SPDR MSCI USA GENDER DIVERSI (SHE) Institutional Ownership Changes & 13F Activity

SPDR MSCI USA GENDER DIVERSI (SHE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Susquehanna International Group, Llp, Bank Of America Corp, Citadel Advisors Llc, Ameriprise Financial Inc, and Menora Mivtachim Holdings Ltd..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-11-0.5%2,411$372.28KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+342+8.4%4,396$678.84KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+5,882—5,882$908.42KQ2 2026Sep 02, 2026
Mercer Global Advisors IncSell-8-0.2%4,382$676.76KQ2 2026Aug 19, 2026
Centaurus Financial, Inc.Buy+1,585—1,585$245.00KQ2 2026Aug 17, 2026
Susquehanna International Group, LlpSell-7,078-34.4%13,470$2.08MQ2 2026Aug 14, 2026
Bank Of America CorpSell-6,846-15.1%38,572$5.96MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+4,765—4,765$737.02KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+2,604+26.8%12,303$1.88MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,929+19.7%11,743$1.81MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+966+7.8%13,288$2.05MQ2 2026Aug 14, 2026
Sei Investments CoSell-628-10.1%5,581$861.92KQ2 2026Aug 14, 2026
Abound Financial, LlcSell-617-34.7%1,163$179.58KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-397-15.3%2,201$340.00KQ2 2026Aug 14, 2026
National Philanthropic TrustSell-259-1.0%25,243$3.90MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+214—214$33.05KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-207-1.7%12,129$1.87MQ2 2026Aug 14, 2026
Betterment LlcBuy+66+0.2%39,239$6.06MQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+46—46$7.10KQ2 2026Aug 14, 2026
Clifford Group, LlcSell-35-1.6%2,205$340.54KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+33—33$5.14KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+15+0.1%11,147$1.72MQ2 2026Aug 14, 2026
Marshall Investment Management, LlcBuy+1+0.2%475$73.35KQ2 2026Aug 14, 2026
Menora Mivtachim Holdings Ltd.Buy+2,865—2,865$442.47KQ2 2026Aug 13, 2026
Morgan StanleyBuy+428+0.5%93,648$14.46MQ2 2026Aug 13, 2026
Ubs Group AgSell-380-2.0%18,679$2.88MQ2 2026Aug 13, 2026
Fmr LlcSell-232-9.4%2,237$345.53KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+149—149$23.01KQ2 2026Aug 13, 2026
Ameritas Investment Partners, Inc.Buy+103+2.9%3,698$571.13KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+23+0.6%3,952$610.34KQ2 2026Aug 13, 2026
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Frequently asked questions about SHE activity

  • Which institutional owners are buying SHE?

    Institutional owners buying SHE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SHE activity?

    "Buy" means an investor increased their reported position in SHE compared to the prior reporting period. This reflects growing exposure to SPDR MSCI USA GENDER DIVERSI (SHE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SHE increasing?

    Institutional interest in SHE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.