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State Street SPDR MSCI USA Gender Diversity ETF

102 hedge funds and large institutions have $78.6M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 22 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

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

3% more funds holding

Funds holding: 99102 (+3)

3% less capital invested

Capital invested by funds: $81.4M → $78.6M (-$2.76M)

2.49% less ownership

Funds ownership: 34.62%32.12% (-2.5%)

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
32
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
76
Principal Securities
Iowa
$28.1K
LC
77
Lindbrook Capital
California
$27.2K
Franklin Resources
78
Franklin Resources
California
$22.8K
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$22.1K +$21K +200 New
TCM
80
TD Capital Management
Tennessee
$20.5K
HI
81
Harbour Investments
Wisconsin
$17.6K +$3.36K +32 +25%
LIA
82
Lynx Investment Advisory
District of Columbia
$16.6K +$16.1K +153 New
Citigroup
83
Citigroup
New York
$15K +$105 +1 +0.7%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$13.7K +$5.35K +51 +68%
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.5K
GWM
86
Geneos Wealth Management
Colorado
$10.9K
MFS
87
Mattson Financial Services
Michigan
$10.2K +$9.87K +94 New
GT
88
Glenmede Trust
Pennsylvania
$10K +$9.66K +92 New
ACA
89
Aptus Capital Advisors
Alabama
$6.42K
GWANC
90
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.42K
AWM
91
AllSquare Wealth Management
New York
$5.11K
S
92
Sachetta
Massachusetts
$4.56K
ST
93
Smithfield Trust
Pennsylvania
$3K
CSC
94
Caldwell Sutter Capital
California
$1.96K
GRP
95
Global Retirement Partners
California
$1.85K
FFA
96
Farther Finance Advisors
California
$1.7K
ADL
97
Asset Dedication LLC
California
$1.31K
PO
98
Private Ocean
California
$1.14K +$1.05K +10 New
GFPC
99
Global Financial Private Client
Florida
$979
AF
100
Allworth Financial
California
$766

SHE Hedge Fund Activity: Q2 2024 in Review

102 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2024, worth a combined $78.6M — down 3.4% from $81.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SHE positions and 7 closed out — a net gain of 5 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.21M. The largest seller was WCG Wealth Advisors, exiting entirely with an estimated $2.02M sold.

  • 102 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2024, up from 99 in Q1 2024.
  • Funds reported $78.6M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2024, down 3.4% quarter-over-quarter.
  • 12 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2024 and 7 closed out, a net change of +5 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $1.21M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2024 was WCG Wealth Advisors, an estimated $2.02M sold.

Based on aggregated 13F filings for Q2 2024.