Latest Institutional Purchases of Spdr Ser Tr Ssga Gender Divers (SHE)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Ssga Gender Divers (SHE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
170+ 42.5% |
$19.3K - $20.6K
|
570
$71.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
108New |
$12.2K - $13.1K
|
108
$13.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17New |
$1.93K - $2.06K
|
17
$2.13K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 24.14% |
$793 - $850
|
36
$4.51K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
2New |
$227 - $243
|
2
$251
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1New |
$113 - $121
|
1
$125
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Rock Creek Group, LP
|
BUY
|
- |
180KNew |
$18.5M - $20.5M
|
180K
$22.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
487New |
$50.1K - $55.6K
|
487
$61.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
138New |
$14.2K - $15.8K
|
138
$17.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
73+ 3.25% |
$7.5K - $8.34K
|
2.32K
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43+ 1.14% |
$4.42K - $4.91K
|
3.82K
$479K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.11% |
$103 - $114
|
872
$109K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.84KNew |
$185K - $201K
|
1.84K
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
422New |
$42.4K - $46K
|
422
$52.9K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
350New |
$35.1K - $38.2K
|
350
$43.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
200New |
$20.1K - $21.8K
|
200
$25.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
153New |
$15.4K - $16.7K
|
153
$19.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
92New |
$9.24K - $10K
|
92
$11.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
75+ 3.13% |
$7.53K - $8.18K
|
2.48K
$310K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 24.62% |
$3.21K - $3.49K
|
162
$20.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
10New |
$1K - $1.09K
|
10
$1.25K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
31.9KNew |
$2.98M - $3.38M
|
31.9K
$3.99M
|
|
|
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 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
6New |
$562 - $636
|
6
$752
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2+ 1.41% |
$187 - $212
|
144
$18.1K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.29KNew |
$189K - $218K
|
2.29K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
467New |
$38.4K - $44.5K
|
467
$58.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
42New |
$3.46K - $4K
|
42
$5.27K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
28New |
$2.3K - $2.67K
|
28
$3.51K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
12New |
$988 - $1.14K
|
12
$1.5K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
46.7KNew |
$3.96M - $4.24M
|
46.7K
$5.85M
|
|
|
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
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
230New |
$19.5K - $20.9K
|
230
$28.8K
|
|
| Q2 2023 | |||||||
|
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
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
150New |
$12.3K - $13.2K
|
150
$18.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18New |
$1.47K - $1.58K
|
18
$2.26K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
2New |
$164 - $176
|
2
$251
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
20.2K+ 1035.32% |
$1.58M - $1.72M
|
22.1K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.32KNew |
$182K - $198K
|
2.32K
$291K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
880+ 11.19% |
$68.9K - $75K
|
8.74K
$1.1M
|
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
225New |
$17.6K - $19.2K
|
225
$28.2K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.89KNew |
$138K - $158K
|
1.89K
$236K
|
|
|
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
|
|