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Get Institutions for : 
Spdr Ssga Gender Diversity Index Etf (SHE)  
$104.84 0.18 (0.17%) as of 4:30 Fri 5/10


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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  : 
16.02 (18.04%)  




 
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
   SageView Advisory Group LLC 206 *New 2024-03-31 18,841 $944,000 18,841
   Idaho Trust Bank 52 *New 2024-03-31 4,878 $516,000 4,878
   MARINER WEALTH ADVISORS, LLC 1916 *New 2023-12-31 5,370 $510,000 5,370
   HIGHTOWER ADVISORS, LLC 2833 *New 2024-03-31 2,192 $232,000 2,192
   JANNEY MONTGOMERY SCOTT LLC 2503 *New 2024-03-31 2,061 $218,000 2,061
   THRIVENT FINANCIAL FOR LUTHERANS 2340 *New 2023-12-31 2,266 $215,000 2,266
   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
   Buckingham Strategic Partners 390 *New 2023-12-31 2,155 $205,000 2,155
   Householder Group Estate & Retirement Specialist L 442 *New 2024-03-31 567 $60,000 567
   CWM LLC 2577 *New 2024-03-31 307 $32,000 307
   YHB INVESTMENT ADVISORS, INC. 676 *New 2024-03-31 100 $11,000 100
   Parallel Advisors LLC 2666 *New 2024-03-31 25 $3,000 25
   Trust Co 323 *New 2024-03-31 6 $1,000 6

  14 Records found
  1    
  Page 1 of 1
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