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State Street SPDR MSCI USA Gender Diversity ETF

126 hedge funds and large institutions have $119M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

9% more funds holding

Funds holding: 116126 (+10)

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

4.46% less ownership

Funds ownership: 46.22%41.76% (-4.5%)

7% less capital invested

Capital invested by funds: $128M → $119M (-$9.53M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
37
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$325K +$390 +3 +0.1%
PAI
52
Pittenger & Anderson Inc
Nebraska
$321K -$650 -5 -0.2%
VA
53
Valmark Advisers
Ohio
$308K -$2.6K -20 -0.9%
KL
54
KilterHowling LLC
Colorado
$278K -$8.58K -66 -3%
TIA
55
Traphagen Investment Advisors
New Jersey
$278K +$520 +4 +0.2%
CG
56
Clifford Group
Massachusetts
$267K +$4.68K +36 +2%
Truist Financial
57
Truist Financial
North Carolina
$266K +$262K +2,014 New
Creative Planning
58
Creative Planning
Kansas
$264K -$1.3K -10 -0.5%
William Blair & Company
59
William Blair & Company
Illinois
$250K +$130 +1 +0.1%
AF
60
Abound Financial
California
$249K -$10.4K -80 -4%
GBT
61
Grove Bank & Trust
Florida
$249K
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$239K +$235K +1,812 New
AssetMark Inc
63
AssetMark Inc
California
$235K -$65.7K -506 -22%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$230K -$12.9K -99 -5%
SFS
65
Sowell Financial Services
Arkansas
$227K -$66.8K -514 -23%
WLIM
66
White Lighthouse Investment Management
Massachusetts
$219K +$215K +1,658 New
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$215K -$9.1K -70 -4%
SWM
68
Silverlake Wealth Management
Vermont
$212K +$209K +1,608 New
BAAM
69
Baker Avenue Asset Management
California
$208K
SA
70
Sincerus Advisory
New York
$208K +$390 +3 +0.2%
HR
71
Howe & Rusling
New York
$206K
MMH
72
Menora Mivtachim Holdings
Israel
$205K +$202K +1,554 New
MGWA
73
Monument Group Wealth Advisors
Massachusetts
$205K +$201K +1,550 New
CF
74
Centaurus Financial
California
$199K +$83.7K +644 +75%
PTC
75
Private Trust Company
Ohio
$151K

SHE Hedge Fund Activity: Q4 2025 in Review

126 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q4 2025, worth a combined $119M — down 7.4% from $128M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SHE positions and 7 closed out — a net gain of 13 holders — while 37 added to existing stakes and 37 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $4.28M. The largest seller was Rock Creek Group, cutting an estimated $5.18M.

  • 126 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q4 2025, up from 116 in Q3 2025.
  • Funds reported $119M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q4 2025, down 7.4% quarter-over-quarter.
  • 20 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q4 2025 and 7 closed out, a net change of +13 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q4 2025 was Geneos Wealth Management, an estimated $4.28M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q4 2025 was Rock Creek Group, an estimated $5.18M sold.

Based on aggregated 13F filings for Q4 2025.