Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-198- 2.47% |
$16.3K - $18.9K
|
7.83K
$945K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-199- 12.08% |
$16.4K - $19K
|
1.45K
$175K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-200- 96.15% |
$16.5K - $19.1K
|
8
$966
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-203- 4.17% |
$16.7K - $19.3K
|
4.66K
$563K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-296- 4.3% |
$24.4K - $28.2K
|
6.58K
$795K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-377- 14.25% |
$31K - $35.9K
|
2.27K
$274K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-442- 61.05% |
$36.4K - $42.1K
|
282
$34K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-460- 8.65% |
$37.9K - $43.8K
|
4.86K
$587K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-675- 20.74% |
$55.6K - $64.3K
|
2.58K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-943- 13.11% |
$77.6K - $89.8K
|
6.25K
$755K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-998- 4.64% |
$82.2K - $95.1K
|
20.5K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.01K- 12.37% |
$83.1K - $96.2K
|
7.15K
$864K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.2K- 3.48% |
$98.4K - $114K
|
33.2K
$4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.5K- 16.12% |
$124K - $143K
|
7.81K
$943K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.58K- 22.82% |
$130K - $150K
|
5.34K
$645K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.93K- 46.59% |
$159K - $184K
|
2.21K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.98K- 3.66% |
$163K - $188K
|
52K
$6.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.33K- 46.41% |
$274K - $317K
|
3.85K
$464K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.57K- 99.83% |
$376K - $435K
|
8
$966
|