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State Street SPDR MSCI USA Gender Diversity ETF

101 hedge funds and large institutions have $102M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

29% more capital invested

Capital invested by funds: $78.6M → $102M (+$22.9M)

7.94% more ownership

Funds ownership: 32.12%40.06% (+7.9%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 102101 (-1)

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
35
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$591K +$2.31K +21 +0.4%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$589K -$40.2K -365 -7%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$516K +$41K +372 +9%
FWM
29
Fingerlakes Wealth Management
New York
$509K -$7.49K -68 -1%
Osaic Holdings
30
Osaic Holdings
Arizona
$483K +$51.4K +467 +12%
UFA
31
US Financial Advisors
Massachusetts
$474K -$91.5K -831 -17%
MCM
32
Mendel Capital Management
Arkansas
$463K +$110 +1 +0%
BFM
33
Boston Financial Management
Massachusetts
$463K -$38.9K -353 -8%
MCIA
34
Mountain Capital Investment Advisors
Colorado
$443K +$95.5K +867 +31%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$434K +$4.74K +43 +1%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$433K -$116K -1,049 -22%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$415K +$143K +1,301 +55%
C
38
Certuity
Florida
$386K +$1.1K +10 +0.3%
JIC
39
Johnson Investment Counsel
Ohio
$381K -$49.6K -450 -12%
CA
40
CWC Advisors
Oregon
$375K +$363K +3,297 New
AWM
41
Aprio Wealth Management
Georgia
$369K +$330 +3 +0.1%
SQA
42
Simon Quick Advisors
New Jersey
$341K
KL
43
KilterHowling LLC
Colorado
$305K +$10.6K +96 +4%
VA
44
Valmark Advisers
Ohio
$293K
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$293K -$7.05K -64 -2%
PAI
46
Pittenger & Anderson Inc
Nebraska
$281K
TIA
47
Traphagen Investment Advisors
New Jersey
$276K +$441 +4 +0.2%
SPA
48
Sentinel Pension Advisors
Massachusetts
$275K
PI
49
PFG Investments
New York
$268K +$441 +4 +0.2%
RJA
50
Raymond James & Associates
Florida
$263K +$8.04K +73 +3%

SHE Hedge Fund Activity: Q3 2024 in Review

101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q3 2024, worth a combined $102M — up 29% from $78.6M a quarter earlier.

Fund positioning in SHE was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 35 added to existing stakes and 24 trimmed.

The largest buyer was Rock Creek Group, opening a new position worth an estimated $19.8M. The largest seller was Royal Bank of Canada, cutting an estimated $633K.

  • 101 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q3 2024, down from 102 in Q2 2024.
  • Funds reported $102M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q3 2024, up 29% quarter-over-quarter.
  • 6 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q3 2024 and 6 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q3 2024 was Rock Creek Group, an estimated $19.8M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $633K sold.

Based on aggregated 13F filings for Q3 2024.