Amplius Wealth Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-1,069	Closed	-$109K	–	759
2021 Q4	$109K	Buy	+1,069	New	+$111K	0.02%	238

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AFG

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

Amplius Wealth Advisors's SHE Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2022, closing a stake of 1,069 shares — an estimated $109K sold.

Amplius Wealth Advisors first reported a position in SHE in Q4 2021 and held it in 1 quarter. The position peaked at $109K in Q4 2021. 88 funds tracked by Wall St. Rank hold SHE as of Q1 2022.

Amplius Wealth Advisors reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 1,069 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2022, an estimated $109K.
Amplius Wealth Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $109K in Q4 2021.
88 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.