Purchases and Sales Made in Q3 2023 in Spdr Ser Tr Ssga Gender Divers (SHE)
This table provides information about the institutional ownership of Spdr Ser Tr Ssga Gender Divers (SHE) during Q3 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR SSGA GENDER DIVERS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
BUY
|
- |
180KNew |
$15.2M - $16.3M
|
180K
$21.7M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
46.7KNew |
$3.96M - $4.24M
|
46.7K
$5.64M
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
8.48K+ 99.75% |
$719K - $771K
|
17K
$2.05M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.74K+ 42.26% |
$486K - $521K
|
19.3K
$2.33M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.32KNew |
$451K - $483K
|
5.32K
$642K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
4.57KNew |
$388K - $415K
|
4.57K
$552K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.42KNew |
$374K - $401K
|
4.42K
$533K
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
3.28K+ 12.25% |
$278K - $298K
|
30.1K
$3.63M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.15KNew |
$267K - $286K
|
3.15K
$380K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.95KNew |
$250K - $268K
|
2.95K
$356K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.65KNew |
$224K - $240K
|
2.65K
$319K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
2.64KNew |
$224K - $240K
|
2.64K
$318K
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.93K+ 87.23% |
$163K - $175K
|
4.14K
$499K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.86KNew |
$157K - $169K
|
1.86K
$224K
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.6K+ 292.12% |
$135K - $145K
|
2.14K
$259K
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.38K+ 17.65% |
$117K - $125K
|
9.18K
$1.11M
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.1K+ 20.58% |
$92.8K - $99.5K
|
6.42K
$775K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
597New |
$50.6K - $54.2K
|
597
$72.1K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
514+ 7.71% |
$43.6K - $46.7K
|
7.18K
$867K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
473New |
$40.1K - $43K
|
473
$57.1K
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
395+ 9.55% |
$33.5K - $35.9K
|
4.53K
$547K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
230New |
$19.5K - $20.9K
|
230
$27.8K
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
183+ 7.61% |
$15.5K - $16.6K
|
2.59K
$312K
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
124+ 1.91% |
$10.5K - $11.3K
|
6.61K
$797K
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
79+ 2.41% |
$6.7K - $7.18K
|
3.36K
$405K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
46+ 0.13% |
$3.9K - $4.18K
|
35.6K
$4.3M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14+ 0.03% |
$1.19K - $1.27K
|
54K
$6.52M
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
14+ 0.42% |
$1.19K - $1.27K
|
3.36K
$406K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8+ 0.1% |
$678 - $727
|
8.16K
$986K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6+ 0.11% |
$509 - $545
|
5.47K
$660K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.39% |
$339 - $363
|
1.02K
$123K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.18% |
$254 - $273
|
1.65K
$199K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.45% |
$254 - $273
|
668
$80.7K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.39% |
$170 - $182
|
512
$61.8K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 6.67% |
$84.8 - $90.9
|
16
$1.93K
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$84.8 - $90.9
|
4.07K
$491K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.54% |
$84.8 - $90.9
|
187
$22.6K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6- 0.12% |
$509 - $545
|
4.86K
$587K
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-22- 0.79% |
$1.87K - $2K
|
2.77K
$334K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-26- 15.95% |
$2.2K - $2.36K
|
137
$16.5K
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-48- 1.8% |
$4.07K - $4.36K
|
2.62K
$316K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-50- 0.92% |
$4.24K - $4.54K
|
5.39K
$650K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-72- 29.75% |
$6.1K - $6.54K
|
170
$20.5K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-77- 1.11% |
$6.53K - $7K
|
6.88K
$831K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-77- 9.61% |
$6.53K - $7K
|
724
$87.4K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-93- 1.85% |
$7.88K - $8.45K
|
4.94K
$597K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-100- 1.23% |
$8.48K - $9.09K
|
8.03K
$969K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-124- 1.69% |
$10.5K - $11.3K
|
7.19K
$868K
|