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SPDR MSCI USA Gender Diversity ETF

101 hedge funds and large institutions have $102M invested in SPDR MSCI USA Gender Diversity ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
35
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCG
1
Rock Creek Group
District of Columbia
$20.4M +$20.4M +179,839 New
LPL Financial
2
LPL Financial
California
$11.7M +$249K +2,192 +2%
Morgan Stanley
3
Morgan Stanley
New York
$10.8M -$341K -3,000 -3%
Bank of America
4
Bank of America
North Carolina
$5.25M -$570K -5,021 -10%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.19M -$49K -431 -0.9%
UBS Group
6
UBS Group
Switzerland
$4.81M -$63.3K -557 -1%
Betterment LLC
7
Betterment LLC
New York
$4.15M +$10.1K +89 +0.2%
William Blair & Company
8
William Blair & Company
Illinois
$4.01M +$114 +1 +0%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$3.75M -$158K -1,387 -4%
AFG
10
Albion Financial Group
Utah
$3.5M -$19.4K -171 -0.6%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.86M -$83.3K -733 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.68M -$653K -5,750 -28%
Wells Fargo
13
Wells Fargo
California
$1.29M +$673K +5,926 +110%
Goldman Sachs
14
Goldman Sachs
New York
$1.26M -$315K -2,771 -20%
WSFS
15
Wilmington Savings Fund Society
Delaware
$959K -$17.5K -154 -2%
GI
16
Gradient Investments
Minnesota
$920K -$13.4K -118 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$915K +$96.4K +849 +12%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$857K +$114 +1 +0%
KAS
19
Kestra Advisory Services
Texas
$853K -$19.2K -169 -2%
BIA
20
Bell Investment Advisors
California
$801K +$5.68K +50 +0.7%
Wealthfront Advisers
21
Wealthfront Advisers
California
$661K +$6.36K +56 +1%
CWM
22
Congress Wealth Management
Massachusetts
$655K -$6.93K -61 -1%
SEI Investments
23
SEI Investments
Pennsylvania
$645K +$12.5K +110 +2%
Ameriprise
24
Ameriprise
Minnesota
$611K +$25.4K +224 +4%
LWP
25
Laurel Wealth Planning
Minnesota
$604K -$341 -3 -0.1%