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State Street SPDR MSCI USA Gender Diversity ETF

116 hedge funds and large institutions have $128M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

46% more capital invested

Capital invested by funds: $88M → $128M (+$40.2M)

13.06% more ownership

Funds ownership: 33.16%46.22% (+13%)

4% more funds holding

Funds holding: 112116 (+4)

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
45
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
51
Valmark Advisers
Ohio
$300K
AssetMark Inc
52
AssetMark Inc
California
$291K -$17.3K -138 -6%
SFS
53
Sowell Financial Services
Arkansas
$284K -$23.8K -190 -8%
KL
54
KilterHowling LLC
Colorado
$277K +$5.76K +46 +2%
TIA
55
Traphagen Investment Advisors
New Jersey
$267K -$1.38K -11 -0.5%
Creative Planning
56
Creative Planning
Kansas
$256K +$6.14K +49 +3%
CG
57
Clifford Group
Massachusetts
$253K +$38.8K +310 +19%
AF
58
Abound Financial
California
$251K +$1.25K +10 +0.5%
William Blair & Company
59
William Blair & Company
Illinois
$242K +$125 +1 +0.1%
GBT
60
Grove Bank & Trust
Florida
$240K
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$235K
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$234K -$334K -2,670 -59%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$216K +$213K +1,698 New
BAAM
64
Baker Avenue Asset Management
California
$201K +$198K +1,578 New
SA
65
Sincerus Advisory
New York
$200K -$2K -16 -1%
HR
66
Howe & Rusling
New York
$199K
PTC
67
Private Trust Company
Ohio
$146K
MAFA
68
MJT & Associates Financial Advisory
Minnesota
$142K +$6.14K +49 +5%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$133K -$163K -1,305 -55%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$133K -$30.8K -246 -19%
VWM
71
Vermillion Wealth Management
Minnesota
$125K +$376 +3 +0.3%
CF
72
Centaurus Financial
California
$110K
RF
73
Rossby Financial
Florida
$99.1K +$77.8K +621 +398%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$92.3K +$90.7K +724 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$89.2K

SHE Hedge Fund Activity: Q3 2025 in Review

116 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q3 2025, worth a combined $128M — up 46% from $88M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SHE positions and 10 closed out — a net gain of 5 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was Rock Creek Group, opening a new position worth an estimated $22.5M. The largest seller was JP Morgan Chase, cutting an estimated $400K.

  • 116 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q3 2025, up from 112 in Q2 2025.
  • Funds reported $128M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q3 2025, up 46% quarter-over-quarter.
  • 15 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q3 2025 and 10 closed out, a net change of +5 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q3 2025 was Rock Creek Group, an estimated $22.5M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q3 2025 was JP Morgan Chase, an estimated $400K sold.

Based on aggregated 13F filings for Q3 2025.