Boston Financial Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Boston Financial 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
2024 Q4	$464K	Sell	4,008 -65	-2%	-$7.64K	0.01%	250
2024 Q3	$463K	Sell	4,073 -353	-8%	-$38.9K	0.01%	247
2024 Q2	$482K	Sell	4,426 -235	-5%	-$24.7K	0.02%	241
2024 Q1	$493K	Hold	4,661	–	–	0.02%	251
2023 Q4	$443K	Sell	4,661 -203	-4%	-$18K	0.02%	252
2023 Q3	$413K	Sell	4,864 -6	-0.1%	-$531	0.02%	239
2023 Q2	$429K	Buy	4,870 +70	+1%	+$5.9K	0.02%	244
2023 Q1	$398K	Buy	4,800 +1,395	+41%	+$114K	0.02%	246
2022 Q4	$268K	Buy	+3,405	New	+$269K	0.01%	280

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Boston Financial Management's SHE Position: Q4 2024 in Review

Boston Financial Management reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 1.6% in Q4 2024, selling an estimated $7.64K and leaving 4,008 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #250.

Boston Financial Management first reported a position in SHE in Q4 2022 and has held it in 9 quarters since. The position peaked at $493K in Q1 2024. 107 funds tracked by Wall St. Rank hold SHE as of Q4 2024.

Boston Financial Management held 4,008 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $464K as of Q4 2024.
Boston Financial Management sold 65 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2024, an estimated $7.64K.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #250 holding.
Boston Financial Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2022 and has held it in 9 quarters since.
Boston Financial Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $493K in Q1 2024.
107 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.