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State Street SPDR MSCI USA Gender Diversity ETF

99 hedge funds and large institutions have $81.4M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

4% more funds holding

Funds holding: 9599 (+4)

9.06% less ownership

Funds ownership: 43.68%34.62% (-9.1%)

15% less capital invested

Capital invested by funds: $95.5M → $81.4M (-$14.1M)

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
28
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.9M +$396K +3,940 +4%
Morgan Stanley
2
Morgan Stanley
New York
$10.6M -$10.1M -100,820 -50%
Bank of America
3
Bank of America
North Carolina
$5.78M +$104K +1,036 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$5.5M -$11.1K -110 -0.2%
UBS Group
5
UBS Group
Switzerland
$4.61M -$6.33K -63 -0.1%
Betterment LLC
6
Betterment LLC
New York
$3.74M -$28.4K -282 -0.8%
William Blair & Company
7
William Blair & Company
Illinois
$3.74M +$1.02M +10,127 +40%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.7M +$176K +1,752 +5%
CA
9
Cetera Advisors
Colorado
$3.37M +$3.2M +31,854 New
AFG
10
Albion Financial Group
Utah
$3.25M +$54.3K +540 +2%
WWA
11
WCG Wealth Advisors
Nevada
$2.02M -$141K -1,399 -7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.16M -$175K -1,737 -14%
WSFS
13
Wilmington Savings Fund Society
Delaware
$964K +$915K +9,104 New
SAG
14
SageView Advisory Group
California
$944K +$1.89M +18,841 New
GI
15
Gradient Investments
Minnesota
$861K +$30.2K +300 +4%
KAS
16
Kestra Advisory Services
Texas
$788K +$4.52K +45 +0.6%
Osaic Holdings
17
Osaic Holdings
Arizona
$754K -$69.4K -690 -9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$733K +$34.7K +345 +5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$731K -$53.6K -533 -7%
BIA
20
Bell Investment Advisors
California
$727K -$46.9K -466 -6%
Goldman Sachs
21
Goldman Sachs
New York
$623K +$369K +3,673 +166%
SEI Investments
22
SEI Investments
Pennsylvania
$608K -$70.7K -703 -11%
Wealthfront Advisers
23
Wealthfront Advisers
California
$598K +$14.2K +141 +3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$596K -$655K -6,518 -54%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$592K -$157K -1,565 -22%

SHE Hedge Fund Activity: Q1 2024 in Review

99 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2024, worth a combined $81.4M — down 15% from $95.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SHE positions and 7 closed out — a net gain of 5 holders — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $3.2M. The largest seller was Rock Creek Group, exiting entirely with an estimated $17.1M sold.

  • 99 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2024, up from 95 in Q4 2023.
  • Funds reported $81.4M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 12 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2024 and 7 closed out, a net change of +5 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2024 was Cetera Advisors, an estimated $3.2M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2024 was Rock Creek Group, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2024.