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

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$106.22
+0.22 (+0.21%)
(As of 05/17/2024 08:54 PM ET)
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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)
$39.40M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$1.74M
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SHE Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 Blair William & Co. IL35,283$3.74M0.0%+40.3%1.568%
5/9/2024 SageView Advisory Group LLC18,841$2.00M0.1%N/A0.837%
5/8/2024 Bell Investment Advisors Inc6,864$727K0.1%-6.4%0.305%
5/7/2024 Sei Investments Co.5,741$608K0.0%-10.9%0.255%
5/2/2024 Pittenger & Anderson Inc.2,400$254K0.0%+25.1%0.107%
5/1/2024 Janney Montgomery Scott LLC2,061$218K0.0%N/A0.092%
4/30/2024 Mitchell Sinkler & Starr PA1,990$211K0.1%N/A0.088%
4/30/2024Commonwealth Equity Services LLC6,928$733K0.0%+5.2%0.308%
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%
3/22/2024 PNC 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%
2/8/2024 US Financial Advisors LLC4,872$463K0.2%+7.5%0.207%
2/2/2024 Valmark 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%
1/12/2024 Mutual Advisors LLC2,293$218K0.0%N/A0.098%
1/9/2024 MCIA Inc2,914$277K0.1%+12.6%0.124%
11/30/2023 Modera Wealth Management LLC46,689$3.97M0.1%N/A1.987%
11/13/2023 Rock Creek Group LP179,839$15.29M1.5%N/A7.653%
11/13/2023 MCIA Inc2,587$227K0.1%+7.6%0.110%
11/13/2023 LPL Financial LLC98,571$8.38M0.0%-1.1%4.195%
11/13/2023 WCG Wealth Advisors LLC21,525$1.92M0.1%-3.6%0.916%
11/13/2023 Kestra Advisory Services LLC5,447$463K0.0%-8.0%0.232%
11/13/2023 US Financial Advisors LLC4,533$385K0.2%+9.5%0.193%
11/9/2023 Blair William & Co. IL19,307$1.64M0.0%+42.3%0.822%
11/9/2023 UBS Group AG42,502$3.61M0.0%-4.2%1.809%
11/9/2023 Howe & Rusling Inc.2,141$182K0.0%+292.1%0.091%
11/8/2023 Bell 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%
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11/1/2023 Beaumont Financial Advisors LLC2,655$226K0.0%-16.7%0.113%
10/31/2023 Allworth Financial LP4,573$389K0.0%N/A0.195%
10/30/2023 Congress Wealth Management LLC DE6,415$545K0.0%+20.6%0.273%
10/27/2023 Whittier 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%
8/10/2023 US Financial Advisors LLC4,138$364K0.2%-6.1%0.176%
8/10/2023 Cetera Investment Advisers34,570$3.04M0.0%-5.6%1.471%
8/9/2023 Bell Investment Advisors Inc7,424$654K0.1%+14.4%0.316%
8/3/2023 PFG Investments LLC2,305$203K0.0%N/A0.098%
8/2/2023 Bank of Montreal Can700$62K0.0%N/A0.030%
7/31/2023 LPL 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%
7/18/2023 Sentinel 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%
5/16/2023 Betterment LLC35,728$2.96M0.0%+0.7%1.489%
5/11/2023 Bristlecone Advisors LLC565$47K0.0%N/A0.024%
5/10/2023 LPL Financial LLC98,429$8.16M0.0%-2.8%4.101%
5/10/2023 Bell Investment Advisors Inc6,492$538K0.1%+20.8%0.271%
5/4/2023 US 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%
5/1/2023 Money 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%
2/13/2023 Betterment LLC35,492$2.80M0.0%+0.7%1.376%
2/10/2023 First 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%
2/9/2023 Mercer Global Advisors Inc. ADV10,470$825K0.0%+2.2%0.406%
2/9/2023 Bell 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%
2/8/2023 UBS Group AG44,177$3.48M0.0%+8.0%1.712%
2/8/2023 Belpointe 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%
2/7/2023 LPL Financial LLC101,256$7.98M0.0%+8.4%3.925%
2/7/2023 Envestnet 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%
1/31/2023 Kestra Advisory Services LLC6,379$503K0.0%+8.3%0.247%
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1/31/2023 Money Design Co. Ltd.110,337$8.69M0.7%-14.8%4.277%
1/27/2023 Boston Financial Mangement LLC3,405$268K0.0%N/A0.132%
1/26/2023 US Financial Advisors LLC4,274$337K0.2%N/A0.166%
1/25/2023 Beaumont Financial Advisors LLC3,189$251K0.0%N/A0.124%
1/23/2023 Mendel 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%
11/14/2022Beaumont Financial Partners LLC3,614$263K0.0%+6.9%0.138%
11/10/2022 Tower Research Capital LLC TRC6,775$493K0.0%+69.8%0.259%
(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, 61 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), Blair William & Co. IL ($3.74M), and UBS Group AG ($3.61M).Learn more on SHE's institutional investors.

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

Of the 52 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 SageView Advisory Group LLC ($18.84K).

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

Institutional investors have bought a total of 592,537 shares in the last 24 months. This purchase volume represents approximately $51.35M in transactions.

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

Of the 28 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 ($10.39K), LPL Financial LLC ($3.94K), Gradient Investments LLC ($3.93K), First Horizon Advisors Inc. ($3.37K), Raymond James Financial Services Advisors Inc. ($3.33K), and Albion Financial Group UT ($2.63K).

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

Institutional investors have sold a total of 64,458 shares in the last 24 months. This volume of shares sold represents approximately $5.27M in transactions.


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This page (NYSEARCA:SHE) was last updated on 5/20/2024 by MarketBeat.com Staff

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