We are live on ! Find out more
SHE icon

State Street SPDR MSCI USA Gender Diversity ETF

85 hedge funds and large institutions have $63.7M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

2% more capital invested

Capital invested by funds: $62.7M → $63.7M (+$1.03M)

1.5% less ownership

Funds ownership: 31.92%30.42% (-1.5%)

4% less funds holding

Funds holding: 8985 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AllSquare Wealth Management
New York
$3.92K
ST
77
Smithfield Trust
Pennsylvania
$2K
CSC
78
Caldwell Sutter Capital
California
$1.58K +$1.52K +18 New
GRP
79
Global Retirement Partners
California
$1.5K
FFA
80
Farther Finance Advisors
California
$1.36K
JWM
81
Janiczek Wealth Management
Colorado
$881
GFPC
82
Global Financial Private Client
Florida
$792
Fidelity Investments
83
Fidelity Investments
Massachusetts
$531 +$84 +1 +20%
TRCT
84
Tower Research Capital (TRC)
New York
$264
CYG
85
Clean Yield Group
Vermont
$187 +$169 +2 New
HNB
86
Huntington National Bank
Ohio
$88
MCC
87
Money Concepts Capital
Florida
-$805K -22,116 Closed
Citadel Advisors
88
Citadel Advisors
Florida
-$1.79M -21,619 Closed
IAIM
89
International Assets Investment Management
Florida
-$775K -8,790 Closed
SFS
90
Sowell Financial Services
Arkansas
-$368K -4,443 Closed
CAN
91
Cetera Advisor Networks
California
-$240K -2,896 Closed
BAM
92
Belpointe Asset Management
Nevada
-$82.4K -994 Closed
BA
93
Bristlecone Advisors
Washington
-$46.8K -565 Closed
PCMC
94
Private Capital Management (Colorado)
Colorado
-$18.7K -225 Closed
SSC
95
Syverson Strege & Co
Iowa
-$4.56K -55 Closed
TWA
96
TCI Wealth Advisors
Arizona
-$2.82K -34 Closed
MWM
97
Mascoma Wealth Management
New Hampshire
-$2.44K -29 Closed
PO
98
Private Ocean
California
-$854 -10 Closed
EI
99
Ellevest Inc
New York
-$58 -1 Closed

SHE Hedge Fund Activity: Q2 2023 in Review

85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2023, worth a combined $63.7M — up 1.6% from $62.7M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SHE and 10 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 27 added.

The largest buyer was William Blair & Company, adding an estimated $642K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.79M sold.

  • 85 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2023, down from 89 in Q1 2023.
  • Funds reported $63.7M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2023 and 13 closed out, a net change of -3 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2023 was William Blair & Company, an estimated $642K added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2023 was Citadel Advisors, an estimated $1.79M sold.

Based on aggregated 13F filings for Q2 2023.