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SPDR MSCI USA Gender Diversity ETF
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Overview Fund Activity

95 hedge funds and large institutions have $95.5M invested in SPDR MSCI USA Gender Diversity ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
26
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$19M
2
Citadel Advisors
Citadel Advisors
Florida
$2.19M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.15M
4
William Blair & Company
William Blair & Company
Illinois
$2.39M
5
Mariner
Mariner
Kansas
$510K

Top Sellers

1
CWM
Congress Wealth Management
Massachusetts
$0
2
AF
Allworth Financial
California
$760
3
CF
Centaurus Financial
California
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$365K
5
BFA
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8K -$14.3K -150 -55%
GWM
77
Geneos Wealth Management
Colorado
$9.5K -$6.65K -70 -41%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$7.08K +$6.61K +70 +1,400%
PS
79
Principal Securities
Iowa
$6.56K +$6.56K +69 New
ACA
80
Aptus Capital Advisors
Alabama
$5.61K – – –
GWANC
81
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.61K – – –
AWM
82
AllSquare Wealth Management
New York
$4.47K – – –
S
83
Sachetta
Massachusetts
$3.99K +$3.99K +42 New
MSWM
84
McGlone Suttner Wealth Management
Wisconsin
$2.66K +$2.66K +28 New
ST
85
Smithfield Trust
Pennsylvania
$2K – – –
CSC
86
Caldwell Sutter Capital
California
$1.71K – – –
GRP
87
Global Retirement Partners
California
$1.62K – – –
FFA
88
Farther Finance Advisors
California
$1.48K – – –
ADL
89
Asset Dedication LLC
California
$1K +$1K +12 New
PO
90
Private Ocean
California
$989 +$989 +10 New
JWM
91
Janiczek Wealth Management
Colorado
$950 – – –
GFPC
92
Global Financial Private Client
Florida
$855 – – –
ATC
93
Adirondack Trust Company
New York
$824 -$20.6K -200 -96%
AF
94
Allworth Financial
California
$760 -$434K -4,565 -100%
TRCT
95
Tower Research Capital (TRC)
New York
$285 – – –
HNB
96
Huntington National Bank
Ohio
$95 -$85 – –
CWM
97
Congress Wealth Management
Massachusetts
– -$545K -6,415 Closed
CF
98
Centaurus Financial
California
– -$375K -4,417 Closed
BFA
99
Beaumont Financial Advisors
Massachusetts
– -$226K -2,655 Closed
BAAM
100
Baker Avenue Asset Management
California
– -$134K -1,578 Closed
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4
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