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State Street SPDR MSCI USA Gender Diversity ETF

101 hedge funds and large institutions have $102M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

29% more capital invested

Capital invested by funds: $78.6M → $102M (+$22.9M)

7.94% more ownership

Funds ownership: 32.12%40.06% (+7.9%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 102101 (-1)

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
35
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$35K
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$32K
PS
78
Principal Securities
Iowa
$29.3K
LC
79
Lindbrook Capital
California
$28.4K
Franklin Resources
80
Franklin Resources
California
$24.5K
TCM
81
TD Capital Management
Tennessee
$21.4K +$110 +1 +0.5%
HI
82
Harbour Investments
Wisconsin
$18.4K
Citigroup
83
Citigroup
New York
$15.7K
PW
84
Paladin Wealth
Minnesota
$15.7K +$15.2K +138 New
Fidelity Investments
85
Fidelity Investments
Massachusetts
$15.2K +$881 +8 +6%
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1K
GWM
87
Geneos Wealth Management
Colorado
$11.4K
GT
88
Glenmede Trust
Pennsylvania
$10.4K
MFS
89
Mattson Financial Services
Michigan
$10.2K
GWANC
90
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.7K
AWM
91
AllSquare Wealth Management
New York
$5.34K
GRP
92
Global Retirement Partners
California
$3.29K +$1.32K +12 +71%
ST
93
Smithfield Trust
Pennsylvania
$3K
CSC
94
Caldwell Sutter Capital
California
$2.04K
FFA
95
Farther Finance Advisors
California
$1.78K
ADL
96
Asset Dedication LLC
California
$1.36K
GFPC
97
Global Financial Private Client
Florida
$1.02K
Russell Investments Group
98
Russell Investments Group
United Kingdom
$1.02K +$991 +9 New
AF
99
Allworth Financial
California
$796
TC
100
Trust Company
Kansas
$690

SHE Hedge Fund Activity: Q3 2024 in Review

101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q3 2024, worth a combined $102M — up 29% from $78.6M a quarter earlier.

Fund positioning in SHE was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 35 added to existing stakes and 24 trimmed.

The largest buyer was Rock Creek Group, opening a new position worth an estimated $19.8M. The largest seller was Royal Bank of Canada, cutting an estimated $633K.

  • 101 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q3 2024, down from 102 in Q2 2024.
  • Funds reported $102M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q3 2024, up 29% quarter-over-quarter.
  • 6 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q3 2024 and 6 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q3 2024 was Rock Creek Group, an estimated $19.8M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $633K sold.

Based on aggregated 13F filings for Q3 2024.