% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
4,119
shares
|
$545,643
0.0% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
4,038
shares
|
$534,913
0.27% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,008
shares
|
$530,939
0.01% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
3,881
shares
|
$514,116
0.32% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,878
shares
|
$513,718
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,821
shares
|
$506,167
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
3,693
shares
|
$489,211
0.0% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
3,625
shares
|
$480,203
0.08% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,614
shares
|
$478,746
0.03% of portfolio
|
Q3 2022
Added 6.92%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,429
shares
|
$454,239
0.04% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
3,258
shares
|
$431,587
0.2% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
3,162
shares
|
$418,870
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,000
shares
|
$397,410
0.02% of portfolio
|
N/A
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$397,410
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,995
shares
|
$396,747
0.0% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,983
shares
|
$395,158
0.51% of portfolio
|
Q1 2022
Added 1.81%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,800
shares
|
$370,916
0.04% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
2,625
shares
|
$347,733
0.15% of portfolio
|
Q1 2025
Added 31.91%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
2,500
shares
|
$331,175
0.0% of portfolio
|
Q2 2025
Reduced 19.35%
|