We are live on ! Find out more
SHE icon

State Street SPDR MSCI USA Gender Diversity ETF

95 hedge funds and large institutions have $95.5M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

16% more capital invested

Capital invested by funds: $82.5M → $95.5M (+$13M)

4.81% more ownership

Funds ownership: 38.87%43.68% (+4.8%)

3% more funds holding

Funds holding: 9295 (+3)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
26
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$210K -$171K -1,927 -47%
FPAS
52
Focus Partners Advisor Solutions
Missouri
$205K +$191K +2,155 New
HR
53
Howe & Rusling
New York
$200K -$2.93K -33 -2%
PAI
54
Pittenger & Anderson Inc
Nebraska
$182K
GBT
55
Grove Bank & Trust
Florida
$179K
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$138K -$17.7K -199 -12%
PTC
57
Private Trust Company
Ohio
$118K
AWM
58
Atticus Wealth Management
Florida
$96.9K +$266 +3 +0.3%
CPA
59
Clear Point Advisors
New York
$75.9K +$71K +799 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$66.8K
AIP
61
Ameritas Investment Partners
Nebraska
$63.6K +$178 +2 +0.3%
Comerica Bank
62
Comerica Bank
Texas
$56.9K +$178 +2 +0.3%
PGAM
63
Princeton Global Asset Management
New Jersey
$48.8K +$178 +2 +0.4%
SNB
64
Security National Bank
Nebraska
$44.4K +$41.5K +467 New
SPIA
65
Steward Partners Investment Advisory
New York
$43.7K
BCWM
66
Bartlett & Co Wealth Management
Ohio
$38.1K
BC
67
Bartlett & Co
Ohio
$38K
CLOS
68
Compagnie Lombard Odier SCmA
Switzerland
$29.4K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$26.8K -$39.3K -442 -61%
LC
70
Lindbrook Capital
California
$23.7K
Franklin Resources
71
Franklin Resources
California
$19.9K
TCM
72
TD Capital Management
Tennessee
$17.8K
IGWM
73
ICA Group Wealth Management
Colorado
$13.5K +$12.6K +142 New
Citigroup
74
Citigroup
New York
$13K
HI
75
Harbour Investments
Wisconsin
$12.3K

SHE Hedge Fund Activity: Q4 2023 in Review

95 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q4 2023, worth a combined $95.5M — up 16% from $82.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SHE positions and 7 closed out — a net gain of 6 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.18M. The largest seller was Congress Wealth Management, exiting entirely with an estimated $545K sold.

  • 95 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q4 2023, up from 92 in Q3 2023.
  • Funds reported $95.5M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 13 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q4 2023 and 7 closed out, a net change of +6 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $9.18M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q4 2023 was Congress Wealth Management, an estimated $545K sold.

Based on aggregated 13F filings for Q4 2023.