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SPDR MSCI USA Gender Diversity ETF

92 hedge funds and large institutions have $82.5M invested in SPDR MSCI USA Gender Diversity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
22
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIA
51
Traphagen Investment Advisors
New Jersey
$223K -$63.2K -744 -22%
PFO
52
Pathstone Family Office
New Jersey
$209K +$209K +1,857 New
FHA
53
First Horizon Advisors
Tennessee
$208K
SPA
54
Sentinel Pension Advisors
Massachusetts
$205K
HR
55
Howe & Rusling
New York
$182K +$136K +1,595 +292%
PAI
56
Pittenger & Anderson Inc
Nebraska
$163K
GBT
57
Grove Bank & Trust
Florida
$160K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$140K +$255 +3 +0.2%
BAAM
59
Baker Avenue Asset Management
California
$134K
PTC
60
Private Trust Company
Ohio
$106K
AWM
61
Atticus Wealth Management
Florida
$86.4K +$340 +4 +0.4%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$62.6K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$61.6K -$6.55K -77 -10%
AIP
64
Ameritas Investment Partners
Nebraska
$56.8K +$255 +3 +0.5%
Comerica Bank
65
Comerica Bank
Texas
$50.7K +$50.7K +597 New
PGAM
66
Princeton Global Asset Management
New Jersey
$43.5K +$170 +2 +0.4%
Creative Planning
67
Creative Planning
Kansas
$40.2K +$40.2K +473 New
SPIA
68
Steward Partners Investment Advisory
New York
$39.1K
BCWM
69
Bartlett & Co Wealth Management
Ohio
$34K
BC
70
Bartlett & Co
Ohio
$34K
CLOS
71
Compagnie Lombard Odier SCmA
Switzerland
$26.4K
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.3K
LC
73
Lindbrook Capital
California
$21.3K
SSWM
74
Sheets Smith Wealth Management
North Carolina
$19.6K +$19.6K +230 New
Franklin Resources
75
Franklin Resources
California
$17.9K