CIBC Private Wealth Group
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CIBC Private Wealth Group’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

CIBC Private Wealth Group’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
Q3 		– Sell
-200
Closed -$22.1K – 3280
2024
Q2 		$22.1K Buy
+200
New +$21K ﹤0.01% 1990

Other funds holding SHE

RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Cetera Investment Advisers
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

CIBC Private Wealth Group's SHE Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2024, closing a stake of 200 shares — an estimated $22.1K sold.

CIBC Private Wealth Group first reported a position in SHE in Q2 2024 and held it in 1 quarter. The position peaked at $22.1K in Q2 2024. 101 funds tracked by Wall St. Rank hold SHE as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 200 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2024, an estimated $22.1K.
  • CIBC Private Wealth Group first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $22.1K in Q2 2024.
  • 101 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.