Belpointe Asset Management’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
2023
Q2
Sell
-994
Closed -$82.4K 2889
2023
Q1
$82.4K Sell
994
-115
-10% -$9.38K ﹤0.01% 1424
2022
Q4
$87.4K Buy
+1,109
New +$87.6K 0.01% 1311

Other funds holding SHE

Belpointe Asset Management's SHE Position: Q2 2023 in Review

Belpointe Asset Management sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2023, closing a stake of 994 shares — an estimated $82.4K sold.

Belpointe Asset Management first reported a position in SHE in Q4 2022 and held it in 2 quarters. The position peaked at $87.4K in Q4 2022. 85 funds tracked by Wall St. Rank hold SHE as of Q2 2023.

  • Belpointe Asset Management reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 994 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2023, an estimated $82.4K.
  • Belpointe Asset Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $87.4K in Q4 2022.
  • 85 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.