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SPDR MSCI USA Gender Diversity ETF
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Overview Fund Activity

99 hedge funds and large institutions have $81.4M invested in SPDR MSCI USA Gender Diversity ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
28
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cetera Advisors
Colorado
+$3.37M
2
William Blair & Company
William Blair & Company
Illinois
+$1.07M
3
SAG
SageView Advisory Group
California
+$944K
4
ITB
Idaho Trust Bank
Idaho
+$516K
5
LPL Financial
LPL Financial
California
+$417K

Top Sellers

1
RCG
Rock Creek Group
District of Columbia
-$17.1M
2
Morgan Stanley
Morgan Stanley
New York
-$10.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.19M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$690K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$266K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$549K -$10.9K -103 -2%
Mariner
27
Mariner
Kansas
$548K -$20.5K -194 -4%
LWP
28
Laurel Wealth Planning
Minnesota
$544K -$21.8K -206 -4%
Wells Fargo
29
Wells Fargo
California
$543K -$36.8K -348 -6%
UFA
30
US Financial Advisors
Massachusetts
$537K +$21.6K +204 +4%
FWM
31
Fingerlakes Wealth Management
New York
$516K -$5.08K -48 -1%
ITB
32
Idaho Trust Bank
Idaho
$516K +$516K +4,878 New
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$515K +$106 +1 +0%
BFM
34
Boston Financial Management
Massachusetts
$493K – – –
MCM
35
Mendel Capital Management
Arkansas
$431K +$635 +6 +0.1%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$407K -$106 -1 -0%
JIC
37
Johnson Investment Counsel
Ohio
$402K – – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$396K -$266K -2,512 -40%
CFSG
39
Community Financial Services Group
Vermont
$369K +$369K +3,484 New
C
40
Certuity
Florida
$357K +$847 +8 +0.2%
AWM
41
Aprio Wealth Management
Georgia
$330K -$29K -274 -8%
SQA
42
Simon Quick Advisors
New Jersey
$318K – – –
CAN
43
Cetera Advisor Networks
California
$316K -$12.9K -122 -4%
MCIA
44
Mountain Capital Investment Advisors
Colorado
$294K -$12.7K -121 -4%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$293K +$53.3K +504 +22%
KL
46
KilterHowling LLC
Colorado
$283K – – –
TIA
47
Traphagen Investment Advisors
New Jersey
$282K +$212 +2 +0.1%
WT
48
Whittier Trust
California
$279K – – –
VA
49
Valmark Advisers
Ohio
$273K – – –
PI
50
PFG Investments
New York
$260K +$14.5K +137 +6%
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