Arcadia Investment Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Arcadia Investment 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
2021 Q3	–	Sell	-459	Closed	-$46.6K	–	214
2021 Q2	$46.6K	Hold	459	–	–	0.02%	53
2021 Q1	$43.6K	Hold	459	–	–	0.02%	50
2020 Q4	$41.2K	Hold	459	–	–	0.02%	49
2020 Q3	$35.2K	Buy	459 +36	+9%	+$2.7K	0.02%	50
2020 Q2	$30.1K	Buy	423 +24	+6%	+$1.62K	0.02%	49
2020 Q1	$23.6K	Hold	399	–	–	0.02%	53
2019 Q4	$30.8K	Sell	399 -77	-16%	-$5.79K	0.02%	44
2019 Q3	$35K	Buy	+476	New	+$35.1K	0.02%	44

Other funds holding SHE

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

RCG

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Arcadia Investment Advisors's SHE Position: Q3 2021 in Review

Arcadia Investment Advisors sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2021, closing a stake of 459 shares — an estimated $46.6K sold.

Arcadia Investment Advisors first reported a position in SHE in Q3 2019 and held it in 8 quarters. The position peaked at $46.6K in Q2 2021. 87 funds tracked by Wall St. Rank hold SHE as of Q3 2021.

Arcadia Investment Advisors reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q3 2021 after selling out during the quarter.
Arcadia Investment Advisors sold 459 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2021, an estimated $46.6K.
Arcadia Investment Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2019 and held it in 8 quarters.
Arcadia Investment Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $46.6K in Q2 2021.
87 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2021.

Based on Arcadia Investment Advisors's 13F filing for Q3 2021, filed 19 Dec 2024.