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State Street SPDR MSCI USA Gender Diversity ETF

83 hedge funds and large institutions have $76.6M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% more ownership

Funds ownership: 39.87%40.38% (+0.51%)

2% less funds holding

Funds holding: 8583 (-2)

10% less capital invested

Capital invested by funds: $85.2M → $76.6M (-$8.54M)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
51
Ameritas Investment Partners
Nebraska
$51K +$240 +3 +0.4%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$48K +$80 +1 +0.2%
BWA
53
BDO Wealth Advisors
Florida
$41K -$62.5K -781 -58%
PGAM
54
Princeton Global Asset Management
New Jersey
$37K +$160 +2 +0.4%
SPIA
55
Steward Partners Investment Advisory
New York
$33K
BlackRock
56
BlackRock
New York
$28K
CLOS
57
Compagnie Lombard Odier SCmA
Switzerland
$23K
GWM
58
Geneos Wealth Management
Colorado
$20K -$10.3K -129 -32%
LC
59
Lindbrook Capital
California
$18K
ATC
60
Adirondack Trust Company
New York
$15K -$1.6K -20 -9%
Franklin Resources
61
Franklin Resources
California
$15K
TCM
62
TD Capital Management
Tennessee
$13K +$14.7K +184 New
Citigroup
63
Citigroup
New York
$12K -$80 -1 -0.6%
HI
64
Harbour Investments
Wisconsin
$10K
CAAS
65
Capital Asset Advisory Services
Michigan
$8K +$160 +2 +2%
ACA
66
Aptus Capital Advisors
Alabama
$8K +$4.08K +51 +86%
MAM
67
Marquette Asset Management
Minnesota
$8K +$8.88K +111 New
IA
68
IFP Advisors
Florida
$7K +$1.68K +21 +29%
GRP
69
Global Retirement Partners
California
$5K
GWANC
70
Guardian Wealth Advisors (North Carolina)
North Carolina
$4K
SSC
71
Syverson Strege & Co
Iowa
$4K +$80 +1 +2%
AWM
72
AllSquare Wealth Management
New York
$3K
AC
73
Arjuna Capital
North Carolina
$3K
MWM
74
Mascoma Wealth Management
New Hampshire
$2K
ST
75
Smithfield Trust
Pennsylvania
$2K

SHE Hedge Fund Activity: Q3 2022 in Review

83 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q3 2022, worth a combined $76.6M — down 10% from $85.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SHE and 6 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 22 added.

The largest buyer was JP Morgan Chase, adding an estimated $1.96M. The largest seller was Morgan Stanley, cutting an estimated $3.18M.

  • 83 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q3 2022, down from 85 in Q2 2022.
  • Funds reported $76.6M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q3 2022, down 10% quarter-over-quarter.
  • 6 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q3 2022 and 8 closed out, a net change of -2 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q3 2022 was JP Morgan Chase, an estimated $1.96M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q3 2022 was Morgan Stanley, an estimated $3.18M sold.

Based on aggregated 13F filings for Q3 2022.