SPDR MSCI USA Gender Diversity Index ETF (SHE) Institutional Ownership

$101.65
-0.82 (-0.80%)
(As of 04/25/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$37.75M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$1.88M
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SHE Institutional Buying and Selling by Quarter

SPDR MSCI USA Gender Diversity Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Gradient Investments LLC8,130$861K0.0%+3.8%0.361%
4/22/2024 PFG Investments LLC2,453$260K0.0%+5.9%0.109%
4/22/2024 Laurel Wealth Planning LLC5,135$544K0.4%-3.9%0.228%
4/19/2024 Albion Financial Group UT30,714$3.25M0.3%+1.8%1.365%
4/11/2024 MCIA Inc2,793$294K0.1%-4.2%0.119%
4/10/2024 Aprio Wealth Management LLC3,120$330K0.1%-8.1%0.133%
3/22/2024PNC Financial Services Group Inc.282$27K0.0%-61.0%0.012%
2/9/2024 Laurel Wealth Planning LLC5,341$507K0.4%-22.8%0.227%
2/8/2024US Financial Advisors LLC4,872$463K0.2%+7.5%0.207%
2/2/2024Valmark Advisers Inc.2,580$245K0.0%-20.7%0.110%
1/25/2024 International Assets Investment Management LLC67,370$6.40M0.0%N/A2.867%
1/24/2024 International Assets Investment Management LLC67,370$6.40M0.0%N/A2.867%
1/18/2024 Gradient Investments LLC7,830$744K0.0%-2.5%0.333%
1/17/2024 PFG Investments LLC2,316$220K0.0%N/A0.099%
1/16/2024 Raymond James Financial Services Advisors Inc.3,847$365K0.0%-46.4%0.164%
1/16/2024 Raymond James & Associates2,268$215K0.0%-14.3%0.097%
1/12/2024Mutual Advisors LLC2,293$218K0.0%N/A0.098%
1/9/2024 MCIA Inc2,914$277K0.1%+12.6%0.124%
11/30/2023Modera Wealth Management LLC46,689$3.97M0.1%N/A1.987%
11/13/2023Rock Creek Group LP179,839$15.29M1.5%N/A7.653%
11/13/2023 MCIA Inc2,587$227K0.1%+7.6%0.110%
11/13/2023LPL Financial LLC98,571$8.38M0.0%-1.1%4.195%
11/13/2023WCG Wealth Advisors LLC21,525$1.92M0.1%-3.6%0.916%
11/13/2023Kestra Advisory Services LLC5,447$463K0.0%-8.0%0.232%
11/13/2023US Financial Advisors LLC4,533$385K0.2%+9.5%0.193%
11/9/2023Blair William & Co. IL19,307$1.64M0.0%+42.3%0.822%
11/9/2023UBS Group AG42,502$3.61M0.0%-4.2%1.809%
11/9/2023Howe & Rusling Inc.2,141$182K0.0%+292.1%0.091%
11/8/2023Bell Investment Advisors Inc7,267$618K0.1%-2.1%0.309%
11/8/2023Pathstone Family Office LLC1,857$158K0.0%N/A0.079%
11/8/2023 Fingerlakes Wealth Management Inc.4,986$424K0.5%-2.6%0.212%
11/1/2023 Albion Financial Group UT30,094$2.56M0.2%+12.2%1.281%
11/1/2023Beaumont Financial Advisors LLC2,655$226K0.0%-16.7%0.113%
10/31/2023Allworth Financial LP4,573$389K0.0%N/A0.195%
10/30/2023 Congress Wealth Management LLC DE6,415$545K0.0%+20.6%0.273%
10/27/2023Whittier Trust Co.2,637$224K0.0%N/A0.112%
10/27/2023 Laurel Wealth Planning LLC6,920$588K0.5%-6.4%0.294%
10/24/2023 Raymond James Financial Services Advisors Inc.7,178$610K0.0%+7.7%0.305%
10/24/2023 Raymond James & Associates2,645$225K0.0%N/A0.113%
10/24/2023 Cambridge Investment Research Advisors Inc.7,351$625K0.0%-7.2%0.313%
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8/10/2023US Financial Advisors LLC4,138$364K0.2%-6.1%0.176%
8/10/2023Cetera Investment Advisers34,570$3.04M0.0%-5.6%1.471%
8/9/2023Bell Investment Advisors Inc7,424$654K0.1%+14.4%0.316%
8/3/2023 PFG Investments LLC2,305$203K0.0%N/A0.098%
8/2/2023Bank of Montreal Can700$62K0.0%N/A0.030%
7/31/2023LPL Financial LLC99,686$8.78M0.0%+1.3%4.242%
7/26/2023 Albion Financial Group UT26,810$2.36M0.2%-5.9%1.117%
7/26/2023 MCIA Inc2,404$217K0.1%N/A0.100%
7/19/2023 Laurel Wealth Planning LLC7,393$651K0.5%+5.0%0.308%
7/18/2023Sentinel Pension Advisors Inc.2,417$213K0.1%N/A0.101%
7/14/2023Bartlett & Co. LLC400$35K0.0%N/A0.017%
7/13/2023 Cambridge Investment Research Advisors Inc.7,924$698K0.0%+21.2%0.330%
7/11/2023 Gradient Investments LLC8,128$716K0.0%-7.0%0.339%
5/16/2023Betterment LLC35,728$2.96M0.0%+0.7%1.489%
5/11/2023 Bristlecone Advisors LLC565$47K0.0%N/A0.024%
5/10/2023LPL Financial LLC98,429$8.16M0.0%-2.8%4.101%
5/10/2023Bell Investment Advisors Inc6,492$538K0.1%+20.8%0.271%
5/4/2023US Financial Advisors LLC4,409$366K0.2%+3.2%0.184%
5/3/2023 Fingerlakes Wealth Management Inc.5,167$428K0.5%-5.1%0.215%
5/1/2023Money Concepts Capital Corp22,116$805K0.0%+1,035.3%0.922%
4/28/2023 Wealthfront Advisers LLC5,188$430K0.0%+4.5%0.216%
4/28/2023Harvest Group Wealth Management LLC8,744$725K0.5%+11.2%0.364%
4/19/2023 International Assets Investment Management LLC8,790$775K0.1%N/A0.366%
4/18/2023 Albion Financial Group UT28,481$2.36M0.2%+2.7%1.187%
4/17/2023 Gradient Investments LLC8,739$724K0.0%-10.2%0.364%
4/14/2023 Aprio Wealth Management LLC3,193$265K0.1%+24.3%0.125%
2/13/2023Betterment LLC35,492$2.80M0.0%+0.7%1.376%
2/10/2023First Horizon Advisors Inc.2,657$209K0.0%-30.5%0.103%
2/10/2023 Fingerlakes Wealth Management Inc.5,446$429K0.6%-4.7%0.211%
2/9/2023Mercer Global Advisors Inc. ADV10,470$825K0.0%+2.2%0.406%
2/9/2023Bell Investment Advisors Inc5,374$423K0.1%+2.5%0.208%
2/8/2023 Raymond James Financial Services Advisors Inc.6,686$527K0.0%+52.2%0.259%
2/8/2023UBS Group AG44,177$3.48M0.0%+8.0%1.712%
2/8/2023Belpointe Asset Management LLC1,109$87K0.0%N/A0.043%
2/8/2023 Cambridge Investment Research Advisors Inc.6,507$513K0.0%+6.3%0.252%
2/7/2023Commonwealth Equity Services LLC7,142$562K0.0%+6.3%0.277%
2/7/2023LPL Financial LLC101,256$7.98M0.0%+8.4%3.925%
2/7/2023Envestnet Asset Management Inc.10,744$847K0.0%-1.3%0.416%
2/3/2023 Albion Financial Group UT27,726$2.19M0.2%-3.4%1.075%
2/2/2023 Congress Wealth Management LLC DE5,193$409K0.0%+11.3%0.201%
1/31/2023 Atticus Wealth Management LLC1,005$79K0.0%N/A0.039%
1/31/2023Kestra Advisory Services LLC6,379$503K0.0%+8.3%0.247%
1/31/2023Money Design Co. Ltd.110,337$8.69M0.7%-14.8%4.277%
1/27/2023Boston Financial Mangement LLC3,405$268K0.0%N/A0.132%
1/26/2023US Financial Advisors LLC4,274$337K0.2%N/A0.166%
1/25/2023Beaumont Financial Advisors LLC3,189$251K0.0%N/A0.124%
1/23/2023Mendel Capital Management LLC4,064$320K0.3%-3.5%0.158%
1/17/2023 Armstrong Advisory Group Inc.340$27K0.0%N/A0.013%
1/11/2023 Aprio Wealth Management LLC2,569$202K0.1%N/A0.100%
1/10/2023 Gradient Investments LLC9,737$767K0.0%-17.9%0.377%
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11/14/2022Beaumont Financial Partners LLC3,614$263K0.0%+6.9%0.138%
11/10/2022Tower Research Capital LLC TRC6,775$493K0.0%+69.8%0.259%
11/10/2022UBS Group AG40,908$2.98M0.0%-1.1%1.561%
11/9/2022Bell Investment Advisors Inc5,243$382K0.1%+12.0%0.200%
11/9/2022First Horizon Advisors Inc.3,823$278K0.0%-36.5%0.146%
11/3/2022Equitable Trust Co.2,941$214K0.0%N/A0.112%
11/2/2022BDO Wealth Advisors LLC564$41K0.0%-58.1%0.022%
11/2/2022 Laurel Wealth Planning LLC7,076$515K0.4%-4.0%0.270%
11/1/2022Kestra Advisory Services LLC5,890$429K0.0%-3.0%0.225%
10/27/2022 Albion Financial Group UT28,688$2.09M0.2%+26.4%1.095%
(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, 62 institutional investors and hedge funds held shares of SPDR MSCI USA Gender Diversity Index ETF. The most heavily invested institutionals were Rock Creek Group LP ($15.29M), Money Design Co. Ltd. ($8.69M), LPL Financial LLC ($8.38M), International Assets Investment Management LLC ($6.40M), Modera Wealth Management LLC ($3.97M), UBS Group AG ($3.61M), and Albion Financial Group UT ($3.25M).Learn more on SHE's institutional investors.

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

Of the 53 institutional investors that purchased SPDR MSCI USA Gender Diversity Index ETF 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 ($143.53K), Modera Wealth Management LLC ($46.69K), Money Design Co. Ltd. ($25.09K), WCG Wealth Advisors LLC ($24.24K), Money Concepts Capital Corp ($20.17K), and Strategic Wealth Advisors Group LLC ($12.77K).

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

Institutional investors have bought a total of 582,273 shares in the last 24 months. This purchase volume represents approximately $49.94M in transactions.

Which SPDR MSCI USA Gender Diversity Index ETF major shareholders have been selling company stock?

Of the 29 institutional investors that sold SPDR MSCI USA Gender Diversity Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Money Design Co. Ltd. ($19.11K), Laurel Wealth Planning LLC ($12.55K), First Horizon Advisors Inc. ($6.71K), LPL Financial LLC ($3.94K), Gradient Investments LLC ($3.93K), Raymond James Financial Services Advisors Inc. ($3.33K), and Albion Financial Group UT ($2.81K).

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

Institutional investors have sold a total of 69,783 shares in the last 24 months. This volume of shares sold represents approximately $5.74M in transactions.


This page (NYSEARCA:SHE) was last updated on 4/25/2024 by MarketBeat.com Staff

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