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SPDR MSCI USA Gender Diversity ETF

101 hedge funds and large institutions have $102M invested in 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
Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.46%
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
Shares
Change %
Mariner
26
Mariner
Kansas
$591K +$2.39K +21 +0.4%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$589K -$41.4K -365 -7%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$516K +$42.3K +372 +9%
FWM
29
Fingerlakes Wealth Management
New York
$509K -$7.73K -68 -1%
Osaic Holdings
30
Osaic Holdings
Arizona
$483K +$53.1K +467 +12%
UFA
31
US Financial Advisors
Massachusetts
$474K -$94.4K -831 -17%
MCM
32
Mendel Capital Management
Arkansas
$463K +$114 +1 +0%
BFM
33
Boston Financial Management
Massachusetts
$463K -$40.1K -353 -8%
MCIA
34
Mountain Capital Investment Advisors
Colorado
$443K +$104K +867 +31%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$434K +$4.89K +43 +1%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$433K -$119K -1,049 -22%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$415K +$148K +1,301 +55%
C
38
Certuity
Florida
$386K +$1.14K +10 +0.3%
JIC
39
Johnson Investment Counsel
Ohio
$381K -$51.1K -450 -12%
CA
40
CWC Advisors
Oregon
$375K +$375K +3,297 New
AWM
41
Aprio Wealth Management
Georgia
$369K +$341 +3 +0.1%
SQA
42
Simon Quick Advisors
New Jersey
$341K
KL
43
KilterHowling LLC
Colorado
$305K +$10.9K +96 +4%
VA
44
Valmark Advisers
Ohio
$293K
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$293K -$7.28K -64 -2%
PAI
46
Pittenger & Anderson Inc
Nebraska
$281K
TIA
47
Traphagen Investment Advisors
New Jersey
$276K +$454 +4 +0.2%
SPA
48
Sentinel Pension Advisors
Massachusetts
$275K
PI
49
PFG Investments
New York
$268K +$454 +4 +0.2%
RJA
50
Raymond James & Associates
Florida
$263K +$8.29K +73 +3%