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SPDR MSCI USA Gender Diversity ETF
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Overview Fund Activity

104 hedge funds and large institutions have $99.8M invested in SPDR MSCI USA Gender Diversity ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+3
Holders Change %
+2.97%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$520K
2
Citigroup
Citigroup
New York
$452K
3
IWC
Integrated Wealth Concepts
Massachusetts
$267K
4
LPL Financial
LPL Financial
California
$12.1M
5
Wells Fargo
Wells Fargo
California
$1.42M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$3.62M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$690K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.73M
5
Bank of America
Bank of America
North Carolina
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$520K +$520K +4,494 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$517K -$8.57K -74 -2%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$508K +$65.9K +569 +15%
UFA
29
US Financial Advisors
Massachusetts
$483K -$347 -3 -0.1%
FWM
30
Fingerlakes Wealth Management
New York
$478K -$41.7K -360 -8%
MCM
31
Mendel Capital Management
Arkansas
$467K -$5.1K -44 -1%
BFM
32
Boston Financial Management
Massachusetts
$464K -$7.53K -65 -2%
Citigroup
33
Citigroup
New York
$452K +$436K +3,764 +2,728%
Osaic Holdings
34
Osaic Holdings
Arizona
$440K -$53.1K -458 -11%
MCIA
35
Mountain Capital Investment Advisors
Colorado
$436K +$705 +6 +0.2%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$423K -$116 -1 -0%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$402K -$200K -1,724 -33%
C
38
Certuity
Florida
$395K +$1.51K +13 +0.4%
JIC
39
Johnson Investment Counsel
Ohio
$388K – – –
AWM
40
Aprio Wealth Management
Georgia
$377K +$1.39K +12 +0.4%
CA
41
CWC Advisors
Oregon
$377K -$4.63K -40 -1%
Mariner
42
Mariner
Kansas
$348K -$254K -2,196 -42%
SQA
43
Simon Quick Advisors
New Jersey
$347K – – –
AF
44
Abound Financial
California
$312K +$312K +2,697 New
PAI
45
Pittenger & Anderson Inc
Nebraska
$287K – – –
KL
46
KilterHowling LLC
Colorado
$286K -$41.8K -342 -13%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$285K -$13.4K -116 -5%
SPA
48
Sentinel Pension Advisors
Massachusetts
$280K – – –
TIA
49
Traphagen Investment Advisors
New Jersey
$277K -$4.05K -35 -1%
PI
50
PFG Investments
New York
$273K +$579 +5 +0.2%
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