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State Street SPDR MSCI USA Gender Diversity ETF

88 hedge funds and large institutions have $103M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 38.29%38.06% (-0.22%)

4% less funds holding

Funds holding: 9288 (-4)

7% less capital invested

Capital invested by funds: $111M → $103M (-$7.88M)

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
27
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
51
BDO Wealth Advisors
Florida
$170K
PAI
52
Pittenger & Anderson Inc
Nebraska
$166K
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165K +$831 +9 +0.5%
William Blair & Company
54
William Blair & Company
Illinois
$146K -$462 -5 -0.3%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$140K -$32.5K -352 -19%
SQA
56
Simon Quick Advisors
New Jersey
$138K
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$66K
AIP
58
Ameritas Investment Partners
Nebraska
$64K -$82K -888 -56%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$61K -$554 -6 -0.9%
GWM
60
Geneos Wealth Management
Colorado
$55K +$1.11K +12 +2%
PGAM
61
Princeton Global Asset Management
New Jersey
$46K
SPIA
62
Steward Partners Investment Advisory
New York
$42K
BlackRock
63
BlackRock
New York
$37K +$36.7K +398 New
CLOS
64
Compagnie Lombard Odier SCmA
Switzerland
$29K
LC
65
Lindbrook Capital
California
$23K
ATC
66
Adirondack Trust Company
New York
$22K
Franklin Resources
67
Franklin Resources
California
$19K
CAAS
68
Capital Asset Advisory Services
Michigan
$10K +$5.08K +55 +104%
CFB
69
Cullen/Frost Bankers
Texas
$9K
CFD
70
Creative Financial Designs
Indiana
$7K
Citigroup
71
Citigroup
New York
$6K -$21.4K -232 -78%
GRP
72
Global Retirement Partners
California
$6K +$6.46K +70 New
ACA
73
Aptus Capital Advisors
Alabama
$5K
SSC
74
Syverson Strege & Co
Iowa
$5K +$4.99K +54 New
IA
75
IFP Advisors
Florida
$5K +$6.65K +72 New

SHE Hedge Fund Activity: Q1 2022 in Review

88 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2022, worth a combined $103M — down 7.1% from $111M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SHE positions and 9 closed out — a net gain of 1 holder — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Money Design, adding an estimated $1.93M. The largest seller was Morgan Stanley, cutting an estimated $4.84M.

  • 88 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2022, down from 92 in Q4 2021.
  • Funds reported $103M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2022, down 7.1% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2022 and 9 closed out, a net change of +1 holder.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2022 was Money Design, an estimated $1.93M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2022 was Morgan Stanley, an estimated $4.84M sold.

Based on aggregated 13F filings for Q1 2022.