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State Street SPDR MSCI USA Gender Diversity ETF

88 hedge funds and large institutions have $103M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 38.29%38.06% (-0.22%)

4% less funds holding

Funds holding: 9288 (-4)

7% less capital invested

Capital invested by funds: $111M → $103M (-$7.88M)

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
27
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AllSquare Wealth Management
New York
$4K
AC
77
Arjuna Capital
North Carolina
$4K
MWM
78
Mascoma Wealth Management
New Hampshire
$3K
ST
79
Smithfield Trust
Pennsylvania
$2K
HCP
80
Hexagon Capital Partners
Arkansas
$1K
JWM
81
Janiczek Wealth Management
Colorado
$1K
PO
82
Private Ocean
California
$1K
GFPC
83
Global Financial Private Client
Florida
$835
APA
84
American Portfolios Advisors
New York
$461
SAM
85
Secure Asset Management
Michigan
-$230K -2,246 Closed
WSFS
86
Wilmington Savings Fund Society
Delaware
-$225K -2,208 Closed
SWM
87
Spire Wealth Management
Virginia
-$141K -1,375 Closed
AWA
88
Amplius Wealth Advisors
Pennsylvania
-$109K -1,069 Closed
TCM
89
TD Capital Management
Tennessee
-$19K -182 Closed
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
-$15K -151 Closed
EI
91
Ellevest Inc
New York
-$10.5K -114 -99%
DWMG
92
DB Wealth Management Group
California
-$8K -78 Closed
EWM
93
Elmwood Wealth Management
California
-$7K -65 Closed
RIM
94
Rockbridge Investment Management
New York
-$6K -55 Closed
Creative Planning
95
Creative Planning
Kansas
+$369 +4 New

SHE Hedge Fund Activity: Q1 2022 in Review

88 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2022, worth a combined $103M — down 7.1% from $111M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SHE positions and 9 closed out — a net gain of 1 holder — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Money Design, adding an estimated $1.93M. The largest seller was Morgan Stanley, cutting an estimated $4.84M.

  • 88 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2022, down from 92 in Q4 2021.
  • Funds reported $103M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2022, down 7.1% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2022 and 9 closed out, a net change of +1 holder.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2022 was Money Design, an estimated $1.93M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2022 was Morgan Stanley, an estimated $4.84M sold.

Based on aggregated 13F filings for Q1 2022.