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SPDR MSCI USA Gender Diversity ETF
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Overview Fund Activity

92 hedge funds and large institutions have $82.5M invested in SPDR MSCI USA Gender Diversity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
22
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
Rock Creek Group
District of Columbia
+$20.7M
2
William Blair & Company
William Blair & Company
Illinois
+$487K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$452K
4
AF
Allworth Financial
California
+$389K
5
CF
Centaurus Financial
California
+$375K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.68M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.44M
3
HighTower Advisors
HighTower Advisors
Illinois
-$203K
4
PI
PFG Investments
New York
-$203K
5
Goldman Sachs
Goldman Sachs
New York
-$183K
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
76
Adirondack Trust Company
New York
$17.7K – – –
TCM
77
TD Capital Management
Tennessee
$15.9K +$85 +1 +0.5%
GWM
78
Geneos Wealth Management
Colorado
$14.5K -$6.12K -72 -30%
SCA
79
Stonebridge Capital Advisors
Minnesota
$12.8K – – –
Citigroup
80
Citigroup
New York
$11.6K -$2.2K -26 -16%
HI
81
Harbour Investments
Wisconsin
$11.1K – – –
ACA
82
Aptus Capital Advisors
Alabama
$5.02K – – –
GWANC
83
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.02K – – –
AWM
84
AllSquare Wealth Management
New York
$4K – – –
ST
85
Smithfield Trust
Pennsylvania
$2K – – –
CSC
86
Caldwell Sutter Capital
California
$1.53K – – –
GRP
87
Global Retirement Partners
California
$1.43K – – –
FFA
88
Farther Finance Advisors
California
$1.32K +$82 +1 +7%
JWM
89
Janiczek Wealth Management
Colorado
$850 – – –
GFPC
90
Global Financial Private Client
Florida
$763 – – –
Fidelity Investments
91
Fidelity Investments
Massachusetts
$427 -$85 -1 -17%
TRCT
92
Tower Research Capital (TRC)
New York
$255 – – –
HNB
93
Huntington National Bank
Ohio
$85 -$88 – –
V
94
Veritable
Delaware
– -$250K -2,841 Closed
HighTower Advisors
95
HighTower Advisors
Illinois
– -$203K -2,317 Closed
PI
96
PFG Investments
New York
– -$203K -2,305 Closed
IGWM
97
ICA Group Wealth Management
Colorado
– -$13K -148 Closed
CYG
98
Clean Yield Group
Vermont
– -$187 -2 Closed
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