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SPDR MSCI USA Gender Diversity ETF

89 hedge funds and large institutions have $62.7M invested in SPDR MSCI USA Gender Diversity ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
26
Bell Investment Advisors
California
$538K +$92.7K +1,118 +21%
William Blair & Company
27
William Blair & Company
Illinois
$493K +$344K +4,145 +230%
KAS
28
Kestra Advisory Services
Texas
$490K -$39K -470 -7%
Ameriprise
29
Ameriprise
Minnesota
$476K +$90.5K +1,093 +23%
Wells Fargo
30
Wells Fargo
California
$471K -$5.97K -72 -1%
CWM
31
Congress Wealth Management
Massachusetts
$436K +$5.64K +68 +1%
Wealthfront Advisers
32
Wealthfront Advisers
California
$430K +$18.6K +224 +5%
FWM
33
Fingerlakes Wealth Management
New York
$428K -$23.1K -279 -5%
BFM
34
Boston Financial Management
Massachusetts
$398K +$116K +1,395 +41%
SFS
35
Sowell Financial Services
Arkansas
$368K +$368K +4,443 New
UFA
36
US Financial Advisors
Massachusetts
$366K +$11.2K +135 +3%
MCM
37
Mendel Capital Management
Arkansas
$337K
JIC
38
Johnson Investment Counsel
Ohio
$315K
TIA
39
Traphagen Investment Advisors
New Jersey
$300K -$166 -2 -0.1%
C
40
Certuity
Florida
$276K
VA
41
Valmark Advisers
Ohio
$270K
AWM
42
Aprio Wealth Management
Georgia
$265K +$51.7K +624 +24%
BFA
43
Beaumont Financial Advisors
Massachusetts
$264K
SQA
44
Simon Quick Advisors
New Jersey
$249K
CAN
45
Cetera Advisor Networks
California
$240K +$240K +2,896 New
V
46
Veritable
Delaware
$236K
KL
47
KilterHowling LLC
Colorado
$230K +$2.65K +32 +1%
FHA
48
First Horizon Advisors
Tennessee
$202K -$17.9K -216 -8%
PAI
49
Pittenger & Anderson Inc
Nebraska
$159K
GBT
50
Grove Bank & Trust
Florida
$156K