Aptus Capital Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $71.6K | Buy |
560
+28
| +5% | +$3.73K | ﹤0.01% | 1214 |
|
|
2025
Q4 | $70.3K | Sell |
532
-3
| -0.6% | -$390 | ﹤0.01% | 1241 |
|
|
2025
Q3 | $68.2K | Buy |
535
+2
| +0.4% | +$250 | ﹤0.01% | 1193 |
|
|
2025
Q2 | $66.6K | Buy |
533
+11
| +2% | +$1.28K | ﹤0.01% | 1141 |
|
|
2025
Q1 | $59.5K | Buy |
522
+13
| +3% | +$1.54K | ﹤0.01% | 1086 |
|
|
2024
Q4 | $58.9K | Buy |
509
+34
| +7% | +$4K | ﹤0.01% | 1079 |
|
|
2024
Q3 | $54K | Buy |
475
+416
| +705% | +$45.8K | ﹤0.01% | 923 |
|
|
2024
Q2 | $6.42K | Hold |
59
| – | – | ﹤0.01% | 1059 |
|
|
2024
Q1 | $6.25K | Hold |
59
| – | – | ﹤0.01% | 1065 |
|
|
2023
Q4 | $5.61K | Hold |
59
| – | – | ﹤0.01% | 828 |
|
|
2023
Q3 | $5.01K | Hold |
59
| – | – | ﹤0.01% | 834 |
|
|
2023
Q2 | $5.19K | Hold |
59
| – | – | ﹤0.01% | 730 |
|
|
2023
Q1 | $4.89K | Hold |
59
| – | – | ﹤0.01% | 723 |
|
|
2022
Q4 | $4.65K | Sell |
59
-51
| -46% | -$4.03K | ﹤0.01% | 727 |
|
|
2022
Q3 | $8K | Buy |
110
+51
| +86% | +$4.08K | ﹤0.01% | 680 |
|
|
2022
Q2 | $4K | Hold |
59
| – | – | ﹤0.01% | 624 |
|
|
2022
Q1 | $5K | Hold |
59
| – | – | ﹤0.01% | 635 |
|
|
2021
Q4 | $6K | Hold |
59
| – | – | ﹤0.01% | 515 |
|
|
2021
Q3 | $6K | Hold |
59
| – | – | ﹤0.01% | 487 |
|
|
2021
Q2 | $6K | Hold |
59
| – | – | ﹤0.01% | 516 |
|
|
2021
Q1 | $6K | Hold |
59
| – | – | ﹤0.01% | 477 |
|
|
2020
Q4 | $5K | Hold |
59
| – | – | ﹤0.01% | 436 |
|
|
2020
Q3 | $4K | Hold |
59
| – | – | ﹤0.01% | 440 |
|
|
2020
Q2 | $4K | Hold |
59
| – | – | ﹤0.01% | 389 |
|
|
2020
Q1 | $3K | Hold |
59
| – | – | ﹤0.01% | 391 |
|
|
2019
Q4 | $4K | Hold |
59
| – | – | ﹤0.01% | 478 |
|
|
2019
Q3 | $4K | Buy |
+59
| New | +$4.35K | ﹤0.01% | 457 |
|
Other funds holding SHE
RCG
FAFN
AFG
GWM
