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State Street SPDR MSCI USA Gender Diversity ETF

85 hedge funds and large institutions have $63.7M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

2% more capital invested

Capital invested by funds: $62.7M → $63.7M (+$1.03M)

1.5% less ownership

Funds ownership: 31.92%30.42% (-1.5%)

4% less funds holding

Funds holding: 8985 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
51
Baker Avenue Asset Management
California
$139K
PTC
52
Private Trust Company
Ohio
$110K
AWM
53
Atticus Wealth Management
Florida
$89.2K +$337 +4 +0.4%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$70.5K +$337 +4 +0.5%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$61.7K
AIP
56
Ameritas Investment Partners
Nebraska
$58.6K +$253 +3 +0.5%
HR
57
Howe & Rusling
New York
$48.1K
PGAM
58
Princeton Global Asset Management
New Jersey
$44.9K +$169 +2 +0.4%
SPIA
59
Steward Partners Investment Advisory
New York
$40.5K
BCWM
60
Bartlett & Co Wealth Management
Ohio
$35.2K +$33.7K +400 New
BC
61
Bartlett & Co
Ohio
$35K +$33.7K +400 New
CLOS
62
Compagnie Lombard Odier SCmA
Switzerland
$27.3K
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.1K -$50.6K -600 -69%
LC
64
Lindbrook Capital
California
$22K
GWM
65
Geneos Wealth Management
Colorado
$21.3K -$3.12K -37 -13%
ATC
66
Adirondack Trust Company
New York
$18.9K
Franklin Resources
67
Franklin Resources
California
$18.5K
TCM
68
TD Capital Management
Tennessee
$16.4K +$84 +1 +0.5%
Citigroup
69
Citigroup
New York
$14.4K
SCA
70
Stonebridge Capital Advisors
Minnesota
$13.2K +$12.6K +150 New
IGWM
71
ICA Group Wealth Management
Colorado
$13K +$12.5K +148 New
HI
72
Harbour Investments
Wisconsin
$11.4K
BWA
73
BDO Wealth Advisors
Florida
$10.2K
ACA
74
Aptus Capital Advisors
Alabama
$5.19K
GWANC
75
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.19K

SHE Hedge Fund Activity: Q2 2023 in Review

85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2023, worth a combined $63.7M — up 1.6% from $62.7M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SHE and 10 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 27 added.

The largest buyer was William Blair & Company, adding an estimated $642K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.79M sold.

  • 85 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2023, down from 89 in Q1 2023.
  • Funds reported $63.7M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2023 and 13 closed out, a net change of -3 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2023 was William Blair & Company, an estimated $642K added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2023 was Citadel Advisors, an estimated $1.79M sold.

Based on aggregated 13F filings for Q2 2023.