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SPDR MSCI USA Gender Diversity ETF (SHE) Institutional Ownership

SPDR MSCI USA Gender Diversity ETF logo
$153.55 0.00 (0.00%)
As of 07/2/2026 04:10 PM 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)
47
Total
Institutional Inflows
(last 12 months)
$48.85M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$14.30M
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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
5/19/2026Western Wealth Management LLC408$52K0.0%N/A0.020%
5/19/2026Bank of America Corp DE45,418$5.81M0.0%-3.7%2.184%
5/18/2026Royal Bank of Canada12,322$1.58M0.0%+5.6%0.592%
5/13/2026Cetera Investment Advisers28,652$3.66M0.0%-1.1%1.378%
5/6/2026Bartlett & CO. Wealth Management LLC795$102K0.0%+39.5%0.038%
5/6/2026Assetmark Inc.1,665$213K0.0%-6.3%0.080%
5/5/2026Wealthfront Advisers LLC6,276$802K0.0%+1.9%0.302%
5/5/2026Bank of New York Mellon Corp3,018$386K0.0%+7.1%0.145%
5/5/2026Geneos Wealth Management Inc.33,219$4.25M0.1%+0.4%1.597%
5/1/2026Fifth Third Bancorp615$79K0.0%N/A0.030%
4/22/2026Janney Montgomery Scott LLC2,128$272K0.0%+30.7%0.101%
4/17/2026Bell Investment Advisors Inc6,739$861K0.1%+4.3%0.321%
3/4/2026SHP Wealth Management231$31K0.0%N/A0.011%
2/17/2026Cetera Investment Advisers28,972$3.83M0.0%-2.7%1.348%
2/17/2026Osaic Holdings Inc.10,861$1.44M0.0%-3.1%0.505%
2/17/2026Royal Bank of Canada11,667$1.54M0.0%-4.0%0.543%
2/17/2026Abound Financial LLC1,888$249K0.1%-4.1%0.088%
2/13/2026Kestra Advisory Services LLC5,842$772K0.0%-1.5%0.272%
2/13/2026Winter & Associates Inc.3,208$424K0.4%N/A0.149%
2/13/2026Wells Fargo & Company MN11,866$1.57M0.0%+1.3%0.552%
2/11/2026Focus Partners Advisor Solutions LLC3,244$428K0.0%-44.5%0.151%
2/11/2026LPL Financial LLC121,362$16.03M0.0%+2.0%5.645%
2/11/2026JPMorgan Chase & Co.37,531$4.96M0.0%-0.6%1.746%
2/10/2026Root Financial Partners LLC587$78K0.0%-11.9%0.027%
2/10/2026Rock Creek Group LP139,960$18.49M1.9%-22.2%6.510%
2/10/2026Godfrey Financial Associates Inc.503$66K0.1%N/A0.023%
2/9/2026White Lighthouse Investment Management Inc.1,658$219K0.0%N/A0.077%
2/5/2026AlphaCore Capital LLC400$53K0.0%N/A0.019%
2/3/2026International Assets Investment Management LLC221$29K0.0%N/A0.010%
2/2/2026Truist Financial Corp2,014$266K0.0%N/A0.094%
1/30/2026Certuity LLC2,816$372K0.0%-18.1%0.131%
1/29/2026UBS Group AG21,418$2.83M0.0%-1.9%0.996%
1/28/2026Geneos Wealth Management Inc.33,081$4.37M0.1%+26,154.8%1.539%
1/27/2026Seeds Investor LLC3,616$478K0.1%+14.4%0.168%
1/23/2026Assetmark Inc.1,777$235K0.0%-22.2%0.083%
1/21/2026South Shore Capital Advisors3,935$520K0.4%N/A0.183%
1/21/2026Albion Financial Group UT45,072$5.95M0.4%-2.8%2.096%
1/21/2026Sowell Financial Services LLC1,717$227K0.0%-23.0%0.080%
1/15/2026Monument Group Wealth Advisors LLC1,550$205K0.1%N/A0.072%
1/9/2026Silverlake Wealth Management LLC1,608$212K0.0%N/A0.075%
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1/9/2026Dynamic Advisor Solutions LLC3,395$448K0.0%N/A0.158%
1/8/2026Gradient Investments LLC6,707$886K0.0%+6.7%0.312%
1/1/2026JPMorgan Chase & Co.37,755$4.81M0.0%-7.8%1.756%
11/21/2025Bell Investment Advisors Inc6,441$821K0.1%-3.3%0.300%
11/20/2025First Affirmative Financial Network93,214$11.88M5.6%N/A4.336%
11/17/2025Susquehanna International Group LLP24,823$3.16M0.0%+123.5%1.155%
11/17/2025Northwestern Mutual Wealth Management Co.1,043$133K0.0%-19.1%0.049%
11/17/2025Mercer Global Advisors Inc. ADV4,645$592K0.0%+55.1%0.216%
11/17/2025Bank of America Corp DE51,347$6.55M0.0%-2.7%2.388%
11/17/2025Ameriprise Financial Inc.3,659$466K0.0%-28.7%0.170%
11/14/2025Raymond James Financial Inc.10,061$1.28M0.0%-2.5%0.468%
11/13/2025Sei Investments Co.6,346$809K0.0%-2.4%0.295%
11/13/2025UBS Group AG21,827$2.78M0.0%-5.9%1.015%
11/12/2025Focus Partners Advisor Solutions LLC5,843$765K0.0%+81.2%0.272%
11/12/2025Rock Creek Group LP179,839$22.92M2.4%N/A8.365%
11/10/2025Clearstead Advisors LLC437$56K0.0%N/A0.020%
11/10/2025Rossby Financial LCC777$99K0.0%+398.1%0.036%
11/7/2025JPMorgan Chase & Co.37,755$4.81M0.0%-7.8%1.756%
11/6/2025Assetmark Inc.2,283$291K0.0%-5.7%0.106%
11/6/2025Wealthfront Advisers LLC6,228$794K0.0%+2.4%0.290%
11/5/2025Envestnet Asset Management Inc.1,839$234K0.0%-59.2%0.086%
11/4/2025Jones Financial Companies Lllp5,108$647K0.0%+12.9%0.238%
10/29/2025Root Financial Partners LLC666$85K0.0%N/A0.031%
10/29/2025Wealth Enhancement Advisory Services LLC5,524$710K0.0%+4.6%0.257%
10/20/2025Laurel Wealth Planning LLC4,711$600K0.3%-12.3%0.219%
10/20/2025Albion Financial Group UT46,384$5.91M0.4%+30.9%2.157%
10/17/2025Sowell Financial Services LLC2,231$284K0.0%-7.8%0.104%
10/15/2025CWM LLC1,047$133K0.0%-55.5%0.049%
9/4/2025Osaic Holdings Inc.6,587$822K0.0%-18.1%0.299%
8/29/2025Centaurus Financial Inc.864$108K0.0%N/A0.039%
8/26/2025Thrivent Financial for Lutherans2,180$272K0.0%N/A0.099%
8/15/2025Bank of America Corp DE52,785$6.59M0.0%+13.7%2.399%
8/15/2025Ameriprise Financial Inc.5,132$640K0.0%+32.2%0.233%
8/14/2025Raymond James Financial Inc.10,314$1.29M0.0%+16.9%0.469%
8/14/2025Sei Investments Co.6,501$811K0.0%-3.9%0.296%
8/13/2025CW Advisors LLC5,049$630K0.0%+14.2%0.230%
8/13/2025Northwestern Mutual Wealth Management Co.1,289$161K0.0%-9.0%0.059%
8/12/2025MAI Capital Management657$82K0.0%+42.8%0.030%
8/4/2025Assetmark Inc.2,421$302K0.0%N/A0.115%
8/1/2025Envestnet Asset Management Inc.4,509$563K0.0%-2.8%0.215%
7/31/2025Wealthfront Advisers LLC6,083$759K0.0%+2.5%0.290%
7/31/2025Focus Partners Advisor Solutions LLC3,225$403K0.0%+30.2%0.154%
7/29/2025Mountain Capital Investment Advisors Inc.3,543$443K0.1%-2.8%0.169%
7/29/2025Sincerus Advisory LLC1,587$201K0.2%N/A0.076%
7/25/2025Stephens Consulting LLC1,542$192K0.0%-24.5%0.073%
7/25/2025CWM LLC2,352$294K0.0%-70.6%0.112%
7/25/2025Johnson Investment Counsel Inc.2,500$312K0.0%-19.4%0.119%
7/24/2025Blair William & Co. IL1,894$236K0.0%-94.7%0.090%
7/23/2025Valmark Advisers Inc.2,352$294K0.0%+4.3%0.112%
7/23/2025Traphagen Investment Advisors LLC2,108$263K0.0%-8.4%0.100%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
7/22/2025Berkshire Money Management Inc.456$57K0.0%N/A0.022%
7/21/2025Ameritas Advisory Services LLC214$27K0.0%N/A0.010%
7/18/2025MJT & Associates Financial Advisory Group Inc.1,062$133K0.2%-15.9%0.051%
7/17/2025Albion Financial Group UT35,429$4.42M0.3%+0.4%1.687%
7/16/2025MJT & Associates Financial Advisory Group Inc.1,062$133K0.2%-15.9%0.051%
7/14/2025Sowell Financial Services LLC2,421$302K0.0%-6.6%0.115%
7/8/2025Gradient 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%


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 381,676 shares in the last 24 months. This purchase volume represents approximately $48.85M 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 7/5/2026 by MarketBeat.com Staff.
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