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 120 institutions that hold shares in the stock, with a total of 726,864 shares, which have been reported (via 13F filing form) to have a value of $92.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,421
shares
|
$309,282
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,371
shares
|
$302,895
0.02% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
2,352
shares
|
$300,468
0.0% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,319
shares
|
$296,252
0.0% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
2,231
shares
|
$285,010
0.01% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,202
shares
|
$281,305
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
2,180
shares
|
$278,495
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,126
shares
|
$271,596
0.16% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
2,097
shares
|
$267,891
0.03% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,959
shares
|
$250,262
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
1,958
shares
|
$250,134
0.11% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,894
shares
|
$241,958
0.0% of portfolio
|
Q2 2025
Reduced 94.66%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
1,886
shares
|
$240,936
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,857
shares
|
$237,231
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
1,841
shares
|
$235,187
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
1,687
shares
|
$215,514
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
1,675
shares
|
$213,981
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Sincerus Advisory, LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
1,571
shares
|
$200,695
0.17% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,562
shares
|
$199,545
0.02% of portfolio
|
Q3 2024
Reduced 25.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,289
shares
|
$164,669
0.0% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,146
shares
|
$146,401
0.01% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
1,111
shares
|
$141,930
0.12% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,047
shares
|
$133,754
0.0% of portfolio
|
Q3 2025
Reduced 55.48%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
975
shares
|
$124,556
0.06% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
886
shares
|
$113,186
0.03% of portfolio
|
Q2 2025
Added 0.34%
|