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State Street SPDR MSCI USA Gender Diversity ETF

108 hedge funds and large institutions have $82.5M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 24

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

1% more funds holding

Funds holding: 107108 (+1)

5.91% less ownership

Funds ownership: 40.3%34.39% (-5.9%)

18% less capital invested

Capital invested by funds: $100M → $82.5M (-$17.9M)

Holders
108
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
41
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWP
26
Laurel Wealth Planning
Minnesota
$599K -$25.3K -214 -4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$530K +$20.7K +175 +4%
CWM
28
Congress Wealth Management
Massachusetts
$505K -$26.8K -227 -5%
UFA
29
US Financial Advisors
Massachusetts
$498K +$23K +195 +5%
Ameriprise
30
Ameriprise
Minnesota
$481K -$161K -1,365 -26%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$468K +$270K +2,281 +123%
NPT
32
National Philanthropic Trust
Pennsylvania
$463K -$18K -152 -4%
MCM
33
Mendel Capital Management
Arkansas
$461K +$118 +1 +0%
Citigroup
34
Citigroup
New York
$448K +$2.6K +22 +0.6%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$443K +$458K +3,878 New
FWM
36
Fingerlakes Wealth Management
New York
$442K -$29.7K -251 -6%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$417K
MCIA
38
Mountain Capital Investment Advisors
Colorado
$408K -$7.44K -63 -2%
C
39
Certuity
Florida
$390K +$945 +8 +0.2%
Goldman Sachs
40
Goldman Sachs
New York
$390K +$404K +3,416 New
CA
41
CWC Advisors
Oregon
$373K +$945 +8 +0.2%
JIC
42
Johnson Investment Counsel
Ohio
$354K -$29.5K -250 -7%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$349K -$48.7K -412 -12%
IWC
44
Integrated Wealth Concepts
Massachusetts
$348K +$87.7K +742 +32%
SQA
45
Simon Quick Advisors
New Jersey
$342K
Mariner
46
Mariner
Kansas
$342K -$1.18K -10 -0.3%
AWM
47
Aprio Wealth Management
Georgia
$339K -$34.3K -290 -9%
MSS
48
Mitchell Sinkler & Starr
Pennsylvania
$300K +$75K +635 +32%
SFS
49
Sowell Financial Services
Arkansas
$296K +$306K +2,593 New
FPAS
50
Focus Partners Advisor Solutions
Missouri
$283K +$293K +2,477 New

SHE Hedge Fund Activity: Q1 2025 in Review

108 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2025, worth a combined $82.5M — down 18% from $100M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SHE positions and 5 closed out — a net gain of 3 holders — while 41 added to existing stakes and 24 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $910K. The largest seller was Rock Creek Group, exiting entirely with an estimated $20.8M sold.

  • 108 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2025, up from 107 in Q4 2024.
  • Funds reported $82.5M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 8 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2025 and 5 closed out, a net change of +3 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $910K added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2025 was Rock Creek Group, an estimated $20.8M sold.

Based on aggregated 13F filings for Q1 2025.