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SPDR MSCI USA Gender Diversity ETF

104 hedge funds and large institutions have $99.8M invested in SPDR MSCI USA Gender Diversity ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+3
Holders Change %
+2.97%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$267K +$267K +2,305 New
VA
52
Valmark Advisers
Ohio
$261K -$37.6K -325 -13%
HighTower Advisors
53
HighTower Advisors
Illinois
$255K +$347 +3 +0.1%
SC
54
Stephens Consulting
Michigan
$236K +$52.1K +450 +28%
MSS
55
Mitchell Sinkler & Starr
Pennsylvania
$230K
GBT
56
Grove Bank & Trust
Florida
$218K
Jones Financial Companies
57
Jones Financial Companies
Missouri
$214K +$31.3K +270 +17%
Pathstone Holdings
58
Pathstone Holdings
New Jersey
$213K
WTFG
59
Wood Tarver Financial Group
Idaho
$195K +$195K +1,687 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$187K -$4.75K -41 -2%
HR
61
Howe & Rusling
New York
$181K
PTC
62
Private Trust Company
Ohio
$133K -$11.6K -100 -8%
VWM
63
Vermillion Wealth Management
Minnesota
$112K +$112K +971 New
AWM
64
Atticus Wealth Management
Florida
$102K +$347 +3 +0.3%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$81.1K
AIP
66
Ameritas Investment Partners
Nebraska
$78.5K +$347 +3 +0.4%
Comerica Bank
67
Comerica Bank
Texas
$70.2K +$232 +2 +0.3%
BCWM
68
Bartlett & Co Wealth Management
Ohio
$66K +$19.7K +170 +43%
MCM
69
MAI Capital Management
Ohio
$63.8K +$63.8K +551 New
SS
70
Sunbelt Securities
Texas
$63.7K +$232 +2 +0.4%
PGAM
71
Princeton Global Asset Management
New Jersey
$60.2K +$232 +2 +0.4%
ACA
72
Aptus Capital Advisors
Alabama
$58.9K +$3.93K +34 +7%
BA
73
Bristlecone Advisors
Washington
$56.4K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$55.3K +$39.7K +343 +256%
SNB
75
Security National Bank
Nebraska
$54.1K