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State Street SPDR MSCI USA Gender Diversity ETF

101 hedge funds and large institutions have $102M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

29% more capital invested

Capital invested by funds: $78.6M → $102M (+$22.9M)

7.94% more ownership

Funds ownership: 32.12%40.06% (+7.9%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 102101 (-1)

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
35
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$248K +$330 +3 +0.1%
FPAS
52
Focus Partners Advisor Solutions
Missouri
$243K
MSS
53
Mitchell Sinkler & Starr
Pennsylvania
$226K
WT
54
Whittier Trust
California
$223K -$74K -672 -25%
GBT
55
Grove Bank & Trust
Florida
$214K
Pathstone Holdings
56
Pathstone Holdings
New Jersey
$209K
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$188K -$20.5K -186 -10%
SC
58
Stephens Consulting
Michigan
$181K +$31.1K +282 +22%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$180K +$105K +953 +152%
HR
60
Howe & Rusling
New York
$177K -$60.1K -546 -26%
PTC
61
Private Trust Company
Ohio
$142K
AWM
62
Atticus Wealth Management
Florida
$99.7K +$330 +3 +0.3%
CPA
63
Clear Point Advisors
New York
$99.1K +$110 +1 +0.1%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$79.8K
AIP
65
Ameritas Investment Partners
Nebraska
$76.7K +$220 +2 +0.3%
Comerica Bank
66
Comerica Bank
Texas
$68.6K +$220 +2 +0.3%
SS
67
Sunbelt Securities
Texas
$62K +$60.1K +546 New
PGAM
68
Princeton Global Asset Management
New Jersey
$58.8K +$110 +1 +0.2%
BA
69
Bristlecone Advisors
Washington
$55.3K +$53.6K +487 New
ACA
70
Aptus Capital Advisors
Alabama
$54K +$45.8K +416 +705%
SNB
71
Security National Bank
Nebraska
$53K
SPIA
72
Steward Partners Investment Advisory
New York
$52.3K
HGERS
73
Householder Group Estate & Retirement Specialist
Arizona
$51K
BCWM
74
Bartlett & Co Wealth Management
Ohio
$45.4K
CLOS
75
Compagnie Lombard Odier SCmA
Switzerland
$35.2K

SHE Hedge Fund Activity: Q3 2024 in Review

101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q3 2024, worth a combined $102M — up 29% from $78.6M a quarter earlier.

Fund positioning in SHE was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 35 added to existing stakes and 24 trimmed.

The largest buyer was Rock Creek Group, opening a new position worth an estimated $19.8M. The largest seller was Royal Bank of Canada, cutting an estimated $633K.

  • 101 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q3 2024, down from 102 in Q2 2024.
  • Funds reported $102M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q3 2024, up 29% quarter-over-quarter.
  • 6 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q3 2024 and 6 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q3 2024 was Rock Creek Group, an estimated $19.8M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $633K sold.

Based on aggregated 13F filings for Q3 2024.