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SPDR MSCI USA Gender Diversity ETF

92 hedge funds and large institutions have $82.5M invested in SPDR MSCI USA Gender Diversity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
22
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCG
1
Rock Creek Group
District of Columbia
$20.7M +$20.7M +179,839 New
LPL Financial
2
LPL Financial
California
$8.38M -$94.8K -1,115 -1%
Morgan Stanley
3
Morgan Stanley
New York
$8.25M -$1.68M -19,708 -17%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.59M +$1.19K +14 +0%
Bank of America
5
Bank of America
North Carolina
$4.4M -$84.6K -995 -2%
UBS Group
6
UBS Group
Switzerland
$3.61M -$160K -1,878 -4%
Betterment LLC
7
Betterment LLC
New York
$3.03M +$3.91K +46 +0.1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.92M -$18.3K -215 -0.6%
AFG
9
Albion Financial Group
Utah
$2.56M +$279K +3,284 +12%
WWA
10
WCG Wealth Advisors
Nevada
$1.92M -$71.2K -800 -4%
William Blair & Company
11
William Blair & Company
Illinois
$1.64M +$487K +5,735 +42%
CFSG
12
Community Financial Services Group
Vermont
$1.44M +$1.44M +16,987 New
Osaic Holdings
13
Osaic Holdings
Arizona
$792K -$170K -1,995 -18%
WSFS
14
Wilmington Savings Fund Society
Delaware
$780K +$117K +1,377 +18%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$694K -$108K -1,266 -13%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$694K +$680 +8 +0.1%
GI
17
Gradient Investments
Minnesota
$682K -$8.5K -100 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$625K -$48.7K -573 -7%
BIA
19
Bell Investment Advisors
California
$618K -$13.3K -157 -2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$611K -$10.5K -124 -2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$610K +$43.7K +514 +8%
LWP
22
Laurel Wealth Planning
Minnesota
$588K -$40.2K -473 -6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$585K -$6.55K -77 -1%
SEI Investments
24
SEI Investments
Pennsylvania
$561K +$10.5K +124 +2%
CWM
25
Congress Wealth Management
Massachusetts
$545K +$93.1K +1,095 +21%