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SPDR MSCI USA Gender Diversity ETF (SHE) Institutional Ownership

SPDR MSCI USA Gender Diversity ETF logo
$126.72 +0.03 (+0.02%)
Closing price 09/19/2025 04:10 PM Eastern
Extended Trading
$126.73 +0.01 (+0.01%)
As of 09/19/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for SPDR MSCI USA Gender Diversity ETF (NYSEARCA:SHE)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$9.81M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$8.63M
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Skip Chart & View Institutional Buying and Selling Data

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
9/4/2025 Osaic Holdings Inc.6,587$822K0.0%-18.1%0.299%
8/29/2025 Centaurus Financial Inc.864$108K0.0%N/A0.039%
8/26/2025 Thrivent Financial for Lutherans2,180$272K0.0%N/A0.099%
8/15/2025 Bank of America Corp DE52,785$6.59M0.0%+13.7%2.399%
8/15/2025 Ameriprise Financial Inc.5,132$640K0.0%+32.2%0.233%
8/14/2025 Raymond James Financial Inc.10,314$1.29M0.0%+16.9%0.469%
8/14/2025 Sei Investments Co.6,501$811K0.0%-3.9%0.296%
8/13/2025 CW Advisors LLC5,049$630K0.0%+14.2%0.230%
8/13/2025 Northwestern Mutual Wealth Management Co.1,289$161K0.0%-9.0%0.059%
8/12/2025 MAI Capital Management657$82K0.0%+42.8%0.030%
8/4/2025 Assetmark Inc.2,421$302K0.0%N/A0.115%
8/1/2025 Envestnet Asset Management Inc.4,509$563K0.0%-2.8%0.215%
7/31/2025 Wealthfront Advisers LLC6,083$759K0.0%+2.5%0.290%
7/31/2025 Focus Partners Advisor Solutions LLC3,225$403K0.0%+30.2%0.154%
7/29/2025 Mountain Capital Investment Advisors Inc.3,543$443K0.1%-2.8%0.169%
7/29/2025 Sincerus Advisory LLC1,587$201K0.2%N/A0.076%
7/25/2025 Stephens Consulting LLC1,542$192K0.0%-24.5%0.073%
7/25/2025 CWM LLC2,352$294K0.0%-70.6%0.112%
7/25/2025 Johnson Investment Counsel Inc.2,500$312K0.0%-19.4%0.119%
7/24/2025 Blair William & Co. IL1,894$236K0.0%-94.7%0.090%
7/23/2025 Valmark Advisers Inc.2,352$294K0.0%+4.3%0.112%
7/23/2025 Traphagen Investment Advisors LLC2,108$263K0.0%-8.4%0.100%
7/22/2025 Berkshire Money Management Inc.456$57K0.0%N/A0.022%
7/21/2025 Ameritas Advisory Services LLC214$27K0.0%N/A0.010%
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%
6/27/2025 Goldman 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%
5/7/2025MJT & 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%
4/25/2025Albion 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%
4/17/2025Sowell Financial Services LLC2,593$296K0.0%N/A0.123%
4/16/2025Wealth Enhancement Advisory Services LLC5,302$605K0.0%+21.0%0.249%
4/9/2025Gradient Investments LLC7,835$894K0.0%-5.2%0.368%
3/17/2025Wealth Enhancement Advisory Services LLC4,383$508K0.0%+14.9%0.206%
3/6/2025Wood Tarver Financial Group LLC1,687$195K0.1%N/A0.078%
2/21/2025Vermillion 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%
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%
1/21/2025Gradient Investments LLC8,268$957K0.0%+2.1%0.367%
1/17/2025Bartlett & CO. Wealth Management LLC570$66K0.0%+42.5%0.025%
1/17/2025Albion 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%
10/24/2024Wealth Enhancement Advisory Services LLC3,814$433K0.0%-21.6%0.170%
10/23/2024CWC 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%
(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, 84 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 ($6.59M), JPMorgan Chase & Co. ($4.73M), Albion Financial Group UT ($4.42M), Betterment LLC ($4.20M), and Modera Wealth Management LLC ($3.97M).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 65 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), Raymond James Financial Inc. ($19.52K), SageView Advisory Group LLC ($18.84K), 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 83,855 shares in the last 24 months. This purchase volume represents approximately $9.81M in transactions.

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

Of the 40 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: Blair William & Co. IL ($33.60K), CWM LLC ($5.66K), JPMorgan Chase & Co. ($5.22K), Cetera Investment Advisers ($3.60K), Bank of America Corp DE ($2.83K), Mariner LLC ($2.20K), and Gradient Investments LLC ($1.96K).

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

Institutional investors have sold a total of 71,197 shares in the last 24 months. This volume of shares sold represents approximately $8.63M in transactions.


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This page (NYSEARCA:SHE) was last updated on 9/21/2025 by MarketBeat.com Staff
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