SHE Institutional Ownership
State Street SPDR MSCI USA Gender Diversity ETF
1W: -0.6%
1M: +0.6%
3M: +2.6%
YTD: +19.8%
1Y: +24.7%
3Y: +92.1%
5Y: +60.9%
$158.55
+0.61 (+0.38%)
Weekly Expected Move ±1.8%
$153
$156
$159
$161
$164
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SHE
144
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
125M
Total Invested
19
New Positions
38
Increased
43
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (154 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ellevest, Inc. NEW | 144,811 | 23M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Rock Creek Group LLC | 139,960 | 22M | — | +0.0% | 4Q | SEC ↗ |
| 3 | First Affirmative Financial Network NEW | 109,662 | 17M | — | +0.0% | 1Q | SEC ↗ |
| 4 | MORGAN STANLEY | 93,648 | 15M | +428 | +0.5% | 38Q | SEC ↗ |
| 5 | LPL Financial LLC | 50,344 | 8M | +1,365 | +2.8% | 36Q | SEC ↗ |
| 6 | ALBION FINANCIAL GROUP /UT | 46,408 | 7M | +1,716 | +3.8% | 21Q | SEC ↗ |
| 7 | Betterment LLC | 39,239 | 6M | +66 | +0.2% | 23Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 38,572 | 6M | -6,846 | -15.1% | 15Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 37,500 | 6M | -3 | -0.0% | 33Q | SEC ↗ |
| 10 | Geneos Wealth Management Inc. | 31,421 | 5M | -1,798 | -5.4% | 25Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 28,922 | 5M | +270 | +0.9% | 23Q | SEC ↗ |
| 12 | National Philanthropic Trust | 25,243 | 4M | -259 | -1.0% | 7Q | SEC ↗ |
| 13 | UBS Group AG | 18,679 | 3M | -380 | -2.0% | 42Q | SEC ↗ |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,470 | 2M | -7,078 | -34.4% | 22Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 13,288 | 2M | +966 | +7.8% | 42Q | SEC ↗ |
| 16 | JONES FINANCIAL COMPANIES LLLP | 12,303 | 2M | +2,604 | +26.8% | 9Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 12,189 | 2M | +125 | +1.0% | 35Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 12,129 | 2M | -207 | -1.7% | 31Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 11,743 | 2M | +1,929 | +19.7% | 26Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 11,147 | 2M | +15 | +0.1% | 7Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 9,782 | 2M | -241 | -2.4% | 35Q | SEC ↗ |
| 22 | Gradient Investments LLC | 6,822 | 1M | +218 | +3.3% | 16Q | SEC ↗ |
| 23 | Bell Investment Advisors, Inc | 6,697 | 1M | -42 | -0.6% | 17Q | SEC ↗ |
| 24 | Kestra Advisory Services, LLC | 6,346 | 1M | +509 | +8.7% | 22Q | SEC ↗ |
| 25 | Wealthfront Advisers LLC | 6,050 | 959K | -226 | -3.6% | 18Q | SEC ↗ |
| 26 | CITADEL ADVISORS LLC NEW | 5,882 | 933K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Wilmington Savings Fund Society, FSB | 5,692 | 902K | -381 | -6.3% | 10Q | SEC ↗ |
| 28 | SEI INVESTMENTS CO | 5,581 | 885K | -628 | -10.1% | 15Q | SEC ↗ |
| 29 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 5,413 | 858K | +999 | +22.6% | 12Q | SEC ↗ |
| 30 | CITIGROUP INC | 4,996 | 792K | +27 | +0.5% | 22Q | SEC ↗ |
| 31 | AMERIPRISE FINANCIAL INC | 4,765 | 755K | +1,207 | +33.9% | 16Q | SEC ↗ |
| 32 | SEEDS INVESTOR LLC | 4,663 | 739K | +398 | +9.3% | 4Q | SEC ↗ |
| 33 | Integrated Wealth Concepts LLC | 4,396 | 697K | +342 | +8.4% | 7Q | SEC ↗ |
| 34 | MERCER GLOBAL ADVISORS INC /ADV | 4,382 | 695K | -8 | -0.2% | 24Q | SEC ↗ |
| 35 | Laurel Wealth Planning LLC | 4,221 | 669K | — | +0.0% | 23Q | SEC ↗ |
| 36 | Napier Financial, LLC | 4,206 | 667K | +40 | +1.0% | 2Q | SEC ↗ |
| 37 | South Shore Capital Advisors | 4,009 | 636K | +36 | +0.9% | 3Q | SEC ↗ |
| 38 | CAPTRUST FINANCIAL ADVISORS | 3,952 | 627K | +23 | +0.6% | 6Q | SEC ↗ |
| 39 | Fingerlakes Wealth Management, Inc. | 3,851 | 611K | +8 | +0.2% | 19Q | SEC ↗ |
| 40 | Valmark Advisers, Inc. | 3,762 | 596K | +1,470 | +64.1% | 37Q | SEC ↗ |
| 41 | Dynamic Advisor Solutions LLC | 3,758 | 596K | +183 | +5.1% | 3Q | SEC ↗ |
| 42 | Focus Partners Wealth | 3,742 | 593K | — | +0.0% | 5Q | SEC ↗ |
| 43 | Ameritas Investment Partners, Inc. | 3,698 | 586K | +103 | +2.9% | 29Q | SEC ↗ |
| 44 | Portfolio Resources Advisor Group, Inc NEW | 3,565 | 565K | — | +0.0% | 1Q | SEC ↗ |
| 45 | CWC Advisors, LLC. | 3,227 | 512K | -32 | -1.0% | 8Q | SEC ↗ |
| 46 | Mendel Capital Management LLC | 3,203 | 508K | +1 | +0.0% | 2Q | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 3,017 | 478K | -1 | -0.0% | 9Q | SEC ↗ |
| 48 | SIMON QUICK ADVISORS, LLC | 3,000 | 476K | — | +0.0% | 17Q | SEC ↗ |
| 49 | MENORA MIVTACHIM HOLDINGS LTD. NEW | 2,865 | 454K | — | +0.0% | 1Q | SEC ↗ |
| 50 | CERTUITY, LLC | 2,832 | 449K | +8 | +0.3% | 25Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Ellevest, Inc. | 144,811 | 23M |
| First Affirmative Financial Network | 109,662 | 17M |
| CITADEL ADVISORS LLC | 5,882 | 933K |
| Portfolio Resources Advisor Group, | 3,565 | 565K |
| MENORA MIVTACHIM HOLDINGS LTD. | 2,865 | 454K |
| CENTAURUS FINANCIAL, INC. | 1,585 | 251K |
| Pearl Planning LLC | 1,466 | 232K |
| AMERICAN FINANCIAL & TAX STRATEGIES | 1,380 | 219K |
| Evanson Financial, LLC | 1,379 | 219K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 1,376 | 218K |
| Vise Technologies, Inc. | 1,375 | 218K |
| PFG Investments, LLC | 1,343 | 213K |
| SIMPLEX TRADING, LLC | 320 | 51K |
| Ameritas Advisory Services, LLC | 214 | 34K |
| Creative Capital Management Investm | 150 | 24K |
| Steward Partners Investment Advisor | 149 | 24K |
| N.E.W. Advisory Services LLC | 95 | 15K |
| GLENMEDE TRUST CO NA | 60 | 10K |
| Larson Financial Group LLC | 46 | 7K |
| IFG Advisory, LLC | 33 | 5K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 2,892 | 459K |
| Mountain Capital Investment Advisor | 2,519 | 399K |
| Cerity Partners LLC | 1,904 | 302K |
| Monument Group Wealth Advisors, LLC | 1,550 | 246K |
| FLAGSHIP HARBOR ADVISORS, LLC | 923 | 146K |
| Strategic Wealth Partners, Ltd. | 901 | 143K |
| MAI Capital Management | 772 | 122K |
| Root Financial Partners, LLC | 587 | 93K |
| Western Wealth Management, LLC | 408 | 65K |
| Optiver Holding B.V. | 335 | 53K |
| SageView Advisory Group, LLC | 194 | 31K |
| BASSO CAPITAL MANAGEMENT, L.P. | 149 | 24K |
| Ascentis Independent Advisors | 120 | 19K |
| RED REEF ADVISORS LLC | 79 | 13K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 59 | 9K |
| Arax Advisory Partners | 53 | 8K |
| AE Wealth Management LLC | 17 | 3K |
| WHITTIER TRUST CO | 3 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +2,604 | +26.8% | 12,303 |
| OSAIC HOLDINGS, INC. | +1,929 | +19.7% | 11,743 |
| ALBION FINANCIAL GROUP /UT | +1,716 | +3.8% | 46,408 |
| Valmark Advisers, Inc. | +1,470 | +64.1% | 3,762 |
| LPL Financial LLC | +1,365 | +2.8% | 50,344 |
| AMERIPRISE FINANCIAL INC | +1,207 | +33.9% | 4,765 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +999 | +22.6% | 5,413 |
| ROYAL BANK OF CANADA | +966 | +7.8% | 13,288 |
| Kestra Advisory Services, LLC | +509 | +8.7% | 6,346 |
| MORGAN STANLEY | +428 | +0.5% | 93,648 |
| SEEDS INVESTOR LLC | +398 | +9.3% | 4,663 |
| Rossby Financial, LCC | +398 | +47.0% | 1,245 |
| Integrated Wealth Concepts LLC | +342 | +8.4% | 4,396 |
| Cetera Investment Advisers | +270 | +0.9% | 28,922 |
| Gradient Investments LLC | +218 | +3.3% | 6,822 |
| BLAIR WILLIAM & CO/IL | +188 | +9.9% | 2,096 |
| Creative Planning | +186 | +8.2% | 2,444 |
| Dynamic Advisor Solutions LLC | +183 | +5.1% | 3,758 |
| COMMONWEALTH EQUITY SERVICES, LLC | +125 | +1.0% | 12,189 |
| Ameritas Investment Partners, Inc. | +103 | +2.9% | 3,698 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -7,078 | -34.4% | 13,470 |
| BANK OF AMERICA CORP /DE | -6,846 | -15.1% | 38,572 |
| Geneos Wealth Management Inc. | -1,798 | -5.4% | 31,421 |
| Winter & Associates, Inc. | -1,281 | -40.5% | 1,884 |
| Focus Partners Advisor Solutions, L | -1,255 | -39.5% | 1,920 |
| HighTower Advisors, LLC | -666 | -25.5% | 1,943 |
| SEI INVESTMENTS CO | -628 | -10.1% | 5,581 |
| ABOUND FINANCIAL, LLC | -617 | -34.7% | 1,163 |
| CWM, LLC | -517 | -51.0% | 497 |
| Thrivent Financial for Lutherans | -397 | -15.3% | 2,201 |
| Wilmington Savings Fund Society, FS | -381 | -6.3% | 5,692 |
| UBS Group AG | -380 | -2.0% | 18,679 |
| National Philanthropic Trust | -259 | -1.0% | 25,243 |
| Cambridge Investment Research Advis | -241 | -2.4% | 9,782 |
| FMR LLC | -232 | -9.4% | 2,237 |
| Wealthfront Advisers LLC | -226 | -3.6% | 6,050 |
| WELLS FARGO & COMPANY/MN | -207 | -1.7% | 12,129 |
| KilterHowling LLC | -146 | -6.3% | 2,183 |
| MJT & Associates Financial Advisory | -119 | -10.7% | 993 |
| Sincerus Advisory, LLC | -116 | -6.7% | 1,608 |