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State Street SPDR MSCI USA Gender Diversity ETF

92 hedge funds and large institutions have $111M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

6% more funds holding

Funds holding: 8792 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.9% less ownership

Funds ownership: 39.19%38.29% (-0.9%)

2% less capital invested

Capital invested by funds: $113M → $111M (-$2.59M)

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
32
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$596K +$10.2K +98 +2%
FHA
27
First Horizon Advisors
Tennessee
$585K +$113K +1,085 +23%
BIA
28
Bell Investment Advisors
California
$552K +$95.6K +922 +21%
FWM
29
Fingerlakes Wealth Management
New York
$504K +$507K +4,892 New
KAS
30
Kestra Advisory Services
Texas
$502K +$12.2K +118 +2%
MCM
31
Mendel Capital Management
Arkansas
$497K +$504K +4,860 New
QCM
32
Quest Capital Management
Texas
$484K +$491K +4,735 New
Wells Fargo
33
Wells Fargo
California
$445K +$80.3K +774 +22%
MSS
34
Mitchell Sinkler & Starr
Pennsylvania
$440K
WI
35
WrapManager Inc
California
$376K +$15.5K +149 +4%
BFA
36
Beaumont Financial Advisors
Massachusetts
$369K
C
37
Certuity
Florida
$341K
JIC
38
Johnson Investment Counsel
Ohio
$337K
KL
39
KilterHowling LLC
Colorado
$334K +$339K +3,264 New
VA
40
Valmark Advisers
Ohio
$333K -$25.9K -250 -7%
SEA
41
Stegent Equity Advisors
Texas
$330K +$335K +3,226 New
SSCA
42
South Shore Capital Advisors
Massachusetts
$299K +$10.4K +100 +4%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$262K +$266K +2,565 New
Stifel Financial
44
Stifel Financial
Missouri
$250K -$36.2K -349 -12%
TRCT
45
Tower Research Capital (TRC)
New York
$233K -$19.5K -188 -8%
SAM
46
Secure Asset Management
Michigan
$230K +$26.1K +252 +13%
WSFS
47
Wilmington Savings Fund Society
Delaware
$225K +$229K +2,208 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$223K
WLIM
49
White Lighthouse Investment Management
Massachusetts
$212K +$216K +2,078 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$191K +$3.53K +34 +2%

SHE Hedge Fund Activity: Q4 2021 in Review

92 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q4 2021, worth a combined $111M — down 2.3% from $113M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SHE positions and 12 closed out — a net gain of 6 holders — while 32 added to existing stakes and 11 trimmed.

The largest buyer was Money Design, adding an estimated $8.64M. The largest seller was Goldman Sachs, exiting entirely with an estimated $5.91M sold.

  • 92 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q4 2021, up from 87 in Q3 2021.
  • Funds reported $111M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q4 2021, down 2.3% quarter-over-quarter.
  • 18 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q4 2021 and 12 closed out, a net change of +6 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q4 2021 was Money Design, an estimated $8.64M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q4 2021 was Goldman Sachs, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2021.