Free Trial

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

SPDR MSCI USA Gender Diversity Index ETF logo
$116.83 +0.17 (+0.15%)
As of 01/6/2025 12:32 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$21.85M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$1.47M
Get SHE Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR MSCI USA Gender Diversity Index ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
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%
10/25/2024Boston Financial Mangement LLC4,073$463K0.0%-8.0%0.181%
10/24/2024Bristlecone Advisors LLC487$55K0.0%N/A0.022%
10/24/2024Wealth 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%
5/1/2024Janney 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%
Man Who Called Nvidia Says: “Your Retirement Is Inside This Building.” (Ad)

In 2016, Jeff Brown called Nvidia at a split-adjusted 66 cents. The company just became the world's third $3 trillion company... And the stock is up massively since Jeff's recommendation.

Now, Jeff has found five under-the-radar stocks which could power your retirement.
4/23/2024Gradient 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%
1/18/2024Gradient 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%
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%
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%
11/8/2023Fingerlakes Wealth Management Inc.4,986$424K0.5%-2.6%0.212%
11/1/2023Albion 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%
10/30/2023Congress Wealth Management LLC DE6,415$545K0.0%+20.6%0.273%
10/27/2023Whittier Trust Co.2,637$224K0.0%N/A0.112%
10/27/2023Laurel Wealth Planning LLC6,920$588K0.5%-6.4%0.294%
10/24/2023Raymond James Financial Services Advisors Inc.7,178$610K0.0%+7.7%0.305%
10/24/2023Raymond James & Associates2,645$225K0.0%N/A0.113%
10/24/2023Cambridge Investment Research Advisors Inc.7,351$625K0.0%-7.2%0.313%
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%
8/3/2023PFG 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%
7/26/2023Albion Financial Group UT26,810$2.36M0.2%-5.9%1.117%
7/26/2023MCIA Inc2,404$217K0.1%N/A0.100%
7/19/2023Laurel Wealth Planning LLC7,393$651K0.5%+5.0%0.308%
7/18/2023Sentinel Pension Advisors Inc.2,417$213K0.1%N/A0.101%
Man Who Called Nvidia Says: “Your Retirement Is Inside This Building.” (Ad)

In 2016, Jeff Brown called Nvidia at a split-adjusted 66 cents. The company just became the world's third $3 trillion company... And the stock is up massively since Jeff's recommendation.

Now, Jeff has found five under-the-radar stocks which could power your retirement.
7/14/2023Bartlett & Co. LLC400$35K0.0%N/A0.017%
7/13/2023Cambridge Investment Research Advisors Inc.7,924$698K0.0%+21.2%0.330%
7/11/2023Gradient Investments LLC8,128$716K0.0%-7.0%0.339%
5/16/2023Betterment LLC35,728$2.96M0.0%+0.7%1.489%
5/11/2023Bristlecone 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%
5/3/2023Fingerlakes 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%
(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, 64 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), JPMorgan Chase & Co. ($5.19M), Modera Wealth Management LLC ($3.97M), Cetera Investment Advisers ($3.74M), and Blair William & Co. IL ($3.74M).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 ($143.95K), Modera Wealth Management LLC ($46.69K), Cetera Advisors LLC ($31.85K), Money Concepts Capital Corp ($20.17K), SageView Advisory Group LLC ($18.84K), and Blair William & Co. IL ($15.86K).

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

Institutional investors have bought a total of 548,564 shares in the last 24 months. This purchase volume represents approximately $49.53M in transactions.

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

Of the 32 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), LPL Financial LLC ($3.94K), Gradient Investments LLC ($3.93K), Raymond James Financial Services Advisors Inc. ($3.33K), Albion Financial Group UT ($2.80K), Cetera Investment Advisers ($2.59K), and Laurel Wealth Planning LLC ($2.26K).

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

Institutional investors have sold a total of 52,961 shares in the last 24 months. This volume of shares sold represents approximately $4.62M in transactions.



This page (NYSEARCA:SHE) was last updated on 1/7/2025 by MarketBeat.com Staff
From Our Partners