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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
   MORGAN STANLEY 3264 - 2024-03-31 99,670 $10,551,000 -575
   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
   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
   Advisor Group Holdings Inc. 2575 - 2024-03-31 7,120 $754,000 -690
   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
   SEI INVESTMENTS CO 2037 - 2024-03-31 5,741 $608,000 -703
   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
   Fingerlakes Wealth Management Inc. 52 - 2024-03-31 4,878 $516,000 -48
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2640 - 2024-03-31 3,846 $407,000 -1
   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
   Aprio Wealth Management LLC 138 - 2024-03-31 3,120 $330,000 -274
   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
   RAYMOND JAMES & ASSOCIATES 3472 - 2024-03-31 2,235 $237,000 -33
   HANSON MCCLAIN, INC. 3269 - 2024-03-31 7 $1,000 -1
  26 Records found
  1    
  Page 1 of 1
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