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 121 institutions that hold shares in the stock, with a total of 718,545 shares, which have been reported (via 13F filing form) to have a value of $88.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
5,132
shares
|
$631,030
0.0% of portfolio
|
Q2 2025
Added 32.17%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,049
shares
|
$620,825
0.01% of portfolio
|
Q2 2025
Added 14.18%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
4,523
shares
|
$556,148
0.0% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,509
shares
|
$554,426
0.0% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
4,363
shares
|
$536,474
0.15% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
4,037
shares
|
$496,389
0.29% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,008
shares
|
$492,823
0.01% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,878
shares
|
$476,838
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
3,870
shares
|
$475,855
0.36% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3,852
shares
|
$473,641
0.0% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,821
shares
|
$469,830
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
3,693
shares
|
$454,091
0.0% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,614
shares
|
$444,377
0.03% of portfolio
|
Q3 2022
Added 6.92%
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
3,543
shares
|
$435,647
0.09% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,429
shares
|
$421,629
0.04% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
3,257
shares
|
$400,480
0.21% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
3,225
shares
|
$396,546
0.01% of portfolio
|
Q2 2025
Added 30.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$368,880
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,000
shares
|
$368,880
0.02% of portfolio
|
N/A
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,995
shares
|
$368,265
0.0% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,983
shares
|
$366,789
0.51% of portfolio
|
Q1 2022
Added 1.81%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,793
shares
|
$343,427
0.04% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
2,625
shares
|
$322,770
0.16% of portfolio
|
Q1 2025
Added 31.91%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
2,500
shares
|
$307,400
0.0% of portfolio
|
Q2 2025
Reduced 19.35%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
2,475
shares
|
$304,326
0.01% of portfolio
|
Q2 2024
Added 3.13%
|