Latest Institutional Transactions on Spdr Ser Tr Ssga Gender Divers (SHE)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Ssga Gender Divers (SHE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
12New |
$988 - $1.14K
|
12
$1.45K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-51- 2.09% |
$4.2K - $4.86K
|
2.39K
$290K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-675- 20.74% |
$55.6K - $64.3K
|
2.58K
$313K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-70- 41.18% |
$5.76K - $6.67K
|
100
$12.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
28New |
$2.3K - $2.67K
|
28
$3.39K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.29KNew |
$189K - $218K
|
2.29K
$278K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
473New |
$40.1K - $43K
|
473
$57.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.42KNew |
$374K - $401K
|
4.42K
$536K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.86KNew |
$157K - $169K
|
1.86K
$225K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-534- 16.75% |
$45.3K - $48.5K
|
2.66K
$322K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
46.7KNew |
$3.96M - $4.24M
|
46.7K
$5.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
230New |
$19.5K - $20.9K
|
230
$27.9K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
400New |
$32.7K - $35.2K
|
400
$48.5K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
150New |
$12.3K - $13.2K
|
150
$18.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
2New |
$164 - $176
|
2
$242
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18New |
$1.47K - $1.58K
|
18
$2.18K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.42KNew |
$198K - $213K
|
2.42K
$293K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
400New |
$32.7K - $35.2K
|
400
$48.5K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2Closed |
$157 - $170
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-115- 10.37% |
$9.01K - $9.8K
|
994
$121K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.32KNew |
$182K - $198K
|
2.32K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.44KNew |
$348K - $379K
|
4.44K
$539K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-448- 79.43% |
$35.1K - $38.2K
|
116
$14.1K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
20.2K+ 1035.32% |
$1.58M - $1.72M
|
22.1K
$2.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
880+ 11.19% |
$68.9K - $75K
|
8.74K
$1.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
100+ 8.73% |
$7.83K - $8.52K
|
1.25K
$151K
|
|
| Q4 2022 | |||||||
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-19.1K- 14.76% |
$1.39M - $1.6M
|
110K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.58KNew |
$115K - $132K
|
1.58K
$192K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.58KNew |
$115K - $132K
|
1.58K
$191K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4- 1.02% |
$292 - $335
|
387
$46.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.77K- 99.96% |
$494K - $567K
|
3
$364
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-21- 22.58% |
$1.53K - $1.76K
|
72
$8.73K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
34New |
$2.48K - $2.85K
|
34
$4.12K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.89KNew |
$138K - $158K
|
1.89K
$229K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200New |
$14.6K - $16.7K
|
200
$24.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200New |
$14.6K - $16.7K
|
200
$24.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
340New |
$24.8K - $28.5K
|
340
$41.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
226New |
$16.5K - $18.9K
|
226
$27.4K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5New |
$364 - $434
|
5
$606
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
234+ 6.92% |
$17K - $20.3K
|
3.61K
$438K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2+ 1.82% |
$146 - $173
|
112
$13.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-29- 0.22% |
$2.11K - $2.52K
|
13.2K
$1.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 1.85% |
$72.8 - $86.7
|
55
$6.67K
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
BUY
|
- |
2.94KNew |
$214K - $255K
|
2.94K
$357K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
111New |
$8.08K - $9.63K
|
111
$13.5K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
59New |
$4.34K - $5.53K
|
59
$7.15K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.18KClosed |
$161K - $205K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-13.6KClosed |
$1M - $1.28M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 180.0% |
$662 - $844
|
14
$1.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.48KClosed |
$256K - $326K
|
0
$0
|
|