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SPDR MSCI USA Gender Diversity ETF
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Overview Fund Activity

92 hedge funds and large institutions have $82.5M invested in SPDR MSCI USA Gender Diversity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
22
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
Rock Creek Group
District of Columbia
$20.7M
2
William Blair & Company
William Blair & Company
Illinois
$1.64M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$452K
4
AF
Allworth Financial
California
$389K
5
CF
Centaurus Financial
California
$375K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$8.25M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$233K
3
HighTower Advisors
HighTower Advisors
Illinois
$0
4
PI
PFG Investments
New York
$0
5
Goldman Sachs
Goldman Sachs
New York
$352K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$465K +$510 +6 +0.1%
KAS
27
Kestra Advisory Services
Texas
$463K -$40.4K -475 -8%
Wealthfront Advisers
28
Wealthfront Advisers
California
$458K -$4.25K -50 -0.9%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$452K +$452K +5,320 New
FWM
30
Fingerlakes Wealth Management
New York
$424K -$11.1K -131 -3%
Ameriprise
31
Ameriprise
Minnesota
$416K -$7.82K -93 -2%
BFM
32
Boston Financial Management
Massachusetts
$413K -$510 -6 -0.1%
AF
33
Allworth Financial
California
$389K +$389K +4,573 New
UFA
34
US Financial Advisors
Massachusetts
$385K +$33.6K +395 +10%
CF
35
Centaurus Financial
California
$375K +$375K +4,417 New
Goldman Sachs
36
Goldman Sachs
New York
$352K -$183K -2,153 -34%
MCM
37
Mendel Capital Management
Arkansas
$346K +$85 +1 +0%
JIC
38
Johnson Investment Counsel
Ohio
$323K – – –
C
39
Certuity
Florida
$285K +$1.19K +14 +0.4%
AWM
40
Aprio Wealth Management
Georgia
$285K +$6.72K +79 +2%
VA
41
Valmark Advisers
Ohio
$277K – – –
Citadel Advisors
42
Citadel Advisors
Florida
$268K +$268K +3,150 New
SQA
43
Simon Quick Advisors
New Jersey
$255K – – –
CAN
44
Cetera Advisor Networks
California
$251K +$251K +2,952 New
KL
45
KilterHowling LLC
Colorado
$235K -$1.87K -22 -0.8%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$233K -$1.44M -16,942 -86%
MCIA
47
Mountain Capital Investment Advisors
Colorado
$227K +$16.1K +183 +8%
BFA
48
Beaumont Financial Advisors
Massachusetts
$226K -$45.4K -534 -17%
RJA
49
Raymond James & Associates
Florida
$225K +$225K +2,645 New
WT
50
Whittier Trust
California
$224K +$224K +2,637 New
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2
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