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SPDR MSCI USA Gender Diversity ETF
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Overview Fund Activity

88 hedge funds and large institutions have $103M invested in SPDR MSCI USA Gender Diversity ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
27
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MD
Money Design
Japan
$9.63M
2
MIAN
Mariner Independent Advisor Network
Kansas
$1.18M
3
HGWM
Harvest Group Wealth Management
Massachusetts
$729K
4
LPL Financial
LPL Financial
California
$7.78M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.37M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$17.4M
2
Ameriprise
Ameriprise
Minnesota
$549K
3
UBS Group
UBS Group
Switzerland
$3.91M
4
FHA
First Horizon Advisors
Tennessee
$220K
5
SAM
Secure Asset Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$592K -$48.7K -528 -8%
FWM
27
Fingerlakes Wealth Management
New York
$587K +$135K +1,466 +30%
Ameriprise
28
Ameriprise
Minnesota
$549K -$773K -8,372 -58%
KAS
29
Kestra Advisory Services
Texas
$502K +$48.6K +527 +11%
TRCT
30
Tower Research Capital (TRC)
New York
$497K +$286K +3,105 +136%
Wells Fargo
31
Wells Fargo
California
$475K +$73.6K +797 +18%
MCM
32
Mendel Capital Management
Arkansas
$435K -$13.5K -146 -3%
MSS
33
Mitchell Sinkler & Starr
Pennsylvania
$425K +$27.7K +300 +7%
WI
34
WrapManager Inc
California
$345K +$5.62K +61 +2%
SEA
35
Stegent Equity Advisors
Texas
$321K +$23.2K +251 +8%
C
36
Certuity
Florida
$308K – – –
JIC
37
Johnson Investment Counsel
Ohio
$305K – – –
BFA
38
Beaumont Financial Advisors
Massachusetts
$304K -$29.1K -315 -9%
VA
39
Valmark Advisers
Ohio
$300K – – –
KL
40
KilterHowling LLC
Colorado
$289K -$12.1K -131 -4%
SSCA
41
South Shore Capital Advisors
Massachusetts
$275K +$4.89K +53 +2%
Wealthfront Advisers
42
Wealthfront Advisers
California
$264K +$264K +2,856 New
V
43
Veritable
Delaware
$262K +$262K +2,841 New
RJFSA
44
Raymond James Financial Services Advisors
Florida
$245K +$8.04K +87 +3%
FHA
45
First Horizon Advisors
Tennessee
$220K -$308K -3,343 -58%
TIA
46
Traphagen Investment Advisors
New Jersey
$210K +$210K +2,271 New
WLIM
47
White Lighthouse Investment Management
Massachusetts
$203K +$11.5K +125 +6%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$202K – – –
Stifel Financial
49
Stifel Financial
Missouri
$201K -$24.3K -264 -11%
MCC
50
Money Concepts Capital
Florida
$172K +$7.48K +81 +5%
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