Adirondack Trust Company’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Adirondack Trust Company’s Portfolio SHE Stock Details SHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8	Closed	-$824	–	507
2023 Q4	$824	Sell	8 -200	-96%	-$17.8K	﹤0.01%	482
2023 Q3	$17.7K	Hold	208	–	–	0.01%	291
2023 Q2	$18.9K	Hold	208	–	–	0.01%	271
2023 Q1	$17.2K	Hold	208	–	–	0.01%	282
2022 Q4	$16.4K	Hold	208	–	–	0.01%	285
2022 Q3	$15K	Sell	208 -20	-9%	-$1.6K	0.01%	284
2022 Q2	$17K	Sell	228 -7	-3%	-$580	0.01%	264
2022 Q1	$22K	Hold	235	–	–	0.01%	244
2021 Q4	$24K	Hold	235	–	–	0.01%	234
2021 Q3	$25K	Hold	235	–	–	0.01%	235
2021 Q2	$24K	Buy	235 +20	+9%	+$1.98K	0.01%	238
2021 Q1	$20K	Hold	215	–	–	0.01%	245
2020 Q4	$19K	Hold	215	–	–	0.01%	239
2020 Q3	$16K	Buy	215 +15	+8%	+$1.13K	0.01%	214
2020 Q2	$15K	Hold	200	–	–	0.01%	222
2020 Q1	$12K	Hold	200	–	–	0.01%	221
2019 Q4	$15K	Hold	200	–	–	0.01%	226
2019 Q3	$15K	Buy	+200	New	+$14.7K	0.01%	229

Other funds holding SHE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Adirondack Trust Company's SHE Position: Q1 2024 in Review

Adirondack Trust Company sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2024, closing a stake of 8 shares — an estimated $824 sold.

Adirondack Trust Company first reported a position in SHE in Q3 2019 and held it in 18 quarters. The position peaked at $25K in Q3 2021. 99 funds tracked by Wall St. Rank hold SHE as of Q1 2024.

Adirondack Trust Company reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2024 after selling out during the quarter.
Adirondack Trust Company sold 8 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2024, an estimated $824.
Adirondack Trust Company first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2019 and held it in 18 quarters.
Adirondack Trust Company's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $25K in Q3 2021.
99 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2024.

Based on Adirondack Trust Company's 13F filing for Q1 2024, filed 9 Apr 2024.