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Get Institutions for : 
Spdr Ssga Gender Diversity Index Etf (SHE)  
$104.70 0.14 (0.13%) as of 4:30 Mon 5/13


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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  : 
15.88 (17.88%)  




 
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
   MORGAN STANLEY 3351 - 2023-12-31 100,245 $9,523,000 3,143
   BANK OF AMERICA CORP /DE/ 2864 - 2023-12-31 53,551 $5,087,000 1,737
   UBS Group AG 2160 - 2023-12-31 43,623 $4,144,000 1,121
   BLAIR WILLIAM & CO/IL 540 - 2024-03-31 35,283 $3,735,000 10,127
   ALBION FINANCIAL GROUP /UT 68 - 2024-03-31 30,714 $3,251,000 540
   CITADEL ADVISORS LLC 2237 - 2023-12-31 23,028 $2,188,000 19,878
   ROYAL BANK OF CANADA 2952 - 2023-12-31 12,731 $1,209,000 4,564
   GRADIENT INVESTMENTS LLC 182 - 2024-03-31 8,130 $861,000 300
   BRYN MAWR TRUST CO/PA 210 - 2023-09-30 9,179 $780,000 1,377
   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
   Kestra Advisory Services LLC 1312 - 2023-12-31 7,395 $703,000 1,948
   Wealthfront Advisers LLC 705 - 2024-03-31 5,645 $598,000 141
   AMERIPRISE FINANCIAL INC 3368 - 2023-12-31 5,280 $507,000 337
   US FINANCIAL ADVISORS LLC 50 - 2023-12-31 4,872 $463,000 339
   Camden Capital LLC 233 - 2023-12-31 3,369 $320,000 10
   FINANCIAL NETWORK 2253 - 2023-12-31 3,111 $296,000 159
   PFG Investments LLC 791 - 2024-03-31 2,453 $260,000 137
   PITTENGER & ANDERSON INC 214 - 2024-03-31 2,400 $254,000 481
   ATTICUS WEALTH MANAGEMENT LLC 162 - 2024-03-31 1,022 $108,000 2
   SUMMIT INVESTMENT ADVISORS INC 2014 - 2023-12-31 670 $64,000 2
   COMERICA BANK 2664 - 2023-12-31 599 $57,000 2
   PRINCIPAL SECURITIES INC. 1843 - 2024-03-31 258 $27,000 189
   ICA Group Wealth Management LLC 832 - 2023-12-31 142 $13,000 142
   FMR LLC 4178 - 2023-12-31 75 $7,000 70
  26 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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