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State Street SPDR MSCI USA Gender Diversity ETF

92 hedge funds and large institutions have $111M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

6% more funds holding

Funds holding: 8792 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.9% less ownership

Funds ownership: 39.19%38.29% (-0.9%)

2% less capital invested

Capital invested by funds: $113M → $111M (-$2.59M)

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
32
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
51
BDO Wealth Advisors
Florida
$189K
PAI
52
Pittenger & Anderson Inc
Nebraska
$184K
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$182K +$31.1K +300 +20%
MCC
54
Money Concepts Capital
Florida
$182K +$185K +1,781 New
William Blair & Company
55
William Blair & Company
Illinois
$162K +$726 +7 +0.4%
AIP
56
Ameritas Investment Partners
Nebraska
$162K +$26.7K +257 +19%
SQA
57
Simon Quick Advisors
New Jersey
$153K -$156K -1,500 -50%
SWM
58
Spire Wealth Management
Virginia
$141K +$116K +1,114 +427%
AWA
59
Amplius Wealth Advisors
Pennsylvania
$109K +$111K +1,069 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$72K
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$68K +$3.42K +33 +5%
GWM
62
Geneos Wealth Management
Colorado
$60K
PGAM
63
Princeton Global Asset Management
New Jersey
$51K
SPIA
64
Steward Partners Investment Advisory
New York
$47K
CLOS
65
Compagnie Lombard Odier SCmA
Switzerland
$32K
Citigroup
66
Citigroup
New York
$30K -$5.7K -55 -16%
NFG
67
Next Financial Group
Texas
$29K
LC
68
Lindbrook Capital
California
$26K +$25.9K +250 New
ATC
69
Adirondack Trust Company
New York
$24K
Franklin Resources
70
Franklin Resources
California
$21K
TCM
71
TD Capital Management
Tennessee
$19K +$104 +1 +0.6%
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$15K
HI
73
Harbour Investments
Wisconsin
$13K
EI
74
Ellevest Inc
New York
$12K +$11.4K +110 +2,200%
CFB
75
Cullen/Frost Bankers
Texas
$10K

SHE Hedge Fund Activity: Q4 2021 in Review

92 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q4 2021, worth a combined $111M — down 2.3% from $113M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SHE positions and 12 closed out — a net gain of 6 holders — while 32 added to existing stakes and 11 trimmed.

The largest buyer was Money Design, adding an estimated $8.64M. The largest seller was Goldman Sachs, exiting entirely with an estimated $5.91M sold.

  • 92 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q4 2021, up from 87 in Q3 2021.
  • Funds reported $111M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q4 2021, down 2.3% quarter-over-quarter.
  • 18 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q4 2021 and 12 closed out, a net change of +6 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q4 2021 was Money Design, an estimated $8.64M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q4 2021 was Goldman Sachs, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2021.