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State Street SPDR MSCI USA Gender Diversity ETF
SHE

102 hedge funds and large institutions have $78.6M invested in State Street 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

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

3% more funds holding

Funds holding: 99 → 102 (+3)

3% less capital invested

Capital invested by funds: $81.4M → $78.6M (-$2.76M)

2.49% less ownership

Funds ownership: 34.62% → 32.12% (-2.5%)

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.47%
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

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.21M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1,000K
3
Goldman Sachs
Goldman Sachs
New York
+$840K
4
CWM
Congress Wealth Management
Massachusetts
+$612K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$247K

Top Sellers

Rank Fund Capital Flow
1
WWA
WCG Wealth Advisors
Nevada
-$2.02M
2
SAG
SageView Advisory Group
California
-$944K
3
JP Morgan Chase
JP Morgan Chase
New York
-$612K
4
ITB
Idaho Trust Bank
Idaho
-$516K
5
CFSG
Community Financial Services Group
Vermont
-$369K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$562K -$945 -9 -0.2%
UFA
27
US Financial Advisors
Massachusetts
$544K -$7.77K -74 -1%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$529K +$210 +2 +0%
FWM
29
Fingerlakes Wealth Management
New York
$495K -$34.2K -326 -7%
BFM
30
Boston Financial Management
Massachusetts
$482K -$24.7K -235 -5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$453K +$45K +429 +11%
MCM
32
Mendel Capital Management
Arkansas
$444K +$735 +7 +0.2%
JIC
33
Johnson Investment Counsel
Ohio
$413K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$412K -$350K -3,333 -47%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$411K -$7.14K -68 -2%
C
36
Certuity
Florida
$368K +$1.05K +10 +0.3%
AWM
37
Aprio Wealth Management
Georgia
$353K +$13K +124 +4%
SQA
38
Simon Quick Advisors
New Jersey
$326K – – –
MCIA
39
Mountain Capital Investment Advisors
Colorado
$316K +$4.41K +42 +2%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$287K -$13.5K -129 -5%
WT
41
Whittier Trust
California
$287K – – –
KL
42
KilterHowling LLC
Colorado
$282K -$9.03K -86 -3%
VA
43
Valmark Advisers
Ohio
$281K – – –
PAI
44
Pittenger & Anderson Inc
Nebraska
$269K +$7.87K +75 +3%
TIA
45
Traphagen Investment Advisors
New Jersey
$264K -$25.4K -242 -9%
SPA
46
Sentinel Pension Advisors
Massachusetts
$263K – – –
Bank of New York Mellon
47
Bank of New York Mellon
New York
$256K +$247K +2,352 New
PI
48
PFG Investments
New York
$256K -$10.7K -102 -4%
RJA
49
Raymond James & Associates
Florida
$244K +$1.15K +11 +0.5%
HighTower Advisors
50
HighTower Advisors
Illinois
$238K +$210 +2 +0.1%
1
2
3 4 5

SHE Hedge Fund Activity: Q2 2024 in Review

102 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2024, worth a combined $78.6M — down 3.4% from $81.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SHE positions and 7 closed out — a net gain of 5 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.21M. The largest seller was WCG Wealth Advisors, exiting entirely with an estimated $2.02M sold.

  • 102 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2024, up from 99 in Q1 2024.
  • Funds reported $78.6M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2024, down 3.4% quarter-over-quarter.
  • 12 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2024 and 7 closed out, a net change of +5 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $1.21M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2024 was WCG Wealth Advisors, an estimated $2.02M sold.

Based on aggregated 13F filings for Q2 2024.