SPDR MSCI USA Gender Diversity ETFSHE
SHE
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
3% more funds holding
Funds holding: 101 [Q3] → 104 (+3) [Q4]
2% less capital invested
Capital invested by funds: $102M [Q3] → $99.8M (-$1.7M) [Q4]
1.41% less ownership
Funds ownership: 39.71% [Q3] → 38.3% (-1.41%) [Q4]
13% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 32
Research analyst outlook
We haven’t received any recent analyst ratings for SHE.
Financial journalist opinion
Positive
Zacks Investment Research
1 month ago
Invest in Women Leadership With These ETFs
Given the power of women in the world of business, investors may want to add female-centric companies to their portfolios with these ETFs.
Positive
Seeking Alpha
5 months ago
SHE: Starting Over With A Smarter Gender Diversity Strategy
SHE offers exposure to 241 U.S. large-cap companies committed to gender diversity. Its expense ratio is reasonable at 0.20% and the ETF has $260 million in assets under management. Due to an unusual screen unrelated to gender diversity, SHE has badly lagged behind SPY since its launch in March 2016. This left many investors with a bad impression. Fortunately, the ETF changed course in December 2022 and is now delivering returns more in line with SPY. Compared to other gender diversity ETFs like WOMN, it's a good choice.
Neutral
ETF Trends
8 months ago
Disruptive Theme of the Week: ETF Underdogs
It is always fun to root for the underdog. Who doesn't like a good Cinderella story?
Positive
Zacks Investment Research
1 year ago
Here's Why You Should Invest in Woman-Led Companies With ETFs
On International Women's Day, let us see how women have altered both the managerial and investing landscape in a big way over the past couple of decades.
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