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Annapolis Financial Services’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Annapolis Financial Services’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
2021
Q2 		– Sell
-2
Closed – – 460
2021
Q1 		$0 Buy
+2
New +$186 ﹤0.01% 448

Other funds holding SHE

RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Annapolis Financial Services's SHE Position: Q2 2021 in Review

Annapolis Financial Services sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2021, closing a stake of 2 shares.

Annapolis Financial Services first reported a position in SHE in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 83 funds tracked by Wall St. Rank hold SHE as of Q2 2021.

  • Annapolis Financial Services reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2021 after selling out during the quarter.
  • Annapolis Financial Services sold 2 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2021.
  • Annapolis Financial Services first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2021 and held it in 1 quarter.
  • Annapolis Financial Services's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $0 in Q1 2021.
  • 83 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2021.

Based on Annapolis Financial Services's 13F filing for Q2 2021, filed 4 Aug 2021.