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State Street SPDR MSCI USA Gender Diversity ETF

112 hedge funds and large institutions have $88M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $82.5M → $88M (+$5.51M)

4% more funds holding

Funds holding: 108112 (+4)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

1.23% less ownership

Funds ownership: 34.39%33.16% (-1.2%)

Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
33
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Congress Wealth Management
Massachusetts
$630K +$73K +627 +14%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$563K -$15.2K -131 -3%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$560K +$45.9K +394 +10%
MCM
29
Mendel Capital Management
Arkansas
$504K
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$484K
FWM
31
Fingerlakes Wealth Management
New York
$483K -$349 -3 -0.1%
Citigroup
32
Citigroup
New York
$481K -$8.38K -72 -2%
IWC
33
Integrated Wealth Concepts
Massachusetts
$461K +$75.2K +646 +21%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$456K -$116 -1 -0%
MCIA
35
Mountain Capital Investment Advisors
Colorado
$443K -$11.9K -102 -3%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$442K +$412K +3,538 New
C
37
Certuity
Florida
$428K +$1.28K +11 +0.3%
CA
38
CWC Advisors
Oregon
$407K -$931 -8 -0.2%
FPAS
39
Focus Partners Advisor Solutions
Missouri
$403K +$87K +748 +30%
Mariner
40
Mariner
Kansas
$374K +$349 +3 +0.1%
SQA
41
Simon Quick Advisors
New Jersey
$374K
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$374K -$7.33K -63 -2%
AWM
43
Aprio Wealth Management
Georgia
$349K -$20.5K -176 -6%
MSS
44
Mitchell Sinkler & Starr
Pennsylvania
$328K
Fidelity Investments
45
Fidelity Investments
Massachusetts
$319K +$174K +1,498 +142%
JIC
46
Johnson Investment Counsel
Ohio
$312K -$69.8K -600 -19%
PAI
47
Pittenger & Anderson Inc
Nebraska
$309K
SFS
48
Sowell Financial Services
Arkansas
$302K -$20K -172 -7%
AssetMark Inc
49
AssetMark Inc
California
$302K +$282K +2,421 New
PI
50
PFG Investments
New York
$296K +$582 +5 +0.2%

SHE Hedge Fund Activity: Q2 2025 in Review

112 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2025, worth a combined $88M — up 6.7% from $82.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SHE positions and 8 closed out — a net gain of 6 holders — while 33 added to existing stakes and 31 trimmed.

The largest buyer was National Philanthropic Trust, adding an estimated $1.83M. The largest seller was William Blair & Company, cutting an estimated $3.91M.

  • 112 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2025, up from 108 in Q1 2025.
  • Funds reported $88M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2025, up 6.7% quarter-over-quarter.
  • 14 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2025 and 8 closed out, a net change of +6 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2025 was National Philanthropic Trust, an estimated $1.83M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2025 was William Blair & Company, an estimated $3.91M sold.

Based on aggregated 13F filings for Q2 2025.