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State Street SPDR MSCI USA Gender Diversity ETF
SHE

107 hedge funds and large institutions have $100M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

6% more funds holding

Funds holding: 101 → 107 (+6)

0.23% more ownership

Funds ownership: 40.06% → 40.3% (+0.23%)

1% less capital invested

Capital invested by funds: $102M → $100M (-$1.16M)

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

Holders
107
Holders Change
+6
Holders Change %
+5.94%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
28
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$528K
2
NPT
National Philanthropic Trust
Pennsylvania
+$495K
3
Citigroup
Citigroup
New York
+$442K
4
IWC
Integrated Wealth Concepts
Massachusetts
+$271K
5
LPL Financial
LPL Financial
California
+$154K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.29M
2
Goldman Sachs
Goldman Sachs
New York
-$1.26M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.23M
4
JP Morgan Chase
JP Morgan Chase
New York
-$563K
5
Bank of America
Bank of America
North Carolina
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1
Rock Creek Group
District of Columbia
$20.8M – – –
LPL Financial
2
LPL Financial
California
$12.1M +$154K +1,307 +1%
Morgan Stanley
3
Morgan Stanley
New York
$10.9M -$120K -1,024 -1%
Bank of America
4
Bank of America
North Carolina
$5.02M -$333K -2,831 -6%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.73M -$563K -4,789 -10%
Betterment LLC
6
Betterment LLC
New York
$4.22M -$14.6K -124 -0.3%
William Blair & Company
7
William Blair & Company
Illinois
$4.11M +$23.9K +203 +0.6%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.62M -$198K -1,687 -5%
UBS Group
9
UBS Group
Switzerland
$3.62M -$1.29M -11,017 -26%
AFG
10
Albion Financial Group
Utah
$3.62M +$45.8K +390 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.77M +$63.7K +542 +4%
Wells Fargo
12
Wells Fargo
California
$1.42M +$105K +891 +8%
Raymond James Financial
13
Raymond James Financial
Florida
$1.04M +$1.06M +9,014 New
WSFS
14
Wilmington Savings Fund Society
Delaware
$978K – – –
GI
15
Gradient Investments
Minnesota
$957K +$20K +170 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$836K -$98.1K -835 -10%
BIA
17
Bell Investment Advisors
California
$807K -$9.99K -85 -1%
KAS
18
Kestra Advisory Services
Texas
$804K -$66.4K -565 -8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$741K -$134K -1,143 -15%
SEI Investments
20
SEI Investments
Pennsylvania
$736K +$79.8K +679 +12%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$690K -$1.23M -10,430 -64%
Wealthfront Advisers
22
Wealthfront Advisers
California
$690K +$16.3K +139 +2%
LWP
23
Laurel Wealth Planning
Minnesota
$633K +$18K +153 +3%
Ameriprise
24
Ameriprise
Minnesota
$607K -$16.9K -144 -3%
CWM
25
Congress Wealth Management
Massachusetts
$538K -$131K -1,119 -19%
1
2 3 4 5

SHE Hedge Fund Activity: Q4 2024 in Review

107 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q4 2024, worth a combined $100M — down 1.1% from $102M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SHE positions and 8 closed out — a net gain of 8 holders — while 28 added to existing stakes and 32 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $528K. The largest seller was UBS Group, cutting an estimated $1.29M.

  • 107 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q4 2024, up from 101 in Q3 2024.
  • Funds reported $100M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q4 2024, down 1.1% quarter-over-quarter.
  • 16 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q4 2024 and 8 closed out, a net change of +8 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q4 2024 was Citadel Advisors, an estimated $528K added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q4 2024 was UBS Group, an estimated $1.29M sold.

Based on aggregated 13F filings for Q4 2024.