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SPDR MSCI USA Gender Diversity ETF (SHE) Institutional Ownership

SPDR MSCI USA Gender Diversity ETF logo
$151.87 0.00 (0.00%)
As of 05/22/2026 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)
48
Total
Institutional Inflows
(last 12 months)
$49.24M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$14.30M
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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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC408$52K0.0%N/A0.020%
5/19/2026 Bank of America Corp DE45,418$5.81M0.0%-3.7%2.184%
5/18/2026 Royal Bank of Canada12,322$1.58M0.0%+5.6%0.592%
5/13/2026 Cetera Investment Advisers28,652$3.66M0.0%-1.1%1.378%
5/6/2026 Bartlett & CO. Wealth Management LLC795$102K0.0%+39.5%0.038%
5/6/2026 Assetmark Inc.1,665$213K0.0%-6.3%0.080%
5/5/2026 Wealthfront Advisers LLC6,276$802K0.0%+1.9%0.302%
5/5/2026 Bank of New York Mellon Corp3,018$386K0.0%+7.1%0.145%
5/5/2026 Geneos Wealth Management Inc.33,219$4.25M0.1%+0.4%1.597%
5/1/2026 Fifth Third Bancorp615$79K0.0%N/A0.030%
4/22/2026 Janney Montgomery Scott LLC2,128$272K0.0%+30.7%0.101%
4/17/2026 Bell Investment Advisors Inc6,739$861K0.1%+4.3%0.321%
3/4/2026 SHP Wealth Management231$31K0.0%N/A0.011%
2/17/2026 Cetera Investment Advisers28,972$3.83M0.0%-2.7%1.348%
2/17/2026 Osaic Holdings Inc.10,861$1.44M0.0%-3.1%0.505%
2/17/2026 Royal Bank of Canada11,667$1.54M0.0%-4.0%0.543%
2/17/2026 Abound Financial LLC1,888$249K0.1%-4.1%0.088%
2/13/2026 Kestra Advisory Services LLC5,842$772K0.0%-1.5%0.272%
2/13/2026 Winter & Associates Inc.3,208$424K0.4%N/A0.149%
2/13/2026 Wells Fargo & Company MN11,866$1.57M0.0%+1.3%0.552%
2/11/2026 Focus Partners Advisor Solutions LLC3,244$428K0.0%-44.5%0.151%
2/11/2026 LPL Financial LLC121,362$16.03M0.0%+2.0%5.645%
2/11/2026 JPMorgan Chase & Co.37,531$4.96M0.0%-0.6%1.746%
2/10/2026 Root Financial Partners LLC587$78K0.0%-11.9%0.027%
2/10/2026 Rock Creek Group LP139,960$18.49M1.9%-22.2%6.510%
2/10/2026 Godfrey Financial Associates Inc.503$66K0.1%N/A0.023%
2/9/2026 White Lighthouse Investment Management Inc.1,658$219K0.0%N/A0.077%
2/5/2026 AlphaCore Capital LLC400$53K0.0%N/A0.019%
2/3/2026 International Assets Investment Management LLC221$29K0.0%N/A0.010%
2/2/2026 Truist Financial Corp2,014$266K0.0%N/A0.094%
1/30/2026 Certuity LLC2,816$372K0.0%-18.1%0.131%
1/29/2026 UBS Group AG21,418$2.83M0.0%-1.9%0.996%
1/28/2026 Geneos Wealth Management Inc.33,081$4.37M0.1%+26,154.8%1.539%
1/27/2026 Seeds Investor LLC3,616$478K0.1%+14.4%0.168%
1/23/2026 Assetmark Inc.1,777$235K0.0%-22.2%0.083%
1/21/2026 South Shore Capital Advisors3,935$520K0.4%N/A0.183%
1/21/2026 Albion Financial Group UT45,072$5.95M0.4%-2.8%2.096%
1/21/2026 Sowell Financial Services LLC1,717$227K0.0%-23.0%0.080%
1/15/2026 Monument Group Wealth Advisors LLC1,550$205K0.1%N/A0.072%
1/9/2026 Silverlake Wealth Management LLC1,608$212K0.0%N/A0.075%
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1/9/2026 Dynamic Advisor Solutions LLC3,395$448K0.0%N/A0.158%
1/8/2026 Gradient Investments LLC6,707$886K0.0%+6.7%0.312%
1/1/2026 JPMorgan Chase & Co.37,755$4.81M0.0%-7.8%1.756%
11/21/2025 Bell Investment Advisors Inc6,441$821K0.1%-3.3%0.300%
11/20/2025 First Affirmative Financial Network93,214$11.88M5.6%N/A4.336%
11/17/2025 Susquehanna International Group LLP24,823$3.16M0.0%+123.5%1.155%
11/17/2025 Northwestern Mutual Wealth Management Co.1,043$133K0.0%-19.1%0.049%
11/17/2025 Mercer Global Advisors Inc. ADV4,645$592K0.0%+55.1%0.216%
11/17/2025 Bank of America Corp DE51,347$6.55M0.0%-2.7%2.388%
11/17/2025 Ameriprise Financial Inc.3,659$466K0.0%-28.7%0.170%
11/14/2025 Raymond James Financial Inc.10,061$1.28M0.0%-2.5%0.468%
11/13/2025 Sei Investments Co.6,346$809K0.0%-2.4%0.295%
11/13/2025 UBS Group AG21,827$2.78M0.0%-5.9%1.015%
11/12/2025 Focus Partners Advisor Solutions LLC5,843$765K0.0%+81.2%0.272%
11/12/2025 Rock Creek Group LP179,839$22.92M2.4%N/A8.365%
11/10/2025 Clearstead Advisors LLC437$56K0.0%N/A0.020%
11/10/2025 Rossby Financial LCC777$99K0.0%+398.1%0.036%
11/7/2025 JPMorgan Chase & Co.37,755$4.81M0.0%-7.8%1.756%
11/6/2025 Assetmark Inc.2,283$291K0.0%-5.7%0.106%
11/6/2025 Wealthfront Advisers LLC6,228$794K0.0%+2.4%0.290%
11/5/2025 Envestnet Asset Management Inc.1,839$234K0.0%-59.2%0.086%
11/4/2025 Jones Financial Companies Lllp5,108$647K0.0%+12.9%0.238%
10/29/2025 Root Financial Partners LLC666$85K0.0%N/A0.031%
10/29/2025 Wealth Enhancement Advisory Services LLC5,524$710K0.0%+4.6%0.257%
10/20/2025 Laurel Wealth Planning LLC4,711$600K0.3%-12.3%0.219%
10/20/2025 Albion Financial Group UT46,384$5.91M0.4%+30.9%2.157%
10/17/2025 Sowell Financial Services LLC2,231$284K0.0%-7.8%0.104%
10/15/2025 CWM LLC1,047$133K0.0%-55.5%0.049%
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%
8/13/2025CW 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%
7/25/2025Stephens 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%
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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%


SHE Institutional Ownership - Frequently Asked Questions

During the previous two years, 92 institutional investors and hedge funds held shares of SPDR MSCI USA Gender Diversity ETF. The most heavily invested institutionals were Rock Creek Group LP ($18.49M), LPL Financial LLC ($16.03M), First Affirmative Financial Network ($11.88M), Albion Financial Group UT ($5.95M), Bank of America Corp DE ($5.81M), JPMorgan Chase & Co. ($4.96M), and Geneos Wealth Management Inc. ($4.25M).Learn more on SPDR MSCI USA Gender Diversity ETF's institutional investors.

Of the 72 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), First Affirmative Financial Network ($93.21K), Geneos Wealth Management Inc. ($33.09K), Raymond James Financial Inc. ($19.52K), Albion Financial Group UT ($15.84K), Susquehanna International Group LLP ($13.72K), and LPL Financial LLC ($7.75K).

Institutional investors have bought a total of 385,092 shares in the last 24 months. This purchase volume represents approximately $49.24M in transactions.

Of the 30 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: Rock Creek Group LP ($39.88K), Blair William & Co. IL ($33.60K), CWM LLC ($6.97K), JPMorgan Chase & Co. ($6.61K), Bank of America Corp DE ($3.16K), Envestnet Asset Management Inc. ($2.80K), and Focus Partners Advisor Solutions LLC ($2.60K).

Institutional investors have sold a total of 111,351 shares in the last 24 months. This volume of shares sold represents approximately $14.30M in transactions.


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This page (NYSEARCA:SHE) was last updated on 5/25/2026 by MarketBeat.com Staff.
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