We are live on ! Find out more
SHE icon

State Street SPDR MSCI USA Gender Diversity ETF

108 hedge funds and large institutions have $82.5M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 24

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

1% more funds holding

Funds holding: 107108 (+1)

5.91% less ownership

Funds ownership: 40.3%34.39% (-5.9%)

18% less capital invested

Capital invested by funds: $100M → $82.5M (-$17.9M)

Holders
108
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
41
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAI
51
Pittenger & Anderson Inc
Nebraska
$282K
SPA
52
Sentinel Pension Advisors
Massachusetts
$276K
PI
53
PFG Investments
New York
$270K +$709 +6 +0.3%
TIA
54
Traphagen Investment Advisors
New Jersey
$263K -$10.9K -92 -4%
AF
55
Abound Financial
California
$259K -$50.9K -431 -16%
VA
56
Valmark Advisers
Ohio
$257K
HighTower Advisors
57
HighTower Advisors
Illinois
$251K +$236 +2 +0.1%
KL
58
KilterHowling LLC
Colorado
$246K -$26.5K -224 -10%
SC
59
Stephens Consulting
Michigan
$233K
Creative Planning
60
Creative Planning
Kansas
$223K +$231K +1,954 New
GBT
61
Grove Bank & Trust
Florida
$215K
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$210K
WTFG
63
Wood Tarver Financial Group
Idaho
$193K
HR
64
Howe & Rusling
New York
$178K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$162K -$23.9K -202 -12%
MAFA
66
MJT & Associates Financial Advisory
Minnesota
$144K +$149K +1,263 New
PTC
67
Private Trust Company
Ohio
$131K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$120K +$68.2K +577 +121%
VWM
69
Vermillion Wealth Management
Minnesota
$111K +$236 +2 +0.2%
AWM
70
Atticus Wealth Management
Florida
$101K +$236 +2 +0.2%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$79.9K
AIP
72
Ameritas Investment Partners
Nebraska
$77.6K +$236 +2 +0.3%
Comerica Bank
73
Comerica Bank
Texas
$69.3K +$118 +1 +0.2%
BCWM
74
Bartlett & Co Wealth Management
Ohio
$65.1K
SS
75
Sunbelt Securities
Texas
$62.7K +$118 +1 +0.2%

SHE Hedge Fund Activity: Q1 2025 in Review

108 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2025, worth a combined $82.5M — down 18% from $100M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SHE positions and 5 closed out — a net gain of 3 holders — while 41 added to existing stakes and 24 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $910K. The largest seller was Rock Creek Group, exiting entirely with an estimated $20.8M sold.

  • 108 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2025, up from 107 in Q4 2024.
  • Funds reported $82.5M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 8 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2025 and 5 closed out, a net change of +3 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $910K added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2025 was Rock Creek Group, an estimated $20.8M sold.

Based on aggregated 13F filings for Q1 2025.