We are live on ! Find out more
SHE icon

State Street SPDR MSCI USA Gender Diversity ETF
SHE

107 hedge funds and large institutions have $100M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

6% more funds holding

Funds holding: 101 → 107 (+6)

0.23% more ownership

Funds ownership: 40.06% → 40.3% (+0.23%)

1% less capital invested

Capital invested by funds: $102M → $100M (-$1.16M)

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

Holders
107
Holders Change
+6
Holders Change %
+5.94%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
28
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$528K
2
NPT
National Philanthropic Trust
Pennsylvania
+$495K
3
Citigroup
Citigroup
New York
+$442K
4
IWC
Integrated Wealth Concepts
Massachusetts
+$271K
5
LPL Financial
LPL Financial
California
+$154K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.29M
2
Goldman Sachs
Goldman Sachs
New York
-$1.26M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.23M
4
JP Morgan Chase
JP Morgan Chase
New York
-$563K
5
Bank of America
Bank of America
North Carolina
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
51
PFG Investments
New York
$273K +$587 +5 +0.2%
IWC
52
Integrated Wealth Concepts
Massachusetts
$267K +$271K +2,305 New
VA
53
Valmark Advisers
Ohio
$261K -$38.2K -325 -13%
HighTower Advisors
54
HighTower Advisors
Illinois
$255K +$352 +3 +0.1%
SC
55
Stephens Consulting
Michigan
$236K +$52.9K +450 +28%
MSS
56
Mitchell Sinkler & Starr
Pennsylvania
$230K – – –
GBT
57
Grove Bank & Trust
Florida
$218K – – –
Jones Financial Companies
58
Jones Financial Companies
Missouri
$214K +$31.7K +270 +17%
Pathstone Holdings
59
Pathstone Holdings
New Jersey
$213K – – –
WTFG
60
Wood Tarver Financial Group
Idaho
$195K +$198K +1,687 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$187K -$4.82K -41 -2%
HR
62
Howe & Rusling
New York
$181K – – –
PTC
63
Private Trust Company
Ohio
$133K -$11.8K -100 -8%
VWM
64
Vermillion Wealth Management
Minnesota
$112K +$114K +971 New
AWM
65
Atticus Wealth Management
Florida
$102K +$352 +3 +0.3%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$81.1K – – –
AIP
67
Ameritas Investment Partners
Nebraska
$78.5K +$352 +3 +0.4%
Comerica Bank
68
Comerica Bank
Texas
$70.2K +$235 +2 +0.3%
BCWM
69
Bartlett & Co Wealth Management
Ohio
$66K +$20K +170 +43%
MCM
70
MAI Capital Management
Ohio
$63.8K +$64.7K +551 New
SS
71
Sunbelt Securities
Texas
$63.7K +$235 +2 +0.4%
EPAM
72
Evelyn Partners Asset Management
$61.5K +$62.4K +531 New
PGAM
73
Princeton Global Asset Management
New Jersey
$60.2K +$235 +2 +0.4%
ACA
74
Aptus Capital Advisors
Alabama
$58.9K +$4K +34 +7%
BA
75
Bristlecone Advisors
Washington
$56.4K – – –
1 2
3
4 5

SHE Hedge Fund Activity: Q4 2024 in Review

107 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q4 2024, worth a combined $100M — down 1.1% from $102M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SHE positions and 8 closed out — a net gain of 8 holders — while 28 added to existing stakes and 32 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $528K. The largest seller was UBS Group, cutting an estimated $1.29M.

  • 107 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q4 2024, up from 101 in Q3 2024.
  • Funds reported $100M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q4 2024, down 1.1% quarter-over-quarter.
  • 16 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q4 2024 and 8 closed out, a net change of +8 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q4 2024 was Citadel Advisors, an estimated $528K added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q4 2024 was UBS Group, an estimated $1.29M sold.

Based on aggregated 13F filings for Q4 2024.