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SPDR MSCI USA Gender Diversity ETF
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Overview Fund Activity

95 hedge funds and large institutions have $95.5M invested in SPDR MSCI USA Gender Diversity ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
26
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$19M
2
Citadel Advisors
Citadel Advisors
Florida
$2.19M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.15M
4
William Blair & Company
William Blair & Company
Illinois
$2.39M
5
Mariner
Mariner
Kansas
$510K

Top Sellers

1
CWM
Congress Wealth Management
Massachusetts
$0
2
AF
Allworth Financial
California
$760
3
CF
Centaurus Financial
California
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$365K
5
BFA
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$510K +$510K +5,370 New
Ameriprise
27
Ameriprise
Minnesota
$507K +$32.4K +337 +7%
LWP
28
Laurel Wealth Planning
Minnesota
$507K -$150K -1,579 -23%
FWM
29
Fingerlakes Wealth Management
New York
$468K -$5.7K -60 -1%
UFA
30
US Financial Advisors
Massachusetts
$463K +$32.2K +339 +7%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$462K -$43.7K -460 -9%
BFM
32
Boston Financial Management
Massachusetts
$443K -$19.3K -203 -4%
MCM
33
Mendel Capital Management
Arkansas
$386K – – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$365K -$316K -3,331 -46%
JIC
35
Johnson Investment Counsel
Ohio
$361K – – –
AWM
36
Aprio Wealth Management
Georgia
$322K +$3.52K +37 +1%
C
37
Certuity
Florida
$320K +$950 +10 +0.3%
CAN
38
Cetera Advisor Networks
California
$296K +$15.1K +159 +5%
SQA
39
Simon Quick Advisors
New Jersey
$285K – – –
MCIA
40
Mountain Capital Investment Advisors
Colorado
$277K +$31.1K +327 +13%
KL
41
KilterHowling LLC
Colorado
$267K -$9.3K -93 -3%
TIA
42
Traphagen Investment Advisors
New Jersey
$253K +$4.37K +46 +2%
WT
43
Whittier Trust
California
$250K – – –
VA
44
Valmark Advisers
Ohio
$245K -$64.1K -675 -21%
SPA
45
Sentinel Pension Advisors
Massachusetts
$230K – – –
FHA
46
First Horizon Advisors
Tennessee
$227K -$4.85K -51 -2%
PI
47
PFG Investments
New York
$220K +$220K +2,316 New
MA
48
Mutual Advisors
Nebraska
$218K +$218K +2,293 New
RJA
49
Raymond James & Associates
Florida
$215K -$35.8K -377 -14%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$215K +$215K +2,266 New
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