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State Street SPDR MSCI USA Gender Diversity ETF

126 hedge funds and large institutions have $119M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

9% more funds holding

Funds holding: 116126 (+10)

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

4.46% less ownership

Funds ownership: 46.22%41.76% (-4.5%)

7% less capital invested

Capital invested by funds: $128M → $119M (-$9.53M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
37
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1
Rock Creek Group
District of Columbia
$18.5M -$5.18M -39,879 -22%
LPL Financial
2
LPL Financial
California
$16M +$310K +2,383 +2%
Morgan Stanley
3
Morgan Stanley
New York
$12.7M -$137K -1,056 -1%
Bank of America
4
Bank of America
North Carolina
$6.23M -$547K -4,207 -8%
AFG
5
Albion Financial Group
Utah
$5.95M -$170K -1,312 -3%
Betterment LLC
6
Betterment LLC
New York
$5.01M +$36.1K +278 +0.7%
JP Morgan Chase
7
JP Morgan Chase
New York
$4.96M -$29.1K -224 -0.6%
GWM
8
Geneos Wealth Management
Colorado
$4.37M +$4.28M +32,955 +26,155%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$3.83M -$106K -813 -3%
NPT
10
National Philanthropic Trust
Pennsylvania
$3.21M +$571K +4,393 +22%
UBS Group
11
UBS Group
Switzerland
$2.83M -$53.1K -409 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.58M +$6.11K +47 +0.4%
Wells Fargo
13
Wells Fargo
California
$1.57M +$20.3K +156 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.54M -$63.8K -491 -4%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.43M -$45.3K -349 -3%
Raymond James Financial
16
Raymond James Financial
Florida
$1.35M +$24.2K +186 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.31M +$49.9K +384 +4%
GI
18
Gradient Investments
Minnesota
$886K +$54.4K +419 +7%
BIA
19
Bell Investment Advisors
California
$853K +$2.34K +18 +0.3%
SEI Investments
20
SEI Investments
Pennsylvania
$819K -$18.4K -142 -2%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$819K +$142K +1,095 +21%
Wealthfront Advisers
22
Wealthfront Advisers
California
$814K -$8.84K -68 -1%
WSFS
23
Wilmington Savings Fund Society
Delaware
$800K -$3.9K -30 -0.5%
KAS
24
Kestra Advisory Services
Texas
$772K -$11.2K -86 -1%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$745K -$2.08K -16 -0.3%

SHE Hedge Fund Activity: Q4 2025 in Review

126 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q4 2025, worth a combined $119M — down 7.4% from $128M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SHE positions and 7 closed out — a net gain of 13 holders — while 37 added to existing stakes and 37 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $4.28M. The largest seller was Rock Creek Group, cutting an estimated $5.18M.

  • 126 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q4 2025, up from 116 in Q3 2025.
  • Funds reported $119M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q4 2025, down 7.4% quarter-over-quarter.
  • 20 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q4 2025 and 7 closed out, a net change of +13 holders.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q4 2025 was Geneos Wealth Management, an estimated $4.28M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q4 2025 was Rock Creek Group, an estimated $5.18M sold.

Based on aggregated 13F filings for Q4 2025.