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State Street SPDR MSCI USA Gender Diversity ETF

108 hedge funds and large institutions have $82.5M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 24

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

1% more funds holding

Funds holding: 107108 (+1)

5.91% less ownership

Funds ownership: 40.3%34.39% (-5.9%)

18% less capital invested

Capital invested by funds: $100M → $82.5M (-$17.9M)

Holders
108
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
41
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EPAM
76
Evelyn Partners Asset Management
$60.6K
ACA
77
Aptus Capital Advisors
Alabama
$59.5K +$1.54K +13 +3%
PGAM
78
Princeton Global Asset Management
New Jersey
$59.5K +$118 +1 +0.2%
BA
79
Bristlecone Advisors
Washington
$55.6K
MCM
80
MAI Capital Management
Ohio
$52.5K -$10.8K -91 -17%
SPIA
81
Steward Partners Investment Advisory
New York
$52.5K
MIM
82
Marshall Investment Management
Colorado
$52.3K +$354 +3 +0.7%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$49K
CLOS
84
Compagnie Lombard Odier SCmA
Switzerland
$35.4K
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$32.2K
LC
86
Lindbrook Capital
California
$28.5K
Franklin Resources
87
Franklin Resources
California
$24K
GWM
88
Geneos Wealth Management
Colorado
$22.8K +$11.8K +100 +100%
TCM
89
TD Capital Management
Tennessee
$21.7K +$118 +1 +0.5%
GSWM
90
Golden State Wealth Management
California
$20K +$2.48K +21 +14%
HI
91
Harbour Investments
Wisconsin
$18.5K
RF
92
Rossby Financial
Florida
$17.5K +$18.4K +156 New
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1K
SS
94
SBI Securities
Japan
$12.3K
MWA
95
Medallion Wealth Advisors
Connecticut
$9.13K
MFS
96
Mattson Financial Services
Michigan
$8.79K +$591 +5 +7%
PS
97
Principal Securities
Iowa
$7.99K
GWANC
98
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.73K
AWM
99
AllSquare Wealth Management
New York
$5.36K
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$4.45K +$4.61K +39 New

SHE Hedge Fund Activity: Q1 2025 in Review

108 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2025, worth a combined $82.5M — down 18% from $100M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SHE positions and 5 closed out — a net gain of 3 holders — while 41 added to existing stakes and 24 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $910K. The largest seller was Rock Creek Group, exiting entirely with an estimated $20.8M sold.

  • 108 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2025, up from 107 in Q4 2024.
  • Funds reported $82.5M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 8 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2025 and 5 closed out, a net change of +3 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $910K added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2025 was Rock Creek Group, an estimated $20.8M sold.

Based on aggregated 13F filings for Q1 2025.