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 920,824 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 |
|---|---|---|---|---|---|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
467
shares
|
$56,054
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
460
shares
|
$55,213
0.0% of portfolio
|
Q1 2021
Reduced 0.43%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
400
shares
|
$48,012
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
310
shares
|
$37,209
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
307
shares
|
$36,849
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
282
shares
|
$33,848
0.0% of portfolio
|
Q4 2023
Reduced 61.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
258
shares
|
$30,967
0.0% of portfolio
|
Q1 2024
Added 273.91%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
250
shares
|
$30,007
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
210
shares
|
$25,206
0.0% of portfolio
|
Q3 2021
Reduced 2.33%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
189
shares
|
$22,685
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
162
shares
|
$19,444
0.0% of portfolio
|
Q2 2024
Added 24.62%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
138
shares
|
$16,564
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
138
shares
|
$16,564
0.0% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
116
shares
|
$13,923
0.0% of portfolio
|
Q1 2023
Reduced 79.43%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
115
shares
|
$13,803
0.0% of portfolio
|
Q1 2021
Added 77.52%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$12,003
0.0% of portfolio
|
Q4 2023
Reduced 41.18%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
94
shares
|
$11,282
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
92
shares
|
$11,042
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
59
shares
|
$7,081
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
47
shares
|
$5,641
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
29
shares
|
$3,480
0.0% of portfolio
|
Q3 2024
Added 70.59%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
24
shares
|
$2,880
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
18
shares
|
$2,160
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
16
shares
|
$1,920
0.0% of portfolio
|
Q1 2024
Added 6.67%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
12
shares
|
$1,440
0.0% of portfolio
|
Q4 2023
New holding
|