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State Street SPDR MSCI USA Gender Diversity ETF
SHE

99 hedge funds and large institutions have $81.4M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

4% more funds holding

Funds holding: 95 → 99 (+4)

9.06% less ownership

Funds ownership: 43.68% → 34.62% (-9.1%)

15% less capital invested

Capital invested by funds: $95.5M → $81.4M (-$14.1M)

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
28
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
+$3.2M
2
SAG
SageView Advisory Group
California
+$1.89M
3
William Blair & Company
William Blair & Company
Illinois
+$1.02M
4
ITB
Idaho Trust Bank
Idaho
+$490K
5
LPL Financial
LPL Financial
California
+$396K

Top Sellers

Rank Fund Capital Flow
1
RCG
Rock Creek Group
District of Columbia
-$17.1M
2
Morgan Stanley
Morgan Stanley
New York
-$10.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.19M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$655K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
76
Principal Securities
Iowa
$27.3K +$19K +189 +274%
LC
77
Lindbrook Capital
California
$26.5K – – –
Franklin Resources
78
Franklin Resources
California
$22.2K – – –
TCM
79
TD Capital Management
Tennessee
$19.9K +$101 +1 +0.5%
IGWM
80
ICA Group Wealth Management
Colorado
$15.2K +$201 +2 +1%
Citigroup
81
Citigroup
New York
$14.5K – – –
HI
82
Harbour Investments
Wisconsin
$13.8K – – –
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.2K -$905 -9 -7%
GWM
84
Geneos Wealth Management
Colorado
$10.6K – – –
Fidelity Investments
85
Fidelity Investments
Massachusetts
$7.89K – – –
ACA
86
Aptus Capital Advisors
Alabama
$6.25K – – –
GWANC
87
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.25K – – –
AWM
88
AllSquare Wealth Management
New York
$4.97K – – –
S
89
Sachetta
Massachusetts
$3.99K – – –
PA
90
Parallel Advisors
California
$2.65K +$2.51K +25 New
ST
91
Smithfield Trust
Pennsylvania
$2K – – –
CSC
92
Caldwell Sutter Capital
California
$1.91K – – –
GRP
93
Global Retirement Partners
California
$1.8K – – –
FFA
94
Farther Finance Advisors
California
$1.65K – – –
ADL
95
Asset Dedication LLC
California
$1K – – –
GFPC
96
Global Financial Private Client
Florida
$952 – – –
AF
97
Allworth Financial
California
$742 -$101 -1 -13%
TC
98
Trust Company
Kansas
$643 +$603 +6 New
TRCT
99
Tower Research Capital (TRC)
New York
$318 – – –
HNB
100
Huntington National Bank
Ohio
$106 – – –
1 2 3
4
5

SHE Hedge Fund Activity: Q1 2024 in Review

99 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2024, worth a combined $81.4M — down 15% from $95.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SHE positions and 7 closed out — a net gain of 5 holders — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $3.2M. The largest seller was Rock Creek Group, exiting entirely with an estimated $17.1M sold.

  • 99 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2024, up from 95 in Q4 2023.
  • Funds reported $81.4M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 12 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2024 and 7 closed out, a net change of +5 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2024 was Cetera Advisors, an estimated $3.2M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2024 was Rock Creek Group, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2024.