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

BDO 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
2023 Q2	$10.2K	Hold	116	–	–	﹤0.01%	694
2023 Q1	$9.62K	Sell	116 -448	-79%	-$36.5K	﹤0.01%	710
2022 Q4	$44.4K	Hold	564	–	–	0.01%	431
2022 Q3	$41K	Sell	564 -781	-58%	-$62.5K	0.01%	438
2022 Q2	$102K	Sell	1,345 -500	-27%	-$41.5K	0.01%	326
2022 Q1	$170K	Hold	1,845	–	–	0.02%	284
2021 Q4	$189K	Hold	1,845	–	–	0.02%	284
2021 Q3	$186K	Hold	1,845	–	–	0.02%	292
2021 Q2	$187K	Hold	1,845	–	–	0.02%	298
2021 Q1	$175K	Buy	+1,845	New	+$172K	0.02%	304

Other funds holding SHE

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

BDO Wealth Advisors's SHE Position: Q2 2023 in Review

BDO Wealth Advisors held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2023 at 116 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

BDO Wealth Advisors first reported a position in SHE in Q1 2021 and has held it in 10 quarters since. The position peaked at $189K in Q4 2021. 85 funds tracked by Wall St. Rank hold SHE as of Q2 2023.

BDO Wealth Advisors held 116 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $10.2K as of Q2 2023.
BDO Wealth Advisors left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q2 2023.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #694 holding.
BDO Wealth Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $189K in Q4 2021.
85 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.