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SPDR MSCI USA Gender Diversity ETF
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Overview Fund Activity

89 hedge funds and large institutions have $62.7M invested in SPDR MSCI USA Gender Diversity ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$775K
2
MCC
Money Concepts Capital
Florida
+$734K
3
Goldman Sachs
Goldman Sachs
New York
+$574K
4
Citadel Advisors
Citadel Advisors
Florida
+$418K
5
SFS
Sowell Financial Services
Arkansas
+$368K

Top Sellers

1
MD
Money Design
Japan
-$8.69M
2
Morgan Stanley
Morgan Stanley
New York
-$621K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$549K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$476K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$336K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$136K -$3.48K -42 -2%
BAAM
52
Baker Avenue Asset Management
California
$131K – – –
PTC
53
Private Trust Company
Ohio
$103K +$8.29K +100 +9%
AWM
54
Atticus Wealth Management
Florida
$83.6K +$332 +4 +0.4%
BAM
55
Belpointe Asset Management
Nevada
$82.4K -$9.53K -115 -10%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72.5K -$13.9K -168 -16%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$66.1K -$4.39K -53 -6%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$58.3K – – –
AIP
59
Ameritas Investment Partners
Nebraska
$54.9K +$166 +2 +0.3%
BA
60
Bristlecone Advisors
Washington
$46.8K +$46.8K +565 New
HR
61
Howe & Rusling
New York
$45.3K – – –
PGAM
62
Princeton Global Asset Management
New Jersey
$42.1K +$166 +2 +0.4%
SPIA
63
Steward Partners Investment Advisory
New York
$38.1K – – –
CLOS
64
Compagnie Lombard Odier SCmA
Switzerland
$25.7K – – –
GWM
65
Geneos Wealth Management
Colorado
$23.1K – – –
LC
66
Lindbrook Capital
California
$20.7K – – –
PCMC
67
Private Capital Management (Colorado)
Colorado
$18.7K +$18.7K +225 New
Franklin Resources
68
Franklin Resources
California
$17.4K – – –
ATC
69
Adirondack Trust Company
New York
$17.2K – – –
TCM
70
TD Capital Management
Tennessee
$15.3K +$83 +1 +0.5%
Citigroup
71
Citigroup
New York
$13.5K – – –
HI
72
Harbour Investments
Wisconsin
$10.8K – – –
BWA
73
BDO Wealth Advisors
Florida
$9.62K -$37.1K -448 -79%
ACA
74
Aptus Capital Advisors
Alabama
$4.89K – – –
GWANC
75
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.89K – – –
1 2
3
4 5