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

SPDR MSCI USA Gender Diversity Index ETF logo
$108.06 +0.39 (+0.36%)
As of 04/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$12.00M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$2.79M
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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
4/17/2025Sowell 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%
3/6/2025Wood Tarver Financial Group LLC1,687$195K0.1%N/A0.078%
2/21/2025Vermillion Wealth Management Inc.971$112K0.1%N/A0.043%
2/17/2025Cetera Investment Advisers31,300$3.63M0.0%-5.1%1.391%
2/17/2025Bank of America Corp DE43,359$5.02M0.0%-6.1%1.927%
2/17/2025Ameriprise Financial Inc.5,248$607K0.0%-2.7%0.233%
2/14/2025Mercer Global Advisors Inc. ADV3,470$402K0.0%-33.2%0.154%
2/14/2025Betterment LLC36,441$4.22M0.0%-0.3%1.620%
2/13/2025KilterHowling LLC2,343$286K0.2%-12.7%0.104%
2/13/2025Mariner LLC3,007$348K0.0%-42.2%0.134%
2/13/2025Raymond James Financial Inc.9,014$1.04M0.0%N/A0.401%
2/13/2025Russell Investments Group Ltd.429$50K0.0%+4,666.7%0.019%
2/13/2025Wells Fargo & Company MN12,225$1.42M0.0%+7.9%0.543%
2/12/2025Blair William & Co. IL35,488$4.11M0.0%+0.6%1.577%
2/12/2025JPMorgan Chase & Co.40,858$4.73M0.0%-10.5%1.816%
2/11/2025Congress Wealth Management LLC DE4,649$538K0.0%-19.4%0.207%
2/11/2025LPL Financial LLC104,715$12.13M0.0%+1.3%4.654%
2/11/2025Sei Investments Co.6,353$736K0.0%+12.0%0.282%
2/10/2025Thrivent Financial for Lutherans2,461$285K0.0%-4.5%0.109%
2/10/2025Commonwealth Equity Services LLC7,220$836K0.0%-10.4%0.321%
2/7/2025Bell Investment Advisors Inc6,967$807K0.2%-1.2%0.310%
2/6/2025Raymond James Financial Inc.9,014$1.04M0.0%N/A0.401%
2/6/2025Jones Financial Companies Lllp1,848$214K0.0%+17.1%0.082%
2/5/2025Private Trust Co. NA1,146$133K0.0%-8.0%0.051%
2/3/2025Laurel Wealth Planning LLC5,466$633K0.4%+2.9%0.243%
2/3/2025Fingerlakes Wealth Management Inc.4,124$478K0.4%-8.0%0.183%
1/30/2025Valmark Advisers Inc.2,255$261K0.0%-12.6%0.100%
1/27/2025Stephens Consulting LLC2,042$236K0.1%+28.3%0.091%
1/21/2025 Gradient Investments LLC8,268$957K0.0%+2.1%0.367%
1/17/2025Bartlett & CO. Wealth Management LLC570$66K0.0%+42.5%0.025%
1/17/2025Albion Financial Group UT31,237$3.62M0.2%+1.3%1.388%
12/26/2024JPMorgan Chase & Co.45,647$5.19M0.0%-0.9%2.029%
11/18/2024Sunbelt Securities Inc.546$62K0.0%N/A0.024%
11/15/2024MCIA Inc3,702$443K0.1%+30.6%0.165%
11/8/2024Howe & Rusling Inc.1,562$177K0.0%-25.9%0.069%
11/5/2024Aptus Capital Advisors LLC475$54K0.0%+705.1%0.021%
10/31/2024US Financial Advisors LLC4,171$474K0.1%-16.6%0.185%
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10/25/2024Boston Financial Mangement LLC4,073$463K0.0%-8.0%0.181%
10/24/2024Bristlecone Advisors LLC487$55K0.0%N/A0.022%
10/24/2024 Wealth Enhancement Advisory Services LLC3,814$433K0.0%-21.6%0.170%
10/23/2024CWC Advisors LLC.3,297$375K0.4%N/A0.147%
10/21/2024Whittier Trust Co.1,965$223K0.0%-25.5%0.087%
10/19/2024Stephens Consulting LLC1,592$181K0.0%+21.5%0.071%
10/9/2024Albion Financial Group UT30,847$3.50M0.2%-0.6%1.371%
8/30/2024Brown Financial Advisors350$38K0.0%N/A0.016%
8/22/2024Cetera Investment Advisers34,374$3.74M0.0%-1.5%1.528%
8/16/2024Northwestern Mutual Wealth Management Co.1,845$201K0.0%+27.2%0.082%
8/13/2024Sei Investments Co.5,564$605K0.0%-3.1%0.247%
8/8/2024Fingerlakes Wealth Management Inc.4,552$495K0.4%-6.7%0.202%
8/8/2024Bell Investment Advisors Inc7,002$762K0.1%+2.0%0.311%
8/7/2024PFG Investments LLC2,351$256K0.0%-4.2%0.104%
7/31/2024Commonwealth Equity Services LLC7,206$784K0.0%+4.0%0.320%
7/30/2024International Assets Investment Management LLC422$46K0.0%N/A0.019%
7/30/2024Boston Financial Mangement LLC4,426$482K0.0%-5.0%0.197%
7/30/2024Stephens Consulting LLC1,310$143K0.0%N/A0.058%
7/26/2024Bank of New York Mellon Corp2,352$256K0.0%N/A0.105%
7/25/2024Laurel Wealth Planning LLC5,316$578K0.4%+3.5%0.236%
7/23/2024Traphagen Investment Advisors LLC2,424$264K0.0%-9.1%0.108%
7/17/2024Atticus Wealth Management LLC875$95K0.0%-14.4%0.039%
7/10/2024Aprio Wealth Management LLC3,244$353K0.1%+4.0%0.144%
7/10/2024Albion Financial Group UT31,018$3.37M0.3%+1.0%1.379%
5/24/2024Cetera Advisors LLC31,854$3.37M0.0%N/A1.416%
5/24/2024Cetera Investment Advisers34,912$3.70M0.0%+5.3%1.552%
5/9/2024Blair William & Co. IL35,283$3.74M0.0%+40.3%1.568%
5/9/2024SageView Advisory Group LLC18,841$2.00M0.1%N/A0.837%
5/8/2024Bell Investment Advisors Inc6,864$727K0.1%-6.4%0.305%
5/7/2024Sei Investments Co.5,741$608K0.0%-10.9%0.255%
5/2/2024Pittenger & Anderson Inc.2,400$254K0.0%+25.1%0.107%
5/1/2024 Janney Montgomery Scott LLC2,061$218K0.0%N/A0.092%
4/30/2024Mitchell 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%
4/22/2024PFG Investments LLC2,453$260K0.0%+5.9%0.109%
4/22/2024Laurel Wealth Planning LLC5,135$544K0.4%-3.9%0.228%
4/19/2024Albion Financial Group UT30,714$3.25M0.3%+1.8%1.365%
4/11/2024MCIA Inc2,793$294K0.1%-4.2%0.119%
4/10/2024Aprio Wealth Management LLC3,120$330K0.1%-8.1%0.133%
3/22/2024PNC Financial Services Group Inc.282$27K0.0%-61.0%0.012%
2/9/2024Laurel 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%
1/25/2024International Assets Investment Management LLC67,370$6.40M0.0%N/A2.867%
1/24/2024International Assets Investment Management LLC67,370$6.40M0.0%N/A2.867%
1/18/2024 Gradient Investments LLC7,830$744K0.0%-2.5%0.333%
1/17/2024PFG Investments LLC2,316$220K0.0%N/A0.099%
1/16/2024Raymond James Financial Services Advisors Inc.3,847$365K0.0%-46.4%0.164%
1/16/2024Raymond James & Associates2,268$215K0.0%-14.3%0.097%
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1/12/2024Mutual Advisors LLC2,293$218K0.0%N/A0.098%
1/9/2024MCIA 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%
11/13/2023MCIA 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%
(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, 72 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), LPL Financial LLC ($12.13M), Bank of America Corp DE ($5.02M), JPMorgan Chase & Co. ($4.73M), Betterment LLC ($4.22M), Blair William & Co. IL ($4.11M), and Modera Wealth Management LLC ($3.97M).Learn more on SHE's institutional investors.

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

Of the 54 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 ($143.95K), Modera Wealth Management LLC ($46.69K), Cetera Advisors LLC ($31.85K), Money Concepts Capital Corp ($20.17K), SageView Advisory Group LLC ($18.84K), and Raymond James Financial Inc. ($18.03K).

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

Institutional investors have bought a total of 546,126 shares in the last 24 months. This purchase volume represents approximately $50.44M in transactions.

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

Of the 38 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: JPMorgan Chase & Co. ($5.22K), Cetera Investment Advisers ($4.28K), LPL Financial LLC ($3.94K), Raymond James Financial Services Advisors Inc. ($3.33K), Bank of America Corp DE ($2.83K), Laurel Wealth Planning LLC ($2.26K), and Mariner LLC ($2.20K).

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

Institutional investors have sold a total of 45,247 shares in the last 24 months. This volume of shares sold represents approximately $4.64M in transactions.



This page (NYSEARCA:SHE) was last updated on 4/18/2025 by MarketBeat.com Staff
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