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State Street SPDR MSCI USA Gender Diversity ETF

85 hedge funds and large institutions have $63.7M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

2% more capital invested

Capital invested by funds: $62.7M → $63.7M (+$1.03M)

1.5% less ownership

Funds ownership: 31.92%30.42% (-1.5%)

4% less funds holding

Funds holding: 8985 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$481K -$18.4K -218 -4%
Wealthfront Advisers
27
Wealthfront Advisers
California
$478K +$20.8K +247 +5%
CWM
28
Congress Wealth Management
Massachusetts
$468K +$4.97K +59 +1%
FWM
29
Fingerlakes Wealth Management
New York
$450K -$4.21K -50 -1%
Ameriprise
30
Ameriprise
Minnesota
$447K -$59.8K -710 -12%
BFM
31
Boston Financial Management
Massachusetts
$429K +$5.9K +70 +1%
UFA
32
US Financial Advisors
Massachusetts
$364K -$22.8K -271 -6%
MCM
33
Mendel Capital Management
Arkansas
$358K +$84 +1 +0%
JIC
34
Johnson Investment Counsel
Ohio
$335K
TIA
35
Traphagen Investment Advisors
New Jersey
$296K -$22.1K -262 -7%
C
36
Certuity
Florida
$295K +$1.09K +13 +0.4%
AWM
37
Aprio Wealth Management
Georgia
$289K +$7.16K +85 +3%
VA
38
Valmark Advisers
Ohio
$287K
BFA
39
Beaumont Financial Advisors
Massachusetts
$281K
SQA
40
Simon Quick Advisors
New Jersey
$264K
V
41
Veritable
Delaware
$250K
KL
42
KilterHowling LLC
Colorado
$246K +$1.18K +14 +0.5%
MCIA
43
Mountain Capital Investment Advisors
Colorado
$217K +$203K +2,404 New
FHA
44
First Horizon Advisors
Tennessee
$215K
SPA
45
Sentinel Pension Advisors
Massachusetts
$213K +$204K +2,417 New
HighTower Advisors
46
HighTower Advisors
Illinois
$203K +$195K +2,317 New
PI
47
PFG Investments
New York
$203K +$194K +2,305 New
PAI
48
Pittenger & Anderson Inc
Nebraska
$169K
GBT
49
Grove Bank & Trust
Florida
$166K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$145K +$253 +3 +0.2%

SHE Hedge Fund Activity: Q2 2023 in Review

85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2023, worth a combined $63.7M — up 1.6% from $62.7M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SHE and 10 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 27 added.

The largest buyer was William Blair & Company, adding an estimated $642K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.79M sold.

  • 85 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2023, down from 89 in Q1 2023.
  • Funds reported $63.7M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2023 and 13 closed out, a net change of -3 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2023 was William Blair & Company, an estimated $642K added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2023 was Citadel Advisors, an estimated $1.79M sold.

Based on aggregated 13F filings for Q2 2023.