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State Street SPDR MSCI USA Gender Diversity ETF
SHE

99 hedge funds and large institutions have $81.4M invested in State Street 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

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

4% more funds holding

Funds holding: 95 → 99 (+4)

9.06% less ownership

Funds ownership: 43.68% → 34.62% (-9.1%)

15% less capital invested

Capital invested by funds: $95.5M → $81.4M (-$14.1M)

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
1.43%
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

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
+$3.2M
2
SAG
SageView Advisory Group
California
+$1.89M
3
William Blair & Company
William Blair & Company
Illinois
+$1.02M
4
ITB
Idaho Trust Bank
Idaho
+$490K
5
LPL Financial
LPL Financial
California
+$396K

Top Sellers

Rank Fund Capital Flow
1
RCG
Rock Creek Group
District of Columbia
-$17.1M
2
Morgan Stanley
Morgan Stanley
New York
-$10.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.19M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$655K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$549K -$10.4K -103 -2%
Mariner
27
Mariner
Kansas
$548K -$19.5K -194 -4%
LWP
28
Laurel Wealth Planning
Minnesota
$544K -$20.7K -206 -4%
Wells Fargo
29
Wells Fargo
California
$543K -$35K -348 -6%
UFA
30
US Financial Advisors
Massachusetts
$537K +$20.5K +204 +4%
FWM
31
Fingerlakes Wealth Management
New York
$516K -$4.83K -48 -1%
ITB
32
Idaho Trust Bank
Idaho
$516K +$490K +4,878 New
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$515K +$101 +1 +0%
BFM
34
Boston Financial Management
Massachusetts
$493K – – –
MCM
35
Mendel Capital Management
Arkansas
$431K +$603 +6 +0.1%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$407K -$101 -1 -0%
JIC
37
Johnson Investment Counsel
Ohio
$402K – – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$396K -$253K -2,512 -40%
CFSG
39
Community Financial Services Group
Vermont
$369K +$350K +3,484 New
C
40
Certuity
Florida
$357K +$804 +8 +0.2%
AWM
41
Aprio Wealth Management
Georgia
$330K -$27.5K -274 -8%
SQA
42
Simon Quick Advisors
New Jersey
$318K – – –
CAN
43
Cetera Advisor Networks
California
$316K -$12.3K -122 -4%
MCIA
44
Mountain Capital Investment Advisors
Colorado
$294K -$12.2K -121 -4%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$293K +$50.7K +504 +22%
KL
46
KilterHowling LLC
Colorado
$283K – – –
TIA
47
Traphagen Investment Advisors
New Jersey
$282K +$201 +2 +0.1%
WT
48
Whittier Trust
California
$279K – – –
VA
49
Valmark Advisers
Ohio
$273K – – –
PI
50
PFG Investments
New York
$260K +$13.8K +137 +6%
1
2
3 4 5

SHE Hedge Fund Activity: Q1 2024 in Review

99 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2024, worth a combined $81.4M — down 15% from $95.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SHE positions and 7 closed out — a net gain of 5 holders — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $3.2M. The largest seller was Rock Creek Group, exiting entirely with an estimated $17.1M sold.

  • 99 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2024, up from 95 in Q4 2023.
  • Funds reported $81.4M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 12 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2024 and 7 closed out, a net change of +5 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2024 was Cetera Advisors, an estimated $3.2M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2024 was Rock Creek Group, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2024.