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Get Institutions for : 
Spdr Ssga Gender Diversity Index Etf (SHE)  
$105.60 0.09 (0.09%) as of 4:30 Fri 5/24


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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  : 
16.78 (18.89%)  




 
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  
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            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
   BANK OF AMERICA CORP /DE/ 2857 - 2024-03-31 54,587 $5,779,000 1,036
   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
   ALBION FINANCIAL GROUP /UT 68 - 2024-03-31 30,714 $3,251,000 540
   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
   COMMONWEALTH EQUITY SERVICES LLC. 2456 - 2024-03-31 6,928 $733,000 345
   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
   Wealthfront Advisers LLC 705 - 2024-03-31 5,645 $598,000 141
   US FINANCIAL ADVISORS LLC 50 - 2024-03-31 5,076 $537,000 204
   Mendel Capital Management LLC 65 - 2024-03-31 4,072 $431,000 6
   Camden Capital LLC 217 - 2024-03-31 3,377 $357,000 8
   THRIVENT FINANCIAL FOR LUTHERANS 2307 - 2024-03-31 2,770 $293,000 504
   PFG Investments LLC 791 - 2024-03-31 2,453 $260,000 137
   PITTENGER & ANDERSON INC 214 - 2024-03-31 2,400 $254,000 481
   Buckingham Strategic Partners 528 - 2024-03-31 2,261 $239,000 106
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1640 - 2024-03-31 1,450 $153,000 2
   ATTICUS WEALTH MANAGEMENT LLC 162 - 2024-03-31 1,022 $108,000 2
   PRINCIPAL SECURITIES INC. 1843 - 2024-03-31 258 $27,000 189
   ICA Group Wealth Management LLC 817 - 2024-03-31 144 $15,000 2

  22 Records found
  1    
  Page 1 of 1
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