SPDR MSCI USA Gender Diversity ETFSHE
SHE
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
46% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 24
13% more capital invested
Capital invested by funds: $94.3M [Q2] → $107M (+$12.4M) [Q3]
3.22% more ownership
Funds ownership: 38.52% [Q2] → 41.74% (+3.22%) [Q3]
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
1% less funds holding
Funds holding: 102 [Q2] → 101 (-1) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for SHE.
Financial journalist opinion
Positive
Seeking Alpha
2 months ago
SHE: Starting Over With A Smarter Gender Diversity Strategy
SHE offers exposure to 241 U.S. large-cap companies committed to gender diversity. Its expense ratio is reasonable at 0.20% and the ETF has $260 million in assets under management. Due to an unusual screen unrelated to gender diversity, SHE has badly lagged behind SPY since its launch in March 2016. This left many investors with a bad impression. Fortunately, the ETF changed course in December 2022 and is now delivering returns more in line with SPY. Compared to other gender diversity ETFs like WOMN, it's a good choice.
Neutral
ETF Trends
4 months ago
Disruptive Theme of the Week: ETF Underdogs
It is always fun to root for the underdog. Who doesn't like a good Cinderella story?
Positive
Zacks Investment Research
10 months ago
Here's Why You Should Invest in Woman-Led Companies With ETFs
On International Women's Day, let us see how women have altered both the managerial and investing landscape in a big way over the past couple of decades.
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