SPDR® MSCI USA Gender Diversity ETF

Shareclass
SPDR® MSCI USA Gender Diversity ETF (SHE)
Type
Exchange-traded fund
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund SPDR® MSCI USA Gender Diversity ETF

FUND COVERAGE
# of holdings228
% of assets100%
Score
57 / 100
Rank

91.2 percentile

Group: U.S. Large Cap Equity

Rank: #130 out of 1,462

Grade
A

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

28 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Procter & Gamble Co
         % of fund invested: 1.14%
         $USD invested: $3.16M
  • 2. Biogen Inc
         % of fund invested: 0.07%
         $USD invested: $199,474
  • 3. Dow Inc
         % of fund invested: 0.05%
         $USD invested: $146,316
  • 4. Marriott International Inc Class A
         % of fund invested: 0.37%
         $USD invested: $1.04M
  • 5. Bank of America Corp
         % of fund invested: 1.26%
         $USD invested: $3.51M
  • 6. Citigroup Inc
         % of fund invested: 0.59%
         $USD invested: $1.63M
  • 7. Philip Morris International Inc
         % of fund invested: 0.87%
         $USD invested: $2.43M
  • 8. Willis Towers Watson PLC
         % of fund invested: 0.13%
         $USD invested: $347,868
  • 9. JM Smucker Co
         % of fund invested: 0.04%
         $USD invested: $101,650
  • 10. Hilton Worldwide Holdings Inc
         % of fund invested: 0.31%
         $USD invested: $860,822
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. PACCAR Inc
         % of fund invested: 0.18%
         $USD invested: $494,353
  • 2. Charter Communications Inc Class A
         % of fund invested: 0.19%
         $USD invested: $541,132
  • 3. NVR Inc
         % of fund invested: 0.11%
         $USD invested: $297,282
  • 4. The Trade Desk Inc Class A
         % of fund invested: 0.15%
         $USD invested: $410,018
  • 5. Dick's Sporting Goods Inc
         % of fund invested: 0.05%
         $USD invested: $136,888
  • 6. Graco Inc
         % of fund invested: 0.05%
         $USD invested: $142,733
  • 7. Genuine Parts Co
         % of fund invested: 0.09%
         $USD invested: $259,043
  • 8. West Pharmaceutical Services Inc
         % of fund invested: 0.06%
         $USD invested: $159,497
  • 9. Tyson Foods Inc Class A
         % of fund invested: 0.05%
         $USD invested: $139,280
  • 10. Ulta Beauty Inc
         % of fund invested: 0.22%
         $USD invested: $598,144

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund SPDR® MSCI USA Gender Diversity ETF

Totals

Holdings
Assets
Weight
Prisons
7
$17.72M
6.39%
     Prisons high risk
1
$212,120
0.08%
     Private prisons
0
$0
0%
Borders
10
$28.04M
10%
     Borders high risk
4
$1.23M
0.44%
Total
15
$33.44M
12%
Full fund results

Holdings — 15 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$12.11M
4.36%
Prisons
Borders :
$12.11M
4.36%
2.
Accenture PLC Class A
Borders
$7.77M
2.8%
Borders :
$7.77M
2.8%
3.
AT&T Inc
Borders
$4.97M
1.79%
Borders :
$4.97M
1.79%
4.
Costco Wholesale Corp
Prisons
$3.62M
1.31%
Prisons
$3.62M
1.31%
5.
Thermo Fisher Scientific Inc
Borders
$1.53M
0.55%
Borders :
$1.53M
0.55%
6.
3M Co
Prisons
$863,732
0.31%
Prisons
$863,732
0.31%
7.
Northrop Grumman Corp
Borders
$643,442
0.23%
Borders :
$643,442
0.23%
8.
Target Corp
Prisons
$423,563
0.15%
Prisons
$423,563
0.15%
9.
Cardinal Health Inc
Prisons
$347,196
0.13%
Prisons
$347,196
0.13%
10.
Equifax Inc
Borders
$257,043
0.09%
Borders :
$257,043
0.09%
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