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SPDR MSCI USA Gender Diversity ETF

89 hedge funds and large institutions have $62.7M invested in SPDR MSCI USA Gender Diversity ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.8M -$621K -7,486 -6%
LPL Financial
2
LPL Financial
California
$8.16M -$234K -2,827 -3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.57M -$476K -5,744 -9%
Bank of America
4
Bank of America
North Carolina
$4.42M -$17.6K -212 -0.4%
UBS Group
5
UBS Group
Switzerland
$3.35M -$313K -3,776 -9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.04M +$118K +1,423 +4%
Betterment LLC
7
Betterment LLC
New York
$2.96M +$19.6K +236 +0.7%
AFG
8
Albion Financial Group
Utah
$2.36M +$62.6K +755 +3%
Citadel Advisors
9
Citadel Advisors
Florida
$1.79M +$418K +5,045 +30%
WWA
10
WCG Wealth Advisors
Nevada
$1.68M -$33.2K -401 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.32M -$549K -6,624 -29%
Osaic Holdings
12
Osaic Holdings
Arizona
$907K -$28.2K -340 -3%
MCC
13
Money Concepts Capital
Florida
$805K +$734K +20,168 +1,035%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$786K -$81.7K -986 -9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$786K -$105K -1,266 -12%
IAIM
16
International Assets Investment Management
Florida
$775K +$775K +8,790 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$730K -$336K -4,050 -31%
HGWM
18
Harvest Group Wealth Management
Massachusetts
$725K +$73K +880 +11%
GI
19
Gradient Investments
Minnesota
$724K -$82.7K -998 -10%
SEI Investments
20
SEI Investments
Pennsylvania
$612K +$107K +1,287 +21%
WSFS
21
Wilmington Savings Fund Society
Delaware
$608K +$28.5K +344 +5%
LWP
22
Laurel Wealth Planning
Minnesota
$584K -$2.99K -36 -0.5%
Goldman Sachs
23
Goldman Sachs
New York
$574K +$574K +6,930 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$551K -$3.73K -45 -0.7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$542K +$2.74K +33 +0.5%