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 112 institutions that hold shares in the stock, with a total of 751,694 shares, which have been reported (via 13F filing form) to have a value of $88.3 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Laurel Wealth Planning LLC
Edina, MN |
Jul 25, 2024 Q2 2024 |
5,316
shares
|
$624,417
0.4% of portfolio
|
Q2 2024
Added 3.52%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
5,182
shares
|
$608,677
0.0% of portfolio
|
Q2 2024
Added 0.12%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
5,168
shares
|
$607,033
0.0% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
Us Financial Advisors, LLC
Braintree, MA |
Aug 01, 2024 Q2 2024 |
5,002
shares
|
$587,534
0.18% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
4,863
shares
|
$571,207
0.0% of portfolio
|
Q2 2024
Added 0.04%
|
|
Fingerlakes Wealth Management, Inc.
|
Aug 07, 2024 Q2 2024 |
4,552
shares
|
$534,677
0.45% of portfolio
|
Q2 2024
Reduced 6.68%
|
|
Boston Financial Mangement LLC
Boston, MA |
Jul 29, 2024 Q2 2024 |
4,426
shares
|
$519,877
0.02% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
4,167
shares
|
$489,455
0.0% of portfolio
|
Q2 2024
Added 11.48%
|
|
Mendel Capital Management LLC
|
Jul 26, 2024 Q2 2024 |
4,079
shares
|
$479,119
0.29% of portfolio
|
Q2 2024
Added 0.17%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,821
shares
|
$448,814
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
3,800
shares
|
$446,348
0.0% of portfolio
|
Q4 2022
Added 35.71%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
3,787
shares
|
$444,821
0.0% of portfolio
|
Q2 2024
Reduced 46.81%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,614
shares
|
$424,500
0.03% of portfolio
|
Q3 2022
Added 6.92%
|
|
Camden Capital, LLC
|
Aug 06, 2024 Q2 2024 |
3,387
shares
|
$397,837
0.03% of portfolio
|
Q2 2024
Added 0.3%
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,247
shares
|
$381,392
0.06% of portfolio
|
Q3 2024
Added 0.09%
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,000
shares
|
$352,380
0.02% of portfolio
|
N/A
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,983
shares
|
$350,383
0.51% of portfolio
|
Q1 2022
Added 1.81%
|
|
Mcia Inc
|
Jul 16, 2024 Q2 2024 |
2,835
shares
|
$332,999
0.08% of portfolio
|
Q2 2024
Added 1.5%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
2,641
shares
|
$310,211
0.0% of portfolio
|
Q2 2024
Reduced 4.66%
|
|
Kilter Howling LLC
Boulder, CO |
Aug 14, 2024 Q2 2024 |
2,589
shares
|
$304,103
0.19% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
2,580
shares
|
$303,046
0.0% of portfolio
|
Q4 2023
Reduced 20.74%
|
|
Pittenger & Anderson Inc
|
Aug 09, 2024 Q2 2024 |
2,475
shares
|
$290,713
0.01% of portfolio
|
Q2 2024
Added 3.13%
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
2,428
shares
|
$285,192
0.03% of portfolio
|
Q3 2024
Added 0.17%
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
2,417
shares
|
$283,900
0.05% of portfolio
|
Q2 2023
New holding
|
|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
2,351
shares
|
$276,148
0.02% of portfolio
|
Q2 2024
Reduced 4.16%
|