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SPDR MSCI USA Gender Diversity ETF (SHE) Institutional Ownership

SPDR MSCI USA Gender Diversity ETF logo
$124.69 -0.31 (-0.25%)
As of 07/18/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SPDR MSCI USA Gender Diversity ETF (NYSEARCA:SHE)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$8.08M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$3.48M
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SHE Institutional Buying and Selling by Quarter

SPDR MSCI USA Gender Diversity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025 MJT & Associates Financial Advisory Group Inc.1,062$133K0.2%-15.9%0.051%
7/17/2025 Albion Financial Group UT35,429$4.42M0.3%+0.4%1.687%
7/16/2025 MJT & Associates Financial Advisory Group Inc.1,062$133K0.2%-15.9%0.051%
7/14/2025 Sowell Financial Services LLC2,421$302K0.0%-6.6%0.115%
7/8/2025 Gradient Investments LLC6,312$788K0.0%-19.4%0.301%
6/27/2025Goldman Sachs Group Inc.3,416$390K0.0%N/A0.161%
5/16/2025Bell Investment Advisors Inc6,636$757K0.1%-4.8%0.316%
5/16/2025Goldman Sachs Group Inc.3,416$390K0.0%N/A0.163%
5/16/2025Jones Financial Companies Lllp2,964$364K0.0%+60.4%0.141%
5/16/2025Aprio Wealth Management LLC2,969$339K0.0%-8.9%0.141%
5/15/2025Focus Partners Advisor Solutions LLC2,477$283K0.0%N/A0.118%
5/15/2025Royal Bank of Canada14,529$1.66M0.0%-5.1%0.692%
5/15/2025Betterment LLC36,763$4.20M0.0%+0.9%1.751%
5/15/2025MAI Capital Management460$53K0.0%-16.5%0.022%
5/14/2025KilterHowling LLC2,119$246K0.2%-9.6%0.101%
5/14/2025Northwestern Mutual Wealth Management Co.1,416$162K0.0%-12.5%0.067%
5/14/2025CW Advisors LLC4,422$505K0.0%-4.9%0.211%
5/8/2025US Financial Advisors LLC4,363$498K0.1%+4.7%0.208%
5/7/2025 MJT & Associates Financial Advisory Group Inc.1,263$144K0.1%N/A0.060%
5/7/2025LPL Financial LLC108,773$12.42M0.0%+3.9%5.180%
5/7/2025Mitchell Sinkler & Starr PA2,625$300K0.1%+31.9%0.125%
5/6/2025Cetera Investment Advisers29,385$3.35M0.0%-6.1%1.399%
5/1/2025CWM LLC8,013$915K0.0%+2,510.1%0.382%
5/1/2025Fingerlakes Wealth Management Inc.3,873$442K0.4%-6.1%0.184%
4/30/2025Abound Financial LLC2,266$259K0.1%-16.0%0.108%
4/29/2025Envestnet Asset Management Inc.4,640$530K0.0%+3.9%0.221%
4/25/2025 Albion Financial Group UT35,290$4.03M0.3%+13.0%1.680%
4/24/2025Laurel Wealth Planning LLC5,252$599K0.4%-3.9%0.250%
4/22/2025Cambridge Investment Research Advisors Inc.6,894$787K0.0%+7.8%0.328%
4/21/2025Johnson Investment Counsel Inc.3,100$354K0.0%-7.5%0.148%
4/17/2025 Sowell Financial Services LLC2,593$296K0.0%N/A0.123%
4/16/2025 Wealth Enhancement Advisory Services LLC5,302$605K0.0%+21.0%0.249%
4/9/2025 Gradient Investments LLC7,835$894K0.0%-5.2%0.368%
3/17/2025 Wealth Enhancement Advisory Services LLC4,383$508K0.0%+14.9%0.206%
3/6/2025Wood Tarver Financial Group LLC1,687$195K0.1%N/A0.078%
2/21/2025 Vermillion Wealth Management Inc.971$112K0.1%N/A0.043%
2/17/2025Cetera Investment Advisers31,300$3.63M0.0%-5.1%1.391%
2/17/2025Bank of America Corp DE43,359$5.02M0.0%-6.1%1.927%
2/17/2025Ameriprise Financial Inc.5,248$607K0.0%-2.7%0.233%
2/14/2025Mercer Global Advisors Inc. ADV3,470$402K0.0%-33.2%0.154%
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2/14/2025Betterment LLC36,441$4.22M0.0%-0.3%1.620%
2/13/2025KilterHowling LLC2,343$286K0.2%-12.7%0.104%
2/13/2025Mariner LLC3,007$348K0.0%-42.2%0.134%
2/13/2025Raymond James Financial Inc.9,014$1.04M0.0%N/A0.401%
2/13/2025Russell Investments Group Ltd.429$50K0.0%+4,666.7%0.019%
2/13/2025Wells Fargo & Company MN12,225$1.42M0.0%+7.9%0.543%
2/12/2025Blair William & Co. IL35,488$4.11M0.0%+0.6%1.577%
2/12/2025JPMorgan Chase & Co.40,858$4.73M0.0%-10.5%1.816%
2/11/2025Congress Wealth Management LLC DE4,649$538K0.0%-19.4%0.207%
2/11/2025LPL Financial LLC104,715$12.13M0.0%+1.3%4.654%
2/11/2025Sei Investments Co.6,353$736K0.0%+12.0%0.282%
2/10/2025Thrivent Financial for Lutherans2,461$285K0.0%-4.5%0.109%
2/10/2025Commonwealth Equity Services LLC7,220$836K0.0%-10.4%0.321%
2/7/2025Bell Investment Advisors Inc6,967$807K0.2%-1.2%0.310%
2/6/2025Raymond James Financial Inc.9,014$1.04M0.0%N/A0.401%
2/6/2025Jones Financial Companies Lllp1,848$214K0.0%+17.1%0.082%
2/5/2025Private Trust Co. NA1,146$133K0.0%-8.0%0.051%
2/3/2025Laurel Wealth Planning LLC5,466$633K0.4%+2.9%0.243%
2/3/2025Fingerlakes Wealth Management Inc.4,124$478K0.4%-8.0%0.183%
1/30/2025Valmark Advisers Inc.2,255$261K0.0%-12.6%0.100%
1/27/2025Stephens Consulting LLC2,042$236K0.1%+28.3%0.091%
1/21/2025 Gradient Investments LLC8,268$957K0.0%+2.1%0.367%
1/17/2025Bartlett & CO. Wealth Management LLC570$66K0.0%+42.5%0.025%
1/17/2025 Albion Financial Group UT31,237$3.62M0.2%+1.3%1.388%
12/26/2024JPMorgan Chase & Co.45,647$5.19M0.0%-0.9%2.029%
11/18/2024Sunbelt Securities Inc.546$62K0.0%N/A0.024%
11/15/2024MCIA Inc3,702$443K0.1%+30.6%0.165%
11/8/2024Howe & Rusling Inc.1,562$177K0.0%-25.9%0.069%
11/5/2024Aptus Capital Advisors LLC475$54K0.0%+705.1%0.021%
10/31/2024US Financial Advisors LLC4,171$474K0.1%-16.6%0.185%
10/25/2024Boston Financial Mangement LLC4,073$463K0.0%-8.0%0.181%
10/24/2024Bristlecone Advisors LLC487$55K0.0%N/A0.022%
10/24/2024 Wealth Enhancement Advisory Services LLC3,814$433K0.0%-21.6%0.170%
10/23/2024 CWC Advisors LLC.3,297$375K0.4%N/A0.147%
10/21/2024Whittier Trust Co.1,965$223K0.0%-25.5%0.087%
10/19/2024Stephens Consulting LLC1,592$181K0.0%+21.5%0.071%
10/9/2024 Albion Financial Group UT30,847$3.50M0.2%-0.6%1.371%
8/30/2024Brown Financial Advisors350$38K0.0%N/A0.016%
8/22/2024Cetera Investment Advisers34,374$3.74M0.0%-1.5%1.528%
8/16/2024Northwestern Mutual Wealth Management Co.1,845$201K0.0%+27.2%0.082%
8/13/2024Sei Investments Co.5,564$605K0.0%-3.1%0.247%
8/8/2024Fingerlakes Wealth Management Inc.4,552$495K0.4%-6.7%0.202%
8/8/2024Bell Investment Advisors Inc7,002$762K0.1%+2.0%0.311%
8/7/2024PFG Investments LLC2,351$256K0.0%-4.2%0.104%
7/31/2024Commonwealth Equity Services LLC7,206$784K0.0%+4.0%0.320%
7/30/2024International Assets Investment Management LLC422$46K0.0%N/A0.019%
7/30/2024Boston Financial Mangement LLC4,426$482K0.0%-5.0%0.197%
7/30/2024Stephens Consulting LLC1,310$143K0.0%N/A0.058%
7/26/2024Bank of New York Mellon Corp2,352$256K0.0%N/A0.105%
7/25/2024Laurel Wealth Planning LLC5,316$578K0.4%+3.5%0.236%
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7/23/2024Traphagen Investment Advisors LLC2,424$264K0.0%-9.1%0.108%
7/17/2024 Atticus Wealth Management LLC875$95K0.0%-14.4%0.039%
7/10/2024Aprio Wealth Management LLC3,244$353K0.1%+4.0%0.144%
7/10/2024 Albion Financial Group UT31,018$3.37M0.3%+1.0%1.379%
5/24/2024Cetera Advisors LLC31,854$3.37M0.0%N/A1.416%
5/24/2024Cetera Investment Advisers34,912$3.70M0.0%+5.3%1.552%
5/9/2024Blair William & Co. IL35,283$3.74M0.0%+40.3%1.568%
5/9/2024SageView Advisory Group LLC18,841$2.00M0.1%N/A0.837%
5/8/2024Bell Investment Advisors Inc6,864$727K0.1%-6.4%0.305%
5/7/2024Sei Investments Co.5,741$608K0.0%-10.9%0.255%
(Data available from 1/1/2016 forward)

SHE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHE shares?

During the previous two years, 77 institutional investors and hedge funds held shares of SPDR MSCI USA Gender Diversity ETF. The most heavily invested institutionals were Rock Creek Group LP ($15.29M), LPL Financial LLC ($12.42M), Bank of America Corp DE ($5.02M), JPMorgan Chase & Co. ($4.73M), Albion Financial Group UT ($4.42M), Betterment LLC ($4.20M), and Blair William & Co. IL ($4.11M).Learn more on SPDR MSCI USA Gender Diversity ETF's institutional investors.

Which institutional investors have been buying SPDR MSCI USA Gender Diversity ETF's stock?

Of the 54 institutional investors that purchased SPDR MSCI USA Gender Diversity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rock Creek Group LP ($179.84K), International Assets Investment Management LLC ($135.16K), Modera Wealth Management LLC ($46.69K), Cetera Advisors LLC ($31.85K), SageView Advisory Group LLC ($18.84K), Raymond James Financial Inc. ($18.03K), and Blair William & Co. IL ($16.07K).

How much institutional buying is happening at SPDR MSCI USA Gender Diversity ETF?

Institutional investors have bought a total of 70,658 shares in the last 24 months. This purchase volume represents approximately $8.08M in transactions.

Which of SPDR MSCI USA Gender Diversity ETF's major shareholders have been selling company stock?

Of the 35 institutional investors that sold SPDR MSCI USA Gender Diversity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($5.22K), Cetera Investment Advisers ($4.14K), Bank of America Corp DE ($2.83K), Mariner LLC ($2.20K), Gradient Investments LLC ($1.96K), Mercer Global Advisors Inc. ADV ($1.72K), and Congress Wealth Management LLC DE ($1.12K).

How much institutional selling is happening at SPDR MSCI USA Gender Diversity ETF?

Institutional investors have sold a total of 30,187 shares in the last 24 months. This volume of shares sold represents approximately $3.48M in transactions.


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This page (NYSEARCA:SHE) was last updated on 7/19/2025 by MarketBeat.com Staff
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