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SPDR MSCI USA Gender Diversity ETF (SHE) Institutional Ownership

SPDR MSCI USA Gender Diversity ETF logo
$126.27 -0.28 (-0.22%)
As of 09:51 AM Eastern
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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)
$9.74M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$8.45M
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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
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%
5/16/2025 Bell Investment Advisors Inc6,636$757K0.1%-4.8%0.316%
5/16/2025 Goldman Sachs Group Inc.3,416$390K0.0%N/A0.163%
5/16/2025 Jones Financial Companies Lllp2,964$364K0.0%+60.4%0.141%
5/16/2025 Aprio Wealth Management LLC2,969$339K0.0%-8.9%0.141%
5/15/2025 Focus Partners Advisor Solutions LLC2,477$283K0.0%N/A0.118%
5/15/2025 Royal Bank of Canada14,529$1.66M0.0%-5.1%0.692%
5/15/2025 Betterment LLC36,763$4.20M0.0%+0.9%1.751%
5/15/2025 MAI Capital Management460$53K0.0%-16.5%0.022%
5/14/2025 KilterHowling LLC2,119$246K0.2%-9.6%0.101%
5/14/2025 Northwestern Mutual Wealth Management Co.1,416$162K0.0%-12.5%0.067%
5/14/2025 CW Advisors LLC4,422$505K0.0%-4.9%0.211%
5/8/2025US Financial Advisors LLC4,363$498K0.1%+4.7%0.208%
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5/7/2025 MJT & Associates Financial Advisory Group Inc.1,263$144K0.1%N/A0.060%
5/7/2025 LPL Financial LLC108,773$12.42M0.0%+3.9%5.180%
5/7/2025 Mitchell Sinkler & Starr PA2,625$300K0.1%+31.9%0.125%
5/6/2025 Cetera Investment Advisers29,385$3.35M0.0%-6.1%1.399%
5/1/2025 CWM LLC8,013$915K0.0%+2,510.1%0.382%
5/1/2025 Fingerlakes Wealth Management Inc.3,873$442K0.4%-6.1%0.184%
4/30/2025 Abound Financial LLC2,266$259K0.1%-16.0%0.108%
4/29/2025 Envestnet 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%
4/24/2025 Laurel Wealth Planning LLC5,252$599K0.4%-3.9%0.250%
4/22/2025 Cambridge Investment Research Advisors Inc.6,894$787K0.0%+7.8%0.328%
4/21/2025 Johnson 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%
3/6/2025 Wood Tarver Financial Group LLC1,687$195K0.1%N/A0.078%
2/21/2025 Vermillion Wealth Management Inc.971$112K0.1%N/A0.043%
2/17/2025 Cetera Investment Advisers31,300$3.63M0.0%-5.1%1.391%
2/17/2025 Bank of America Corp DE43,359$5.02M0.0%-6.1%1.927%
2/17/2025 Ameriprise Financial Inc.5,248$607K0.0%-2.7%0.233%
2/14/2025 Mercer Global Advisors Inc. ADV3,470$402K0.0%-33.2%0.154%
2/14/2025 Betterment LLC36,441$4.22M0.0%-0.3%1.620%
2/13/2025 KilterHowling LLC2,343$286K0.2%-12.7%0.104%
2/13/2025 Mariner LLC3,007$348K0.0%-42.2%0.134%
2/13/2025 Raymond James Financial Inc.9,014$1.04M0.0%N/A0.401%
2/13/2025 Russell Investments Group Ltd.429$50K0.0%+4,666.7%0.019%
2/13/2025 Wells Fargo & Company MN12,225$1.42M0.0%+7.9%0.543%
2/12/2025 Blair William & Co. IL35,488$4.11M0.0%+0.6%1.577%
2/12/2025 JPMorgan Chase & Co.40,858$4.73M0.0%-10.5%1.816%
2/11/2025 Congress Wealth Management LLC DE4,649$538K0.0%-19.4%0.207%
2/11/2025 LPL Financial LLC104,715$12.13M0.0%+1.3%4.654%
2/11/2025 Sei Investments Co.6,353$736K0.0%+12.0%0.282%
2/10/2025 Thrivent Financial for Lutherans2,461$285K0.0%-4.5%0.109%
2/10/2025 Commonwealth Equity Services LLC7,220$836K0.0%-10.4%0.321%
2/7/2025 Bell Investment Advisors Inc6,967$807K0.2%-1.2%0.310%
2/6/2025 Raymond James Financial Inc.9,014$1.04M0.0%N/A0.401%
2/6/2025 Jones Financial Companies Lllp1,848$214K0.0%+17.1%0.082%
2/5/2025 Private Trust Co. NA1,146$133K0.0%-8.0%0.051%
2/3/2025 Laurel Wealth Planning LLC5,466$633K0.4%+2.9%0.243%
2/3/2025 Fingerlakes Wealth Management Inc.4,124$478K0.4%-8.0%0.183%
1/30/2025 Valmark Advisers Inc.2,255$261K0.0%-12.6%0.100%
1/27/2025 Stephens Consulting LLC2,042$236K0.1%+28.3%0.091%
1/21/2025 Gradient Investments LLC8,268$957K0.0%+2.1%0.367%
1/17/2025 Bartlett & 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%
12/26/2024 JPMorgan Chase & Co.45,647$5.19M0.0%-0.9%2.029%
11/18/2024 Sunbelt Securities Inc.546$62K0.0%N/A0.024%
11/15/2024 MCIA Inc3,702$443K0.1%+30.6%0.165%
11/8/2024 Howe & Rusling Inc.1,562$177K0.0%-25.9%0.069%
This is my Christian duty (Ad)

“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.tc pixel

Watch Jim Rickards reveal the Old Testament Wealth Code
11/5/2024 Aptus 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%
10/24/2024 Bristlecone 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%
10/21/2024 Whittier Trust Co.1,965$223K0.0%-25.5%0.087%
10/19/2024 Stephens Consulting LLC1,592$181K0.0%+21.5%0.071%
10/9/2024 Albion Financial Group UT30,847$3.50M0.2%-0.6%1.371%
8/30/2024 Brown Financial Advisors350$38K0.0%N/A0.016%
(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, 82 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 64 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 83,341 shares in the last 24 months. This purchase volume represents approximately $9.74M in transactions.

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

Of the 39 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 69,739 shares in the last 24 months. This volume of shares sold represents approximately $8.45M in transactions.


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This page (NYSEARCA:SHE) was last updated on 8/29/2025 by MarketBeat.com Staff
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