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State Street SPDR MSCI USA Gender Diversity ETF

116 hedge funds and large institutions have $128M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

46% more capital invested

Capital invested by funds: $88M → $128M (+$40.2M)

13.06% more ownership

Funds ownership: 33.16%46.22% (+13%)

4% more funds holding

Funds holding: 112116 (+4)

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
45
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$710K +$30.2K +241 +5%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$647K +$73.3K +585 +13%
LWP
28
Laurel Wealth Planning
Minnesota
$600K -$82.7K -660 -12%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$592K +$207K +1,650 +55%
IWC
30
Integrated Wealth Concepts
Massachusetts
$541K +$69K +551 +15%
Citigroup
31
Citigroup
New York
$525K +$33.4K +267 +7%
MCM
32
Mendel Capital Management
Arkansas
$515K +$125 +1 +0%
FWM
33
Fingerlakes Wealth Management
New York
$495K +$1.38K +11 +0.3%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$492K -$1.88K -15 -0.4%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$487K +$20.8K +166 +5%
Ameriprise
36
Ameriprise
Minnesota
$466K -$184K -1,473 -29%
MCIA
37
Mountain Capital Investment Advisors
Colorado
$463K +$10.3K +82 +2%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$451K
C
39
Certuity
Florida
$439K +$1.38K +11 +0.3%
CA
40
CWC Advisors
Oregon
$415K +$125 +1 +0%
SI
41
Seeds Investor
New York
$403K +$396K +3,162 New
Mariner
42
Mariner
Kansas
$383K +$376 +3 +0.1%
SQA
43
Simon Quick Advisors
New Jersey
$382K
AWM
44
Aprio Wealth Management
Georgia
$357K +$877 +7 +0.3%
MSS
45
Mitchell Sinkler & Starr
Pennsylvania
$335K
Fidelity Investments
46
Fidelity Investments
Massachusetts
$331K +$5.76K +46 +2%
JIC
47
Johnson Investment Counsel
Ohio
$319K
HighTower Advisors
48
HighTower Advisors
Illinois
$313K +$31.6K +252 +11%
PAI
49
Pittenger & Anderson Inc
Nebraska
$310K -$5.01K -40 -2%
PI
50
PFG Investments
New York
$303K +$626 +5 +0.2%

SHE Hedge Fund Activity: Q3 2025 in Review

116 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q3 2025, worth a combined $128M — up 46% from $88M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SHE positions and 10 closed out — a net gain of 5 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was Rock Creek Group, opening a new position worth an estimated $22.5M. The largest seller was JP Morgan Chase, cutting an estimated $400K.

  • 116 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q3 2025, up from 112 in Q2 2025.
  • Funds reported $128M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q3 2025, up 46% quarter-over-quarter.
  • 15 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q3 2025 and 10 closed out, a net change of +5 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q3 2025 was Rock Creek Group, an estimated $22.5M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q3 2025 was JP Morgan Chase, an estimated $400K sold.

Based on aggregated 13F filings for Q3 2025.