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SPDR MSCI USA Gender Diversity ETF
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Overview Fund Activity

95 hedge funds and large institutions have $95.5M invested in SPDR MSCI USA Gender Diversity ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
26
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$19M
2
Citadel Advisors
Citadel Advisors
Florida
$2.19M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.15M
4
William Blair & Company
William Blair & Company
Illinois
$2.39M
5
Mariner
Mariner
Kansas
$510K

Top Sellers

1
CWM
Congress Wealth Management
Massachusetts
$0
2
AF
Allworth Financial
California
$760
3
CF
Centaurus Financial
California
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$365K
5
BFA
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19M +$9.82M +103,388 +106%
RCG
2
Rock Creek Group
District of Columbia
$17.1M – – –
LPL Financial
3
LPL Financial
California
$9.37M +$9.5K +100 +0.1%
Bank of America
4
Bank of America
North Carolina
$5.09M +$165K +1,737 +3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.94M -$188K -1,977 -4%
UBS Group
6
UBS Group
Switzerland
$4.14M +$106K +1,121 +3%
Betterment LLC
7
Betterment LLC
New York
$3.38M -$1.52K -16 -0%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.15M -$114K -1,195 -3%
AFG
9
Albion Financial Group
Utah
$2.87M +$7.6K +80 +0.3%
William Blair & Company
10
William Blair & Company
Illinois
$2.39M +$556K +5,849 +30%
Citadel Advisors
11
Citadel Advisors
Florida
$2.19M +$1.89M +19,878 +631%
WWA
12
WCG Wealth Advisors
Nevada
$1.95M -$94.8K -998 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.21M +$433K +4,564 +56%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.15M +$894K +9,413 +344%
GI
15
Gradient Investments
Minnesota
$744K -$18.8K -198 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$742K -$143K -1,501 -16%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$707K +$8.27K +87 +1%
KAS
18
Kestra Advisory Services
Texas
$703K +$185K +1,948 +36%
BIA
19
Bell Investment Advisors
California
$696K +$5.99K +63 +0.9%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$680K -$96K -1,010 -12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$625K -$28.1K -296 -4%
SEI Investments
22
SEI Investments
Pennsylvania
$612K -$15.3K -161 -2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$594K -$89.6K -943 -13%
Wealthfront Advisers
24
Wealthfront Advisers
California
$523K +$11.3K +119 +2%
Wells Fargo
25
Wells Fargo
California
$521K +$1.14K +12 +0.2%
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