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 109 institutions that hold shares in the stock, with a total of 920,796 shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
5,466
shares
|
$658,598
0.41% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,392
shares
|
$649,682
0.0% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,203
shares
|
$626,909
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
5,194
shares
|
$625,825
0.0% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,539
shares
|
$546,904
0.0% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,254
shares
|
$512,564
0.0% of portfolio
|
Q3 2024
Added 12.33%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
4,171
shares
|
$502,563
0.15% of portfolio
|
Q3 2024
Reduced 16.61%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
4,124
shares
|
$496,900
0.39% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
4,080
shares
|
$491,599
0.29% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,008
shares
|
$482,923
0.01% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,821
shares
|
$460,392
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
3,814
shares
|
$459,548
0.0% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
3,702
shares
|
$446,053
0.09% of portfolio
|
Q3 2024
Added 30.58%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,614
shares
|
$435,450
0.03% of portfolio
|
Q3 2022
Added 6.92%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
3,410
shares
|
$410,870
0.04% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
3,350
shares
|
$403,641
0.0% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
3,297
shares
|
$397,255
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,259
shares
|
$392,676
0.06% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,000
shares
|
$361,470
0.02% of portfolio
|
N/A
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,983
shares
|
$359,421
0.51% of portfolio
|
Q1 2022
Added 1.81%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
2,685
shares
|
$323,515
0.19% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
2,577
shares
|
$310,502
0.0% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
2,475
shares
|
$298,212
0.01% of portfolio
|
Q2 2024
Added 3.13%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
2,417
shares
|
$291,224
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
2,393
shares
|
$288,332
0.03% of portfolio
|
Q4 2024
Reduced 1.44%
|