Baystate Wealth Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Baystate Wealth Management’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
2020 Q2	–	Sell	-232	Closed	-$14K	–	731
2020 Q1	$14K	Buy	232 +2	+0.9%	+$145	﹤0.01%	336
2019 Q4	$18K	Buy	+230	New	+$17.3K	﹤0.01%	335

Other funds holding SHE

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

LPL Financial San Diego, California $377B AUM 19.32% 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

CAN

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Baystate Wealth Management's SHE Position: Q2 2020 in Review

Baystate Wealth Management sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2020, closing a stake of 232 shares — an estimated $14K sold.

Baystate Wealth Management first reported a position in SHE in Q4 2019 and held it in 2 quarters. The position peaked at $18K in Q4 2019. 62 funds tracked by Wall St. Rank hold SHE as of Q2 2020.

Baystate Wealth Management reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2020 after selling out during the quarter.
Baystate Wealth Management sold 232 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2020, an estimated $14K.
Baystate Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2019 and held it in 2 quarters.
Baystate Wealth Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $18K in Q4 2019.
62 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2020.

Based on Baystate Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.