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 110 institutions that hold shares in the stock, with a total of 920,561 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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,392
shares
|
$651,030
0.0% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
5,313
shares
|
$641,491
0.39% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,203
shares
|
$628,210
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
5,194
shares
|
$627,123
0.0% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,539
shares
|
$548,038
0.0% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
4,484
shares
|
$541,398
0.43% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,254
shares
|
$513,627
0.0% of portfolio
|
Q3 2024
Added 12.33%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
4,171
shares
|
$503,606
0.15% of portfolio
|
Q3 2024
Reduced 16.61%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
4,080
shares
|
$492,619
0.29% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
4,073
shares
|
$491,774
0.01% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,821
shares
|
$461,347
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
3,814
shares
|
$460,502
0.0% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
3,702
shares
|
$446,979
0.09% of portfolio
|
Q3 2024
Added 30.58%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,614
shares
|
$436,354
0.03% of portfolio
|
Q3 2022
Added 6.92%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
3,397
shares
|
$410,153
0.04% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
3,350
shares
|
$404,479
0.0% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
3,297
shares
|
$398,079
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,247
shares
|
$392,042
0.06% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,000
shares
|
$362,220
0.02% of portfolio
|
N/A
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,983
shares
|
$360,167
0.51% of portfolio
|
Q1 2022
Added 1.81%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
2,685
shares
|
$324,186
0.19% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
2,580
shares
|
$311,509
0.0% of portfolio
|
Q4 2023
Reduced 20.74%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
2,577
shares
|
$311,146
0.0% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
2,475
shares
|
$298,831
0.01% of portfolio
|
Q2 2024
Added 3.13%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
2,428
shares
|
$293,156
0.03% of portfolio
|
Q3 2024
Added 0.17%
|