
SPDR MSCI USA Gender Diversity is an exchange-traded fund on ARCA. As of Q3 2025, 106 institutional investors hold shares in this ETF, with total holdings valued at $116.1M. Rock Creek Group, LP is the largest holder with a position valued at $22.9M.
Overview of institutional ownership in SHE as of Q3 2025
Institutions with the largest positions in SHE as of Q3 2025
| Institution | Position Value |
|---|---|
Rock Creek Group, LP Fund of Funds | $22.9M 2.41% of portfolio |
L LPL Financial LLC Institution | $15.2M 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $12.3M 0.00% of portfolio |
First Affirmative Financial Network RIA/Wealth | $11.9M 5.66% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $6.5M 0.00% of portfolio |
ALBION FINANCIAL GROUP /UT RIA/Wealth | $5.9M 0.36% of portfolio |
JPMORGAN CHASE & CO Institution | $4.8M 0.00% of portfolio |
Cetera Investment Advisers RIA/Wealth | $3.8M 0.00% of portfolio |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $3.2M 0.00% of portfolio |
UBS Group AG Institution | $2.8M 0.00% of portfolio |
Institutional buying and selling activity for SHE in Q3 2025
| Institution | Net Bought |
|---|---|
Rock Creek Group, LP Fund of Funds | +$22.9M +179.8K shares |
First Affirmative Financial Network RIA/Wealth | +$11.9M +93.2K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$1.7M +13.7K shares |
ALBION FINANCIAL GROUP /UT RIA/Wealth | +$1.4M +11.0K shares |
A Advisor Group Holdings, Inc. Institution | +$587.3K +4.6K shares |
L LPL Financial LLC Institution | +$498.5K +3.9K shares |
Fingerlakes Wealth Management, Inc. RIA/Wealth | +$494.7K +11.0 shares |
SEEDS INVESTOR LLC Long Only Manager | +$403.0K +3.2K shares |
Buckingham Strategic Partners RIA/Wealth | +$342.8K +2.6K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$210.3K +1.7K shares |
| Institution | Net Sold |
|---|---|
JPMORGAN CHASE & CO Institution | −$407.1K −3.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$340.4K −2.7K shares |
S Stephens Consulting, LLC RIA/Wealth | −$192.5K −1.5K shares |
AMERIPRISE FINANCIAL INC Institution | −$187.7K −1.5K shares |
BANK OF AMERICA CORP /DE/ Institution | −$183.3K −1.4K shares |
UBS Group AG Institution | −$174.2K −1.4K shares |
ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth | −$110.6K −886.0 shares |
Laurel Wealth Planning LLC RIA/Wealth | −$84.1K −660.0 shares |
Bristlecone Advisors, LLC RIA/Wealth | −$60.8K −487.0 shares |
B Berkshire Money Management, Inc. Institution | −$56.9K −456.0 shares |
Institutions that initiated new positions or completely exited SHE in Q3 2025
| Institution | Position Value |
|---|---|
First Affirmative Financial Network RIA/Wealth | $11.9M 93.2K shares |
Fingerlakes Wealth Management, Inc. RIA/Wealth | $494.7K 3.9K shares |
SEEDS INVESTOR LLC Long Only Manager | $403.0K 3.2K shares |
R Root Financial Partners, LLC RIA/Wealth | $84.9K 666.0 shares |
Hartland & Co., LLC RIA/Wealth | $55.7K 437.0 shares |
Sontag Advisory, LLC RIA/Wealth | $51.8K 406.0 shares |
GPS Wealth Strategies Group, LLC RIA/Wealth | $21.9K 172.0 shares |
O Optiver Holding B.V. Institution | $21.5K 169.0 shares |
N NATIONAL BANK OF CANADA /FI/ Institution | $12.7K 100.0 shares |
B Bank Julius Baer & Co. Ltd, Zurich Institution | $1.9K 15.0 shares |
| Institution | Previous Position |
|---|---|
S Stephens Consulting, LLC RIA/Wealth | $192.5K 1.5K shares |
ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth | $110.6K 886.0 shares |
Bristlecone Advisors, LLC RIA/Wealth | $60.8K 487.0 shares |
B Berkshire Money Management, Inc. Institution | $56.9K 456.0 shares |
Ameritas Advisory Services, LLC RIA/Wealth | $26.7K 214.0 shares |
Glenmede Investment Management, LP Long Only Manager | $11.5K 92.0 shares |
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $9.9K 80.0 shares |
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $7.4K 59.0 shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | - 2.2K shares |
Wood Tarver Financial Group, LLC RIA/Wealth | - 1.7K shares |
Institutions with the largest Call and Put options positions in SHE as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with SHE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
First Affirmative Financial Network RIA/Wealth | 5.66% $11.9M |
Rock Creek Group, LP Fund of Funds | 2.41% $22.9M |
ALBION FINANCIAL GROUP /UT RIA/Wealth | 0.36% $5.9M |
Fingerlakes Wealth Management, Inc. RIA/Wealth | 0.32% $494.7K |
Laurel Wealth Planning LLC RIA/Wealth | 0.32% $600.5K |
Mendel Capital Management LLC RIA/Wealth | 0.27% $514.7K |
C CWC Advisors, LLC. RIA/Wealth | 0.20% $415.2K |
C Clifford Group, LLC Institution | 0.20% $253.0K |
Sincerus Advisory, LLC RIA/Wealth | 0.17% $200.2K |
KilterHowling LLC RIA/Wealth | 0.15% $276.9K |
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