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SPDR MSCI USA Gender Diversity ETF
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Overview Fund Activity

83 hedge funds and large institutions have $92.3M invested in SPDR MSCI USA Gender Diversity ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
33
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$22.3M
2
LPL Financial
LPL Financial
California
$4.89M
3
Betterment LLC
Betterment LLC
New York
$2.66M
4
CFSG
Community Financial Services Group
Vermont
$513K
5
CCP
Cardan Capital Partners
Colorado
$332K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$1.22M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$534K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.1M
5
SFS
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
51
Princeton Global Asset Management
New Jersey
$51K – – –
GWM
52
Geneos Wealth Management
Colorado
$50K – – –
BMD
53
Better Money Decisions
New Mexico
$49K +$37.8K +374 +337%
SPIA
54
Steward Partners Investment Advisory
New York
$47K – – –
AIA
55
Arcadia Investment Advisors
Idaho
$46.6K – – –
Barclays
56
Barclays
United Kingdom
$35K +$33.3K +325 +1,912%
CLOS
57
Compagnie Lombard Odier SCmA
Switzerland
$31K – – –
NFG
58
Next Financial Group
Texas
$29K +$4.09K +40 +16%
SWM
59
Spire Wealth Management
Virginia
$27K -$142K -1,375 -84%
ATC
60
Adirondack Trust Company
New York
$24K +$2.04K +20 +9%
Franklin Resources
61
Franklin Resources
California
$22K – – –
PCG
62
Private Capital Group
Connecticut
$20K – – –
TCM
63
TD Capital Management
Tennessee
$18K +$99 +1 +0.6%
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
HI
65
Harbour Investments
Wisconsin
$13K – – –
HDIM
66
Hanson & Doremus Investment Management
Vermont
$11K – – –
CFB
67
Cullen/Frost Bankers
Texas
$10K – – –
SB
68
Strategic Blueprint
Georgia
$10K +$10K +97 New
CFD
69
Creative Financial Designs
Indiana
$8K +$8K +75 New
EWM
70
Elmwood Wealth Management
California
$7K – – –
ACA
71
Aptus Capital Advisors
Alabama
$6K – – –
RIM
72
Rockbridge Investment Management
New York
$6K +$6K +55 New
AWM
73
AllSquare Wealth Management
New York
$5K – – –
AC
74
Arjuna Capital
North Carolina
$5K – – –
GRP
75
Global Retirement Partners
California
$3K +$3K +26 New
1 2
3
4