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State Street SPDR MSCI USA Gender Diversity ETF

108 hedge funds and large institutions have $82.5M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 24

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

1% more funds holding

Funds holding: 107108 (+1)

5.91% less ownership

Funds ownership: 40.3%34.39% (-5.9%)

18% less capital invested

Capital invested by funds: $100M → $82.5M (-$17.9M)

Holders
108
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
41
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.4M +$479K +4,058 +4%
Morgan Stanley
2
Morgan Stanley
New York
$11.1M +$407K +3,444 +4%
Bank of America
3
Bank of America
North Carolina
$5.3M +$364K +3,082 +7%
JP Morgan Chase
4
JP Morgan Chase
New York
$4.68M +$14.3K +121 +0.3%
Betterment LLC
5
Betterment LLC
New York
$4.2M +$38K +322 +0.9%
William Blair & Company
6
William Blair & Company
Illinois
$4.05M +$118 +1 +0%
AFG
7
Albion Financial Group
Utah
$4.03M +$479K +4,053 +13%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.35M -$226K -1,915 -6%
UBS Group
9
UBS Group
Switzerland
$2.96M -$632K -5,345 -17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.66M -$92.3K -781 -5%
Wells Fargo
11
Wells Fargo
California
$1.55M +$158K +1,339 +11%
Citadel Advisors
12
Citadel Advisors
Florida
$1.1M +$606K +5,126 +114%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.03M +$218K +1,845 +26%
Raymond James Financial
14
Raymond James Financial
Florida
$1.01M -$22.4K -190 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$919K +$502K +4,249 +112%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$915K +$910K +7,706 +2,510%
GI
17
Gradient Investments
Minnesota
$894K -$51.2K -433 -5%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$832K +$157K +1,330 +22%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$787K +$58.6K +496 +8%
SEI Investments
20
SEI Investments
Pennsylvania
$772K +$48.6K +411 +6%
BIA
21
Bell Investment Advisors
California
$757K -$39.1K -331 -5%
WSFS
22
Wilmington Savings Fund Society
Delaware
$695K -$278K -2,353 -28%
KAS
23
Kestra Advisory Services
Texas
$694K -$101K -857 -12%
Wealthfront Advisers
24
Wealthfront Advisers
California
$677K -$3.31K -28 -0.5%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$605K +$109K +919 +21%

SHE Hedge Fund Activity: Q1 2025 in Review

108 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2025, worth a combined $82.5M — down 18% from $100M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SHE positions and 5 closed out — a net gain of 3 holders — while 41 added to existing stakes and 24 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $910K. The largest seller was Rock Creek Group, exiting entirely with an estimated $20.8M sold.

  • 108 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2025, up from 107 in Q4 2024.
  • Funds reported $82.5M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 8 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2025 and 5 closed out, a net change of +3 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $910K added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2025 was Rock Creek Group, an estimated $20.8M sold.

Based on aggregated 13F filings for Q1 2025.