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SPDR MSCI USA Gender Diversity ETF

82 hedge funds and large institutions have $77.9M invested in SPDR MSCI USA Gender Diversity ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+14
Holders Change %
+20.59%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
23
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
26
Beaumont Financial Advisors
Massachusetts
$343K
WI
27
WrapManager Inc
California
$329K +$329K +3,467 New
C
28
Certuity
Florida
$316K
SQA
29
Simon Quick Advisors
New Jersey
$284K
SSCA
30
South Shore Capital Advisors
Massachusetts
$269K
JIC
31
Johnson Investment Counsel
Ohio
$266K
SCM
32
Southport Capital Management
Tennessee
$254K +$7.49K +79 +3%
Wells Fargo
33
Wells Fargo
California
$250K +$95 +1 +0%
Stifel Financial
34
Stifel Financial
Missouri
$239K -$37.3K -393 -14%
KAS
35
Kestra Advisory Services
Texas
$215K +$215K +2,267 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$207K +$207K +2,185 New
SFS
37
Sowell Financial Services
Arkansas
$180K +$105K +1,069 +141%
BWA
38
BDO Wealth Advisors
Florida
$175K +$175K +1,845 New
MCC
39
Money Concepts Capital
Florida
$165K +$95 +1 +0.1%
SWM
40
Spire Wealth Management
Virginia
$156K +$156K +1,636 New
PAI
41
Pittenger & Anderson Inc
Nebraska
$150K
William Blair & Company
42
William Blair & Company
Illinois
$150K +$95 +1 +0.1%
EFSCE
43
Enterprise Financial Services Corp (EFSC)
Missouri
$145K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$132K +$95 +1 +0.1%
AIP
45
Ameritas Investment Partners
Nebraska
$126K +$284 +3 +0.2%
CF
46
Centaurus Financial
California
$116K -$6.29K -66 -5%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$62K -$93.5K -988 -60%
GWM
48
Geneos Wealth Management
Colorado
$48K +$22.7K +232 +90%
PGAM
49
Princeton Global Asset Management
New Jersey
$47K
SPIA
50
Steward Partners Investment Advisory
New York
$43.7K -$190 -2 -0.4%