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State Street SPDR MSCI USA Gender Diversity ETF
SHE

102 hedge funds and large institutions have $78.6M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

3% more funds holding

Funds holding: 99 → 102 (+3)

3% less capital invested

Capital invested by funds: $81.4M → $78.6M (-$2.76M)

2.49% less ownership

Funds ownership: 34.62% → 32.12% (-2.5%)

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
32
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.21M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1,000K
3
Goldman Sachs
Goldman Sachs
New York
+$840K
4
CWM
Congress Wealth Management
Massachusetts
+$612K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$247K

Top Sellers

Rank Fund Capital Flow
1
WWA
WCG Wealth Advisors
Nevada
-$2.02M
2
SAG
SageView Advisory Group
California
-$944K
3
JP Morgan Chase
JP Morgan Chase
New York
-$612K
4
ITB
Idaho Trust Bank
Idaho
-$516K
5
CFSG
Community Financial Services Group
Vermont
-$369K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
51
Focus Partners Advisor Solutions
Missouri
$233K -$12.6K -120 -5%
HR
52
Howe & Rusling
New York
$229K – – –
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$224K – – –
MSS
54
Mitchell Sinkler & Starr
Pennsylvania
$216K – – –
GBT
55
Grove Bank & Trust
Florida
$205K – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$201K +$41.5K +395 +27%
Pathstone Holdings
57
Pathstone Holdings
New Jersey
$200K +$193K +1,841 New
SC
58
Stephens Consulting
Michigan
$143K +$137K +1,310 New
PTC
59
Private Trust Company
Ohio
$136K – – –
AWM
60
Atticus Wealth Management
Florida
$95.2K -$15.4K -147 -14%
CPA
61
Clear Point Advisors
New York
$94.7K +$7.45K +71 +9%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$76.3K – – –
AIP
63
Ameritas Investment Partners
Nebraska
$73.3K +$210 +2 +0.3%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$68K +$65.6K +625 New
Comerica Bank
65
Comerica Bank
Texas
$65.5K +$210 +2 +0.3%
PGAM
66
Princeton Global Asset Management
New Jersey
$56.2K +$210 +2 +0.4%
SNB
67
Security National Bank
Nebraska
$50.8K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$50K – – –
HGERS
69
Householder Group Estate & Retirement Specialist
Arizona
$48K -$12.3K -117 -21%
IAIM
70
International Assets Investment Management
Florida
$45.9K +$44.3K +422 New
BCWM
71
Bartlett & Co Wealth Management
Ohio
$43.5K – – –
BFA
72
Brown Financial Advisors
Ohio
$38.1K +$36.7K +350 New
CLOS
73
Compagnie Lombard Odier SCmA
Switzerland
$33.7K – – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$30.7K – – –
1 2
3
4 5

SHE Hedge Fund Activity: Q2 2024 in Review

102 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2024, worth a combined $78.6M — down 3.4% from $81.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SHE positions and 7 closed out — a net gain of 5 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.21M. The largest seller was WCG Wealth Advisors, exiting entirely with an estimated $2.02M sold.

  • 102 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2024, up from 99 in Q1 2024.
  • Funds reported $78.6M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2024, down 3.4% quarter-over-quarter.
  • 12 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2024 and 7 closed out, a net change of +5 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $1.21M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2024 was WCG Wealth Advisors, an estimated $2.02M sold.

Based on aggregated 13F filings for Q2 2024.