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SPDR MSCI USA Gender Diversity ETF
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Overview Fund Activity

104 hedge funds and large institutions have $99.8M invested in SPDR MSCI USA Gender Diversity ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+3
Holders Change %
+2.97%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$520K
2
Citigroup
Citigroup
New York
$452K
3
IWC
Integrated Wealth Concepts
Massachusetts
$267K
4
LPL Financial
LPL Financial
California
$12.1M
5
Wells Fargo
Wells Fargo
California
$1.42M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$3.62M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$690K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.73M
5
Bank of America
Bank of America
North Carolina
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
1
Rock Creek Group
District of Columbia
$20.8M – – –
LPL Financial
2
LPL Financial
California
$12.1M +$151K +1,307 +1%
Morgan Stanley
3
Morgan Stanley
New York
$10.9M -$119K -1,024 -1%
Bank of America
4
Bank of America
North Carolina
$5.02M -$328K -2,831 -6%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.73M -$555K -4,789 -10%
Betterment LLC
6
Betterment LLC
New York
$4.22M -$14.4K -124 -0.3%
William Blair & Company
7
William Blair & Company
Illinois
$4.11M +$23.5K +203 +0.6%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.62M -$195K -1,687 -5%
UBS Group
9
UBS Group
Switzerland
$3.62M -$1.28M -11,017 -26%
AFG
10
Albion Financial Group
Utah
$3.62M +$45.2K +390 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.77M +$62.8K +542 +4%
Wells Fargo
12
Wells Fargo
California
$1.42M +$103K +891 +8%
Raymond James Financial
13
Raymond James Financial
Florida
$1.04M +$1.04M +9,014 New
WSFS
14
Wilmington Savings Fund Society
Delaware
$978K – – –
GI
15
Gradient Investments
Minnesota
$957K +$19.7K +170 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$836K -$96.7K -835 -10%
BIA
17
Bell Investment Advisors
California
$807K -$9.84K -85 -1%
KAS
18
Kestra Advisory Services
Texas
$804K -$65.4K -565 -8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$741K -$132K -1,143 -15%
SEI Investments
20
SEI Investments
Pennsylvania
$736K +$78.6K +679 +12%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$690K -$1.21M -10,430 -64%
Wealthfront Advisers
22
Wealthfront Advisers
California
$690K +$16.1K +139 +2%
LWP
23
Laurel Wealth Planning
Minnesota
$633K +$17.7K +153 +3%
Ameriprise
24
Ameriprise
Minnesota
$607K -$16.6K -144 -3%
CWM
25
Congress Wealth Management
Massachusetts
$538K -$130K -1,119 -19%
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