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State Street SPDR MSCI USA Gender Diversity ETF

83 hedge funds and large institutions have $76.6M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% more ownership

Funds ownership: 39.87%40.38% (+0.51%)

2% less funds holding

Funds holding: 8583 (-2)

10% less capital invested

Capital invested by funds: $85.2M → $76.6M (-$8.54M)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$429K -$14.5K -181 -3%
Wells Fargo
27
Wells Fargo
California
$426K +$12.9K +161 +3%
FWM
28
Fingerlakes Wealth Management
New York
$416K +$800 +10 +0.2%
BIA
29
Bell Investment Advisors
California
$382K +$44.9K +561 +12%
Ameriprise
30
Ameriprise
Minnesota
$368K -$7.28K -91 -2%
CWM
31
Congress Wealth Management
Massachusetts
$339K +$6.16K +77 +2%
Wealthfront Advisers
32
Wealthfront Advisers
California
$329K +$92.2K +1,152 +34%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$320K +$352K +4,394 New
MCM
34
Mendel Capital Management
Arkansas
$307K -$40.4K -505 -11%
FHA
35
First Horizon Advisors
Tennessee
$278K -$176K -2,201 -37%
BFA
36
Beaumont Financial Advisors
Massachusetts
$263K +$18.7K +234 +7%
C
37
Certuity
Florida
$243K
VA
38
Valmark Advisers
Ohio
$237K
TIA
39
Traphagen Investment Advisors
New Jersey
$220K +$242K +3,029 New
SQA
40
Simon Quick Advisors
New Jersey
$218K
SSCA
41
South Shore Capital Advisors
Massachusetts
$217K
ET
42
Equitable Trust
Tennessee
$214K +$235K +2,941 New
V
43
Veritable
Delaware
$207K
JIC
44
Johnson Investment Counsel
Ohio
$204K -$40K -500 -15%
PAI
45
Pittenger & Anderson Inc
Nebraska
$134K
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$130K
MCC
47
Money Concepts Capital
Florida
$126K -$1.52K -19 -1%
William Blair & Company
48
William Blair & Company
Illinois
$123K +$160 +2 +0.1%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$121K +$5.44K +68 +4%
PTC
50
Private Trust Company
Ohio
$83K

SHE Hedge Fund Activity: Q3 2022 in Review

83 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q3 2022, worth a combined $76.6M — down 10% from $85.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SHE and 6 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 22 added.

The largest buyer was JP Morgan Chase, adding an estimated $1.96M. The largest seller was Morgan Stanley, cutting an estimated $3.18M.

  • 83 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q3 2022, down from 85 in Q2 2022.
  • Funds reported $76.6M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q3 2022, down 10% quarter-over-quarter.
  • 6 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q3 2022 and 8 closed out, a net change of -2 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q3 2022 was JP Morgan Chase, an estimated $1.96M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q3 2022 was Morgan Stanley, an estimated $3.18M sold.

Based on aggregated 13F filings for Q3 2022.