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SPDR MSCI USA Gender Diversity ETF

94 hedge funds and large institutions have $68.2M invested in SPDR MSCI USA Gender Diversity ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
23
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
26
Wells Fargo
California
$453K -$8.04K -102 -2%
FWM
27
Fingerlakes Wealth Management
New York
$429K -$21.4K -271 -5%
BIA
28
Bell Investment Advisors
California
$423K +$10.3K +131 +2%
CWM
29
Congress Wealth Management
Massachusetts
$409K +$41.4K +526 +11%
Wealthfront Advisers
30
Wealthfront Advisers
California
$391K +$35.5K +450 +10%
Ameriprise
31
Ameriprise
Minnesota
$382K -$18.6K -227 -5%
UFA
32
US Financial Advisors
Massachusetts
$337K +$337K +4,274 New
MCM
33
Mendel Capital Management
Arkansas
$320K -$11.7K -149 -4%
JIC
34
Johnson Investment Counsel
Ohio
$299K +$78.8K +1,000 +36%
TIA
35
Traphagen Investment Advisors
New Jersey
$286K +$47K +597 +20%
BFM
36
Boston Financial Management
Massachusetts
$268K +$268K +3,405 New
C
37
Certuity
Florida
$263K
VA
38
Valmark Advisers
Ohio
$256K
BFA
39
Beaumont Financial Advisors
Massachusetts
$251K -$33.5K -425 -12%
SQA
40
Simon Quick Advisors
New Jersey
$236K
ET
41
Equitable Trust
Tennessee
$232K
V
42
Veritable
Delaware
$224K
KL
43
KilterHowling LLC
Colorado
$216K +$216K +2,744 New
FHA
44
First Horizon Advisors
Tennessee
$209K -$91.9K -1,166 -30%
AWM
45
Aprio Wealth Management
Georgia
$202K +$202K +2,569 New
MCC
46
Money Concepts Capital
Florida
$153K +$17.3K +219 +13%
PAI
47
Pittenger & Anderson Inc
Nebraska
$151K +$5.91K +75 +4%
GBT
48
Grove Bank & Trust
Florida
$149K +$149K +1,886 New
William Blair & Company
49
William Blair & Company
Illinois
$142K +$8.98K +114 +7%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$133K +$1.73K +22 +1%