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

Cetera 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
2024 Q1	$3.37M	Buy	+31,854	New	+$3.2M	0.03%	594
2021 Q3	–	Sell	-2,031	Closed	-$206K	–	1463
2021 Q2	$206K	Buy	+2,031	New	+$201K	﹤0.01%	1223
2021 Q1	–	Sell	-7,362	Closed	-$660K	–	1238
2020 Q4	$660K	Buy	+7,362	New	+$609K	0.02%	541
2019 Q2	–	Sell	-56	Closed	-$4K	–	1227
2019 Q1	$4K	Buy	+56	New	+$3.86K	﹤0.01%	1193

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

AFG

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

WWA

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

Cetera Advisors's SHE Position: Q1 2024 in Review

Cetera Advisors opened a new position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2024: 31,854 shares worth $3.37M. The stake represents 0.03% of the portfolio and ranks #594 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in SHE as recently as Q2 2021.

Cetera Advisors first reported a position in SHE in Q1 2019 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold SHE as of Q1 2024.

Cetera Advisors held 31,854 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $3.37M as of Q1 2024.
State Street SPDR MSCI USA Gender Diversity ETF was a new Cetera Advisors position in Q1 2024.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #594 holding.
Cetera Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2019 and has held it in 4 quarters since.
99 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2024.

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