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State Street SPDR MSCI USA Gender Diversity ETF

112 hedge funds and large institutions have $88M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $82.5M → $88M (+$5.51M)

4% more funds holding

Funds holding: 108112 (+4)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

1.23% less ownership

Funds ownership: 34.39%33.16% (-1.2%)

Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
33
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$294K -$659K -5,661 -71%
VA
52
Valmark Advisers
Ohio
$294K +$11.3K +97 +4%
HighTower Advisors
53
HighTower Advisors
Illinois
$275K
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$272K +$254K +2,180 New
KL
55
KilterHowling LLC
Colorado
$265K +$815 +7 +0.3%
TIA
56
Traphagen Investment Advisors
New Jersey
$263K -$22.5K -193 -8%
Creative Planning
57
Creative Planning
Kansas
$245K +$582 +5 +0.3%
AF
58
Abound Financial
California
$244K -$35.8K -308 -14%
William Blair & Company
59
William Blair & Company
Illinois
$236K -$3.91M -33,595 -95%
GBT
60
Grove Bank & Trust
Florida
$235K
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$230K
WTFG
62
Wood Tarver Financial Group
Idaho
$210K
CG
63
Clifford Group
Massachusetts
$209K +$195K +1,675 New
SA
64
Sincerus Advisory
New York
$201K +$185K +1,587 New
HR
65
Howe & Rusling
New York
$195K
SC
66
Stephens Consulting
Michigan
$192K -$58.2K -500 -24%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$161K -$14.8K -127 -9%
PTC
68
Private Trust Company
Ohio
$143K
MAFA
69
MJT & Associates Financial Advisory
Minnesota
$133K -$23.4K -201 -16%
VWM
70
Vermillion Wealth Management
Minnesota
$122K +$233 +2 +0.2%
AWM
71
Atticus Wealth Management
Florida
$111K +$349 +3 +0.3%
CF
72
Centaurus Financial
California
$108K +$101K +864 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$87.4K
AIP
74
Ameritas Investment Partners
Nebraska
$85.1K +$233 +2 +0.3%
MCM
75
MAI Capital Management
Ohio
$82K +$22.9K +197 +43%

SHE Hedge Fund Activity: Q2 2025 in Review

112 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2025, worth a combined $88M — up 6.7% from $82.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SHE positions and 8 closed out — a net gain of 6 holders — while 33 added to existing stakes and 31 trimmed.

The largest buyer was National Philanthropic Trust, adding an estimated $1.83M. The largest seller was William Blair & Company, cutting an estimated $3.91M.

  • 112 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2025, up from 108 in Q1 2025.
  • Funds reported $88M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2025, up 6.7% quarter-over-quarter.
  • 14 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2025 and 8 closed out, a net change of +6 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2025 was National Philanthropic Trust, an estimated $1.83M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2025 was William Blair & Company, an estimated $3.91M sold.

Based on aggregated 13F filings for Q2 2025.