SHE icon

SPDR MSCI USA Gender Diversity ETF
SHE

Overview Fund Activity

59 hedge funds and large institutions have $187M invested in SPDR MSCI USA Gender Diversity ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+10
Holders Change %
+20.41%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
15
Reduced
16
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
Barber Financial Group
Kansas
+$16.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.4M
3
Morgan Stanley
Morgan Stanley
New York
+$419K
4
Goldman Sachs
Goldman Sachs
New York
+$339K
5
GI
Gradient Investments
Minnesota
+$311K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$35.5M
2
SFSG
Stearns Financial Services Group
North Carolina
-$374K
3
UBS Group
UBS Group
Switzerland
-$351K
4
Citadel Advisors
Citadel Advisors
Florida
-$305K
5
RCS
Retirement Capital Strategies
California
-$131K
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
1
California State Teachers Retirement System (CalSTRS)
California
$123M – – –
BFG
2
Barber Financial Group
Kansas
$16.8M +$16.8M +228,948 New
BCI
3
Brinker Capital Investments
Pennsylvania
$10.8M – – –
Bank of America
4
Bank of America
North Carolina
$8.88M -$35.5M -483,294 -80%
Morgan Stanley
5
Morgan Stanley
New York
$5.88M +$419K +5,701 +8%
CAN
6
Cetera Advisor Networks
California
$2.28M +$77.9K +1,060 +4%
FTI
7
Fiduciary Trust International
Massachusetts
$2.03M – – –
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$1.93M – – –
UBS Group
9
UBS Group
Switzerland
$1.59M -$351K -4,782 -18%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.4M +$1.4M +19,032 New
LPL Financial
11
LPL Financial
California
$996K +$120K +1,636 +14%
RCS
12
Retirement Capital Strategies
California
$945K -$131K -1,788 -12%
GI
13
Gradient Investments
Minnesota
$945K +$311K +4,232 +49%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$933K +$112K +1,529 +14%
Citadel Advisors
15
Citadel Advisors
Florida
$752K -$305K -4,153 -29%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$747K -$8.67K -118 -1%
FAAS
17
First Allied Advisory Services
California
$666K -$37.3K -507 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$580K +$193K +2,621 +50%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$470K +$46.3K +629 +11%
PWP
20
Personal Wealth Partners
Minnesota
$426K – – –
RJFSA
21
Raymond James Financial Services Advisors
Florida
$351K -$18.5K -252 -5%
Goldman Sachs
22
Goldman Sachs
New York
$339K +$339K +4,620 New
MWM
23
Merriman Wealth Management
Washington
$333K – – –
VA
24
Valmark Advisers
Ohio
$333K +$12.8K +175 +4%
MSS
25
Mitchell Sinkler & Starr
Pennsylvania
$323K +$5.14K +70 +2%
1
2 3