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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.84KNew |
$185K - $201K
|
1.84K
$231K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
200New |
$20.1K - $21.8K
|
200
$25.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
75+ 3.13% |
$7.53K - $8.18K
|
2.48K
$310K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
10New |
$1K - $1.09K
|
10
$1.25K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
422New |
$42.4K - $46K
|
422
$52.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 24.62% |
$3.21K - $3.49K
|
162
$20.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-117- 20.63% |
$11.7K - $12.8K
|
450
$56.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
153New |
$15.4K - $16.7K
|
153
$19.2K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
31.9KNew |
$2.98M - $3.38M
|
31.9K
$3.99M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-122- 3.92% |
$11.4K - $12.9K
|
2.99K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2+ 1.41% |
$187 - $212
|
144
$18.1K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.4K- 6.82% |
$131K - $148K
|
19.1K
$2.4M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.8KNew |
$1.76M - $2M
|
18.8K
$2.36M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
4.88KNew |
$457K - $517K
|
4.88K
$612K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.06KNew |
$193K - $219K
|
2.06K
$258K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$9.37K - $10.6K
|
100
$12.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-13.5K- 79.49% |
$1.26M - $1.43M
|
3.48K
$437K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
6New |
$562 - $636
|
6
$752
|
|
| Q4 2023 | |||||||
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-200- 96.15% |
$16.5K - $19.1K
|
8
$1K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-55Closed |
$4.53K - $5.24K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
467New |
$38.4K - $44.5K
|
467
$58.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-442- 61.05% |
$36.4K - $42.1K
|
282
$35.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
42New |
$3.46K - $4K
|
42
$5.27K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
12New |
$988 - $1.14K
|
12
$1.5K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-51- 2.09% |
$4.2K - $4.86K
|
2.39K
$300K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-70- 41.18% |
$5.76K - $6.67K
|
100
$12.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
28New |
$2.3K - $2.67K
|
28
$3.51K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.29KNew |
$189K - $218K
|
2.29K
$287K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.42KNew |
$374K - $401K
|
4.42K
$554K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.86KNew |
$157K - $169K
|
1.86K
$233K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-534- 16.75% |
$45.3K - $48.5K
|
2.66K
$333K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
46.7KNew |
$3.96M - $4.24M
|
46.7K
$5.85M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
230New |
$19.5K - $20.9K
|
230
$28.8K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
150New |
$12.3K - $13.2K
|
150
$18.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
2New |
$164 - $176
|
2
$251
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18New |
$1.47K - $1.58K
|
18
$2.26K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.42KNew |
$198K - $213K
|
2.42K
$303K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
400New |
$32.7K - $35.2K
|
400
$50.1K
|
|
| Q1 2023 | |||||||
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
225New |
$17.6K - $19.2K
|
225
$28.2K
|
|
|
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
$125K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.32KNew |
$182K - $198K
|
2.32K
$291K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-448- 79.43% |
$35.1K - $38.2K
|
116
$14.5K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
20.2K+ 1035.32% |
$1.58M - $1.72M
|
22.1K
$2.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
880+ 11.19% |
$68.9K - $75K
|
8.74K
$1.1M
|
|
| Q4 2022 | |||||||
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-19.1K- 14.76% |
$1.39M - $1.6M
|
110K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.58KNew |
$115K - $132K
|
1.58K
$198K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.58KNew |
$115K - $132K
|
1.58K
$198K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4- 1.02% |
$292 - $335
|
387
$48.5K
|
|