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

Clear Point 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 Q4	–	Sell	-872	Closed	-$99.1K	–	459
2024 Q3	$99.1K	Buy	872 +1	+0.1%	+$110	0.08%	149
2024 Q2	$94.7K	Buy	871 +71	+9%	+$7.45K	0.08%	146
2024 Q1	$84.7K	Buy	800 +1	+0.1%	+$101	0.07%	155
2023 Q4	$75.9K	Buy	+799	New	+$71K	0.07%	153

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

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

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 $1.55B AUM 19.86% 1-Year Est. Return

Clear Point Advisors's SHE Position: Q4 2024 in Review

Clear Point Advisors sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2024, closing a stake of 872 shares — an estimated $99.1K sold.

Clear Point Advisors first reported a position in SHE in Q4 2023 and held it in 4 quarters. The position peaked at $99.1K in Q3 2024. 107 funds tracked by Wall St. Rank hold SHE as of Q4 2024.

Clear Point Advisors reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 872 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2024, an estimated $99.1K.
Clear Point Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $99.1K in Q3 2024.
107 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.