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SPDR MSCI USA Gender Diversity ETF
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Overview Fund Activity

102 hedge funds and large institutions have $78.6M invested in SPDR MSCI USA Gender Diversity ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
32
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.86M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.23M
3
Goldman Sachs
Goldman Sachs
New York
$1.51M
4
CWM
Congress Wealth Management
Massachusetts
$634K
5
Bank of New York Mellon
Bank of New York Mellon
New York
$256K

Top Sellers

1
WWA
WCG Wealth Advisors
Nevada
$0
2
SAG
SageView Advisory Group
California
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.01M
4
ITB
Idaho Trust Bank
Idaho
$0
5
CFSG
Community Financial Services Group
Vermont
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$562K -$979 -9 -0.2%
UFA
27
US Financial Advisors
Massachusetts
$544K -$8.05K -74 -1%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$529K +$218 +2 +0%
FWM
29
Fingerlakes Wealth Management
New York
$495K -$35.5K -326 -7%
BFM
30
Boston Financial Management
Massachusetts
$482K -$25.6K -235 -5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$453K +$46.7K +429 +11%
MCM
32
Mendel Capital Management
Arkansas
$444K +$762 +7 +0.2%
JIC
33
Johnson Investment Counsel
Ohio
$413K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$412K -$363K -3,333 -47%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$411K -$7.4K -68 -2%
C
36
Certuity
Florida
$368K +$1.09K +10 +0.3%
AWM
37
Aprio Wealth Management
Georgia
$353K +$13.5K +124 +4%
SQA
38
Simon Quick Advisors
New Jersey
$326K – – –
MCIA
39
Mountain Capital Investment Advisors
Colorado
$316K +$4.68K +42 +2%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$287K -$14K -129 -5%
WT
41
Whittier Trust
California
$287K – – –
KL
42
KilterHowling LLC
Colorado
$282K -$9.35K -86 -3%
VA
43
Valmark Advisers
Ohio
$281K – – –
PAI
44
Pittenger & Anderson Inc
Nebraska
$269K +$8.16K +75 +3%
TIA
45
Traphagen Investment Advisors
New Jersey
$264K -$26.3K -242 -9%
SPA
46
Sentinel Pension Advisors
Massachusetts
$263K – – –
Bank of New York Mellon
47
Bank of New York Mellon
New York
$256K +$256K +2,352 New
PI
48
PFG Investments
New York
$256K -$11.1K -102 -4%
RJA
49
Raymond James & Associates
Florida
$244K +$1.2K +11 +0.5%
HighTower Advisors
50
HighTower Advisors
Illinois
$238K +$217 +2 +0.1%
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