Cetera Advisor Networks’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Cetera Advisor Networks’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 Q1	$316K	Sell	2,989 -122	-4%	-$12.3K	﹤0.01%	2245
2023 Q4	$296K	Buy	3,111 +159	+5%	+$14.1K	﹤0.01%	2261
2023 Q3	$251K	Buy	+2,952	New	+$261K	﹤0.01%	2262
2023 Q2	–	Sell	-2,896	Closed	-$240K	–	2707
2023 Q1	$240K	Buy	+2,896	New	+$236K	﹤0.01%	2198
2021 Q4	–	Sell	-28,205	Closed	-$2.85M	–	2118
2021 Q3	$2.85M	Sell	28,205 -15	-0.1%	-$1.56K	0.04%	442
2021 Q2	$2.87M	Buy	28,220 +364	+1%	+$36K	0.04%	414
2021 Q1	$2.65M	Buy	27,856 +3,284	+13%	+$306K	0.06%	304
2020 Q4	$2.2M	Buy	24,572 +1,519	+7%	+$126K	0.05%	313
2020 Q3	$1.77M	Buy	23,053 +1,755	+8%	+$132K	0.05%	329
2020 Q2	$1.51M	Sell	21,298 -2,023	-9%	-$137K	0.04%	363
2020 Q1	$1.38M	Sell	23,321 -7,347	-24%	-$531K	0.05%	338
2019 Q4	$2.37M	Sell	30,668 -324	-1%	-$24.3K	0.06%	271
2019 Q3	$2.28M	Buy	30,992 +1,060	+4%	+$78.1K	0.07%	255
2019 Q2	$2.21M	Buy	29,932 +3,426	+13%	+$247K	0.07%	259
2019 Q1	$1.89M	Buy	+26,506	New	+$1.83M	0.06%	269
2018 Q4	–	Sell	-2,665	Closed	-$204K	–	1134
2018 Q3	$204K	Buy	+2,665	New	+$201K	0.01%	1043

Other funds holding SHE

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

AFG

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

Cetera Advisor Networks's SHE Position: Q1 2024 in Review

Cetera Advisor Networks reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 3.9% in Q1 2024, selling an estimated $12.3K and leaving 2,989 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #2245.

Cetera Advisor Networks first reported a position in SHE in Q3 2018 and has held it in 16 quarters since. The position peaked at $2.87M in Q2 2021. 99 funds tracked by Wall St. Rank hold SHE as of Q1 2024.

Cetera Advisor Networks held 2,989 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $316K as of Q1 2024.
Cetera Advisor Networks sold 122 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2024, an estimated $12.3K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2245 holding.
Cetera Advisor Networks first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2018 and has held it in 16 quarters since.
Cetera Advisor Networks's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $2.87M in Q2 2021.
99 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.