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State Street SPDR MSCI USA Gender Diversity ETF
SHE

107 hedge funds and large institutions have $100M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

6% more funds holding

Funds holding: 101 → 107 (+6)

0.23% more ownership

Funds ownership: 40.06% → 40.3% (+0.23%)

1% less capital invested

Capital invested by funds: $102M → $100M (-$1.16M)

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

Holders
107
Holders Change
+6
Holders Change %
+5.94%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
28
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$528K
2
NPT
National Philanthropic Trust
Pennsylvania
+$495K
3
Citigroup
Citigroup
New York
+$442K
4
IWC
Integrated Wealth Concepts
Massachusetts
+$271K
5
LPL Financial
LPL Financial
California
+$154K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.29M
2
Goldman Sachs
Goldman Sachs
New York
-$1.26M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.23M
4
JP Morgan Chase
JP Morgan Chase
New York
-$563K
5
Bank of America
Bank of America
North Carolina
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$520K +$528K +4,494 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$517K -$8.7K -74 -2%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$508K +$66.9K +569 +15%
NPT
29
National Philanthropic Trust
Pennsylvania
$488K +$495K +4,210 New
UFA
30
US Financial Advisors
Massachusetts
$483K -$352 -3 -0.1%
FWM
31
Fingerlakes Wealth Management
New York
$478K -$42.3K -360 -8%
MCM
32
Mendel Capital Management
Arkansas
$467K -$5.17K -44 -1%
BFM
33
Boston Financial Management
Massachusetts
$464K -$7.64K -65 -2%
Citigroup
34
Citigroup
New York
$452K +$442K +3,764 +2,728%
Osaic Holdings
35
Osaic Holdings
Arizona
$440K -$53.8K -458 -11%
MCIA
36
Mountain Capital Investment Advisors
Colorado
$436K +$705 +6 +0.2%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$423K -$117 -1 -0%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$402K -$203K -1,724 -33%
C
39
Certuity
Florida
$395K +$1.53K +13 +0.4%
JIC
40
Johnson Investment Counsel
Ohio
$388K – – –
AWM
41
Aprio Wealth Management
Georgia
$377K +$1.41K +12 +0.4%
CA
42
CWC Advisors
Oregon
$377K -$4.7K -40 -1%
Mariner
43
Mariner
Kansas
$348K -$258K -2,196 -42%
SQA
44
Simon Quick Advisors
New Jersey
$347K – – –
AF
45
Abound Financial
California
$312K +$317K +2,697 New
PAI
46
Pittenger & Anderson Inc
Nebraska
$287K – – –
KL
47
KilterHowling LLC
Colorado
$286K -$40.2K -342 -13%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$285K -$13.6K -116 -5%
SPA
49
Sentinel Pension Advisors
Massachusetts
$280K – – –
TIA
50
Traphagen Investment Advisors
New Jersey
$277K -$4.11K -35 -1%
1
2
3 4 5

SHE Hedge Fund Activity: Q4 2024 in Review

107 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q4 2024, worth a combined $100M — down 1.1% from $102M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SHE positions and 8 closed out — a net gain of 8 holders — while 28 added to existing stakes and 32 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $528K. The largest seller was UBS Group, cutting an estimated $1.29M.

  • 107 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q4 2024, up from 101 in Q3 2024.
  • Funds reported $100M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q4 2024, down 1.1% quarter-over-quarter.
  • 16 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q4 2024 and 8 closed out, a net change of +8 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q4 2024 was Citadel Advisors, an estimated $528K added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q4 2024 was UBS Group, an estimated $1.29M sold.

Based on aggregated 13F filings for Q4 2024.