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Get Institutions for : 
Spdr Ssga Gender Diversity Index Etf (SHE)  
$105.69 0.09 (0.08%) as of 4:30 Tue 5/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 90    0
Total shares held : 
 900,624  
% of shares held : 
 50.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 -16,286  
% of shares held change : 
   -0.91%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $84.80  
Last Quarter's Ending Price : 
 $95.00  
Last Quarter's Average Price : 
 $88.82  
Change from last quarter's     
avg. price to the last closing  : 
16.87 (18.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 12,601
 1.4%
 
Increased Positions :
26
 51,718
 5.74%
 
Unchanged Positions :
31
 204,358
 22.69%
 
Decreased Positions :
25
-22,360
-2.48%
 
Closed Positions :
8
-58,245
-6.47%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 1277 - 2024-03-31 102,611 $10,862,000 3,940
   MORGAN STANLEY 3264 - 2024-03-31 99,670 $10,551,000 -575
   BANK OF AMERICA CORP /DE/ 2857 - 2024-03-31 54,587 $5,779,000 1,036
   J P MORGAN CHASE & CO 2408 - 2024-03-31 51,912 $5,495,000 -110
   UBS Group AG 2252 - 2024-03-31 43,560 $4,611,000 -63
   Betterment LLC 112 - 2024-03-31 35,290 $3,736,000 -282
   BLAIR WILLIAM & CO/IL 540 - 2024-03-31 35,283 $3,735,000 10,127
   Cetera Investment Advisers 1144 - 2024-03-31 34,912 $3,696,000 1,752
   MULTIFINANCIAL SECURITIES CORP 593 *New 2024-03-31 31,854 $3,372,000 31,854
   ALBION FINANCIAL GROUP /UT 68 - 2024-03-31 30,714 $3,251,000 540
   WCG Wealth Advisors LLC 122 - 2024-03-31 19,128 $2,025,000 -1,399
   ROYAL BANK OF CANADA 2871 - 2024-03-31 10,994 $1,164,000 -1,737
   BRYN MAWR TRUST CO/PA 201 - 2024-03-31 9,104 $964,000 -75
   SageView Advisory Group LLC 206 *New 2024-03-31 18,841 $944,000 18,841
   GRADIENT INVESTMENTS LLC 182 - 2024-03-31 8,130 $861,000 300
   Kestra Advisory Services LLC 1381 - 2024-03-31 7,440 $788,000 45
   Advisor Group Holdings Inc. 2575 - 2024-03-31 7,120 $754,000 -690
   COMMONWEALTH EQUITY SERVICES LLC. 2456 - 2024-03-31 6,928 $733,000 345
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1950 - 2024-03-31 6,905 $731,000 -533
   Bell Investment Advisors Inc 56 - 2024-03-31 6,864 $727,000 -466
   HARVEST GROUP WEALTH MANAGEMENT LLC 29 - 2023-03-31 8,744 $725,000 880
   GOLDMAN SACHS GROUP INC/ 3821 - 2024-03-31 5,882 $623,000 3,673
   SEI INVESTMENTS CO 2037 - 2024-03-31 5,741 $608,000 -703
   Wealthfront Advisers LLC 705 - 2024-03-31 5,645 $598,000 141
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3203 - 2024-03-31 5,632 $596,000 -6,518
   MERCER GLOBAL ADVISORS INC /ADV 1177 - 2024-03-31 5,588 $592,000 -1,565
   AMERIPRISE FINANCIAL INC 3309 - 2024-03-31 5,177 $549,000 -103
   MARINER WEALTH ADVISORS, LLC 1949 - 2024-03-31 5,176 $548,000 -194
   Laurel Wealth Planning LLC 40 - 2024-03-31 5,135 $544,000 -206
   WELLS FARGO & CO/MN 3336 - 2024-03-31 5,133 $543,000 -348
   US FINANCIAL ADVISORS LLC 50 - 2024-03-31 5,076 $537,000 204
   Fingerlakes Wealth Management Inc. 52 - 2024-03-31 4,878 $516,000 -48
   Idaho Trust Bank 52 *New 2024-03-31 4,878 $516,000 4,878
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1552 - 2024-03-31 4,861 $515,000 1
   BOSTON FINANCIAL MANGEMENT INC /MA 250 - 2024-03-31 4,661 $493,000 0
   Mendel Capital Management LLC 65 - 2024-03-31 4,072 $431,000 6
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2640 - 2024-03-31 3,846 $407,000 -1
   JOHNSON INVESTMENT COUNSEL INC 543 - 2024-03-31 3,800 $402,000 0
   ENVESTNET ASSET MANAGEMENT INC 3537 - 2024-03-31 3,738 $396,000 -2,512
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 118 - 2024-03-31 3,484 $369,000 -13,503
   Camden Capital LLC 217 - 2024-03-31 3,377 $357,000 8
   Aprio Wealth Management LLC 138 - 2024-03-31 3,120 $330,000 -274
   Massey Quick & Co. LLC 281 - 2024-03-31 3,000 $318,000 0
   FINANCIAL NETWORK 2236 - 2024-03-31 2,989 $316,000 -122
   Mountain Capital Investment Advisors Inc 33 - 2024-03-31 2,793 $294,000 -121
   THRIVENT FINANCIAL FOR LUTHERANS 2307 - 2024-03-31 2,770 $293,000 504
   KilterHowling LLC 37 - 2024-03-31 2,675 $283,000 0
   TRAPHAGEN INVESTMENT ADVISORS LLC 136 - 2024-03-31 2,666 $282,000 0
   WHITTIER TRUST CO 582 - 2024-03-31 2,637 $279,000 0
   VALMARK ADVISERS INC 456 - 2024-03-31 2,580 $273,000 0
   PFG Investments LLC 791 - 2024-03-31 2,453 $260,000 137
   SENTINEL PENSION ADVISORS INC 86 - 2024-03-31 2,417 $256,000 0
   PITTENGER & ANDERSON INC 214 - 2024-03-31 2,400 $254,000 481
   Mutual Advisors LLC 948 - 2024-03-31 2,293 $243,000 0
   Buckingham Strategic Partners 528 - 2024-03-31 2,261 $239,000 106
   RAYMOND JAMES & ASSOCIATES 3472 - 2024-03-31 2,235 $237,000 -33
   HIGHTOWER ADVISORS, LLC 2833 *New 2024-03-31 2,192 $232,000 2,192
   HOWE & RUSLING INC 237 - 2024-03-31 2,108 $223,000 0
   JANNEY MONTGOMERY SCOTT LLC 2503 *New 2024-03-31 2,061 $218,000 2,061
   MITCHELL SINKLER & STARR/PA 154 *New 2024-03-31 1,990 $211,000 1,990
   PATHSTONE FAMILY OFFICE, LLC 1494 *New 2023-09-30 1,857 $209,000 1,857
   COCONUT GROVE BANK 228 - 2024-03-31 1,886 $200,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1640 - 2024-03-31 1,450 $153,000 2
   PRIVATE TRUST CO NA 779 - 2024-03-31 1,246 $132,000 0
   ATTICUS WEALTH MANAGEMENT LLC 162 - 2024-03-31 1,022 $108,000 2
   Clear Point Advisors Inc. 153 - 2024-03-31 800 $85,000 1
   BANK OF MONTREAL /CAN/ 2936 - 2024-03-31 700 $74,000 0
   SUMMIT INVESTMENT ADVISORS INC 1930 - 2024-03-31 671 $71,000 1
   COMERICA BANK 2674 - 2024-03-31 600 $64,000 1
   Householder Group Estate & Retirement Specialist L 442 *New 2024-03-31 567 $60,000 567
   Princeton Global Asset Management LLC 251 - 2024-03-31 515 $55,000 1
   Security National Bank 194 - 2024-03-31 467 $49,000 0
   Steward Partners Investment Advisory LLC 2127 - 2024-03-31 460 $49,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 693 - 2024-03-31 400 $42,000 0
   BARTLETT & CO. LLC 736 - 2023-12-31 400 $38,000 0
   Compagnie Lombard Odier SCA 382 - 2024-03-31 310 $33,000 0
   CWM LLC 2577 *New 2024-03-31 307 $32,000 307
   PNC FINANCIAL SERVICES GROUP INC 3221 - 2024-03-31 282 $30,000 0
   PRINCIPAL SECURITIES INC. 1843 - 2024-03-31 258 $27,000 189
   Lindbrook Capital LLC 1084 - 2024-03-31 250 $26,000 0
   FRANKLIN RESOURCES INC 2676 - 2024-03-31 210 $22,000 0
   TD CAPITAL MANAGEMENT LLC 240 - 2024-03-31 188 $20,000 1
   CITIGROUP INC 4170 - 2024-03-31 137 $15,000 0
   ICA Group Wealth Management LLC 817 - 2024-03-31 144 $15,000 2
   HARBOUR INVESTMENTS INC. 2083 - 2023-12-31 130 $12,000 0
   Federation des caisses Desjardins du Quebec 1761 - 2024-03-31 115 $12,000 0
   Geneos Wealth Management Inc. 1530 - 2024-03-31 100 $11,000 0
   YHB INVESTMENT ADVISORS, INC. 676 *New 2024-03-31 100 $11,000 100
   BDO Wealth Advisors LLC 701 - 2023-06-30 116 $10,000 0
   FMR LLC 4203 - 2024-03-31 75 $8,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 397 - 2024-03-31 59 $6,000 0
   Aptus Capital Advisors LLC 1061 - 2024-03-31 59 $6,000 0
   AllSquare Wealth Management LLC 425 - 2024-03-31 47 $5,000 0
   Sachetta LLC 540 - 2024-03-31 42 $4,000 0
   Parallel Advisors LLC 2666 *New 2024-03-31 25 $3,000 25
   CALDWELL SUTTER CAPITAL INC. 743 - 2024-03-31 18 $2,000 0
   Global Retirement Partners LLC 2679 - 2024-03-31 17 $2,000 0
   SMITHFIELD TRUST CO 1018 - 2024-03-31 24 $2,000 0
   Farther Finance Advisors LLC 2567 - 2024-03-31 16 $2,000 0
   Asset Dedication LLC 940 - 2024-03-31 12 $1,000 0
  100 Records found
  1    
  Page 1 of 1
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