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State Street SPDR MSCI USA Gender Diversity ETF
SHE

126 hedge funds and large institutions have $119M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

9% more funds holding

Funds holding: 116 → 126 (+10)

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

4.46% less ownership

Funds ownership: 46.22% → 41.76% (-4.5%)

7% less capital invested

Capital invested by funds: $128M → $119M (-$9.53M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
37
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$4.28M
2
NPT
National Philanthropic Trust
Pennsylvania
+$571K
3
DAS
Dynamic Advisor Solutions
Arizona
+$441K
4
LPL Financial
LPL Financial
California
+$310K
5
Truist Financial
Truist Financial
North Carolina
+$262K

Top Sellers

1
RCG
Rock Creek Group
District of Columbia
-$5.18M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.84M
3
Bank of America
Bank of America
North Carolina
-$547K
4
FPAS
Focus Partners Advisor Solutions
Missouri
-$338K
5
PI
PFG Investments
New York
-$303K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$683K +$193K +1,483 +41%
LWP
27
Laurel Wealth Planning
Minnesota
$622K – – –
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$612K -$1.82K -14 -0.3%
Citigroup
29
Citigroup
New York
$600K +$54.7K +421 +10%
SSCA
30
South Shore Capital Advisors
Massachusetts
$520K +$511K +3,935 New
FWM
31
Fingerlakes Wealth Management
New York
$514K +$1.69K +13 +0.3%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$510K – – –
MCIA
33
Mountain Capital Investment Advisors
Colorado
$499K +$5.46K +42 +1%
SI
34
Seeds Investor
New York
$478K +$59K +454 +14%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$468K +$260 +2 +0.1%
DAS
36
Dynamic Advisor Solutions
Arizona
$448K +$441K +3,395 New
CA
37
CWC Advisors
Oregon
$430K – – –
FPAS
38
Focus Partners Advisor Solutions
Missouri
$428K -$338K -2,599 -44%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$426K +$180K +1,384 +75%
WA
40
Winter & Associates
Minnesota
$424K +$417K +3,208 New
IWC
41
Integrated Wealth Concepts
Massachusetts
$405K -$153K -1,180 -28%
Mariner
42
Mariner
Kansas
$397K +$520 +4 +0.1%
SQA
43
Simon Quick Advisors
New Jersey
$396K – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$392K -$2.84M -21,856 -88%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$372K -$130K -999 -26%
C
46
Certuity
Florida
$372K -$81.1K -624 -18%
AWM
47
Aprio Wealth Management
Georgia
$371K +$1.17K +9 +0.3%
MSS
48
Mitchell Sinkler & Starr
Pennsylvania
$347K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$341K -$1.69K -13 -0.5%
JIC
50
Johnson Investment Counsel
Ohio
$330K – – –
1
2
3 4 5

SHE Hedge Fund Activity: Q4 2025 in Review

126 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q4 2025, worth a combined $119M — down 7.4% from $128M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SHE positions and 7 closed out — a net gain of 13 holders — while 37 added to existing stakes and 37 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $4.28M. The largest seller was Rock Creek Group, cutting an estimated $5.18M.

  • 126 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q4 2025, up from 116 in Q3 2025.
  • Funds reported $119M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q4 2025, down 7.4% quarter-over-quarter.
  • 20 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q4 2025 and 7 closed out, a net change of +13 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q4 2025 was Geneos Wealth Management, an estimated $4.28M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q4 2025 was Rock Creek Group, an estimated $5.18M sold.

Based on aggregated 13F filings for Q4 2025.