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State Street SPDR MSCI USA Gender Diversity ETF

85 hedge funds and large institutions have $63.7M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

2% more capital invested

Capital invested by funds: $62.7M → $63.7M (+$1.03M)

1.5% less ownership

Funds ownership: 31.92%30.42% (-1.5%)

4% less funds holding

Funds holding: 8985 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.3M -$116K -1,372 -1%
LPL Financial
2
LPL Financial
California
$8.78M +$106K +1,257 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$4.75M -$91.2K -1,083 -2%
Bank of America
4
Bank of America
North Carolina
$4.65M -$47.2K -560 -1%
UBS Group
5
UBS Group
Switzerland
$3.91M +$335K +3,979 +10%
Betterment LLC
6
Betterment LLC
New York
$3.13M -$15.7K -186 -0.5%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.04M -$173K -2,050 -6%
AFG
8
Albion Financial Group
Utah
$2.36M -$141K -1,671 -6%
WWA
9
WCG Wealth Advisors
Nevada
$1.96M +$175K +2,074 +10%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.73M +$320K +3,796 +24%
William Blair & Company
11
William Blair & Company
Illinois
$1.19M +$642K +7,621 +128%
Osaic Holdings
12
Osaic Holdings
Arizona
$994K +$31.3K +371 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$830K +$52.6K +624 +7%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$718K -$112K -1,329 -14%
GI
15
Gradient Investments
Minnesota
$716K -$51.5K -611 -7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$698K +$117K +1,384 +21%
WSFS
17
Wilmington Savings Fund Society
Delaware
$687K +$39.8K +472 +6%
BIA
18
Bell Investment Advisors
California
$654K +$78.5K +932 +14%
LWP
19
Laurel Wealth Planning
Minnesota
$651K +$29.7K +353 +5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$644K -$182K -2,161 -23%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$612K -$27.7K -329 -5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$587K +$1.94K +23 +0.3%
SEI Investments
23
SEI Investments
Pennsylvania
$571K -$75.7K -898 -12%
Goldman Sachs
24
Goldman Sachs
New York
$554K -$54K -641 -9%
KAS
25
Kestra Advisory Services
Texas
$521K +$1.09K +13 +0.2%

SHE Hedge Fund Activity: Q2 2023 in Review

85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q2 2023, worth a combined $63.7M — up 1.6% from $62.7M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SHE and 10 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 27 added.

The largest buyer was William Blair & Company, adding an estimated $642K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.79M sold.

  • 85 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q2 2023, down from 89 in Q1 2023.
  • Funds reported $63.7M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q2 2023 and 13 closed out, a net change of -3 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q2 2023 was William Blair & Company, an estimated $642K added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q2 2023 was Citadel Advisors, an estimated $1.79M sold.

Based on aggregated 13F filings for Q2 2023.