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SPDR MSCI USA Gender Diversity ETF
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Overview Fund Activity

83 hedge funds and large institutions have $92.3M invested in SPDR MSCI USA Gender Diversity ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
33
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$22.3M
2
LPL Financial
LPL Financial
California
$4.89M
3
Betterment LLC
Betterment LLC
New York
$2.66M
4
CFSG
Community Financial Services Group
Vermont
$513K
5
CCP
Cardan Capital Partners
Colorado
$332K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$1.22M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$534K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.1M
5
SFS
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
1
Rock Creek Group
District of Columbia
$22.6M – – –
Morgan Stanley
2
Morgan Stanley
New York
$22.3M +$1.6M +15,748 +8%
UBS Group
3
UBS Group
Switzerland
$4.95M +$173K +1,704 +4%
LPL Financial
4
LPL Financial
California
$4.89M +$694K +6,832 +17%
Bank of America
5
Bank of America
North Carolina
$4.76M +$68.1K +670 +1%
CAN
6
Cetera Advisor Networks
California
$2.87M +$37K +364 +1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.72M +$258K +2,537 +10%
Betterment LLC
8
Betterment LLC
New York
$2.66M +$539K +5,308 +25%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$2.4M +$32.7K +322 +1%
AFG
10
Albion Financial Group
Utah
$2.18M +$2.18M +21,443 New
LWP
11
Laurel Wealth Planning
Minnesota
$1.77M +$169K +1,665 +11%
Ameriprise
12
Ameriprise
Minnesota
$1.69M +$41.3K +406 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.22M -$846K -8,323 -41%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.19M +$68.8K +677 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.17M +$76.6K +753 +7%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.1M -$243K -2,388 -18%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$982K +$63K +620 +7%
HighTower Advisors
18
HighTower Advisors
Illinois
$897K -$4.87K -48 -0.5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$820K -$48.2K -474 -6%
ET
20
Equitable Trust
Tennessee
$808K +$258K +2,538 +47%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$534K -$387K -3,812 -42%
CFSG
22
Community Financial Services Group
Vermont
$513K +$513K +5,045 New
FHA
23
First Horizon Advisors
Tennessee
$444K -$136K -1,340 -23%
MSS
24
Mitchell Sinkler & Starr
Pennsylvania
$437K +$25.4K +250 +6%
BFA
25
Beaumont Financial Advisors
Massachusetts
$367K – – –
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