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SPDR MSCI USA Gender Diversity ETF
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Overview Fund Activity

52 hedge funds and large institutions have $260M invested in SPDR MSCI USA Gender Diversity ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.14M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.34M
3
Morgan Stanley
Morgan Stanley
New York
+$810K
4
GI
Gradient Investments
Minnesota
+$297K
5
RCS
Retirement Capital Strategies
California
+$203K

Top Sellers

1
FTI
Fiduciary Trust International
Massachusetts
-$997K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$749K
3
BFA
Beaumont Financial Advisors
Massachusetts
-$214K
4
MSS
Mitchell Sinkler & Starr
Pennsylvania
-$207K
5
CAN
Cetera Advisor Networks
California
-$204K
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
1
California State Teachers Retirement System (CalSTRS)
California
$218M – – –
Bank of America
2
Bank of America
North Carolina
$15.5M +$7.14M +112,027 +85%
BCI
3
Brinker Capital Investments
Pennsylvania
$9.24M – – –
Morgan Stanley
4
Morgan Stanley
New York
$3.69M +$810K +12,714 +28%
EI
5
Ellevest Inc
New York
$1.76M +$1.76M +27,815 New
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.68M -$1.4K -22 -0.1%
Citadel Advisors
7
Citadel Advisors
Florida
$1.34M +$1.34M +21,022 New
UBS Group
8
UBS Group
Switzerland
$1.14M +$6.12K +96 +0.5%
LPL Financial
9
LPL Financial
California
$898K +$156K +2,444 +21%
RCS
10
Retirement Capital Strategies
California
$895K +$203K +3,184 +29%
FAAS
11
First Allied Advisory Services
California
$601K -$39.7K -625 -6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$577K +$43.7K +686 +8%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$529K -$749K -11,749 -59%
SFSG
14
Stearns Financial Services Group
North Carolina
$494K +$12.5K +196 +3%
PWP
15
Personal Wealth Partners
Minnesota
$369K +$369K +5,792 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$306K +$13.6K +213 +5%
GI
17
Gradient Investments
Minnesota
$297K +$297K +4,654 New
MWM
18
Merriman Wealth Management
Washington
$292K – – –
RJFSA
19
Raymond James Financial Services Advisors
Florida
$278K +$4.78K +75 +2%
VA
20
Valmark Advisers
Ohio
$270K – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$260K +$116K +1,826 +81%
HighTower Advisors
22
HighTower Advisors
Illinois
$235K +$12.5K +200 +6%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$231K +$65.7K +1,028 +40%
RG
24
Rikoon Group
New Mexico
$218K +$25.5K +400 +13%
AIC
25
Ameritas Investment Company
Nebraska
$132K +$132K +2,072 New
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