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 118 institutions that hold shares in the stock, with a total of 753,791 shares, which have been reported (via 13F filing form) to have a value of $90.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
5,934
shares
|
$714,216
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
5,302
shares
|
$638,148
0.0% of portfolio
|
Q1 2025
Added 20.97%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
5,252
shares
|
$632,130
0.41% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
4,640
shares
|
$558,470
0.0% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,422
shares
|
$532,231
0.01% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
4,363
shares
|
$525,130
0.15% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,129
shares
|
$496,966
0.0% of portfolio
|
Q1 2025
Added 39.3%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
4,037
shares
|
$485,893
0.28% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,008
shares
|
$482,402
0.01% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3,924
shares
|
$472,292
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,883
shares
|
$467,357
0.0% of portfolio
|
Q1 2025
Reduced 26.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,878
shares
|
$466,756
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,873
shares
|
$466,154
0.38% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,821
shares
|
$459,895
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
3,645
shares
|
$438,712
0.09% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,614
shares
|
$434,981
0.03% of portfolio
|
Q3 2022
Added 6.92%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
3,418
shares
|
$411,390
0.04% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
3,416
shares
|
$411,149
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
3,265
shares
|
$392,975
0.21% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,100
shares
|
$373,116
0.0% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
3,058
shares
|
$368,060
0.0% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
3,047
shares
|
$366,736
0.0% of portfolio
|
Q1 2025
Added 32.19%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,000
shares
|
$361,080
0.02% of portfolio
|
N/A
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,997
shares
|
$360,718
0.0% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,983
shares
|
$359,033
0.51% of portfolio
|
Q1 2022
Added 1.81%
|