Creative Financial Designs’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Creative Financial Designs’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
2022 Q3	–	Sell	-75	Closed	-$6K	–	1331
2022 Q2	$6K	Hold	75	–	–	﹤0.01%	982
2022 Q1	$7K	Hold	75	–	–	﹤0.01%	993
2021 Q4	$8K	Hold	75	–	–	﹤0.01%	950
2021 Q3	$8K	Hold	75	–	–	﹤0.01%	1067
2021 Q2	$8K	Buy	+75	New	+$7.43K	﹤0.01%	1075

Other funds holding SHE

RCG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

AFG

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

Creative Financial Designs's SHE Position: Q3 2022 in Review

Creative Financial Designs sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2022, closing a stake of 75 shares — an estimated $6K sold.

Creative Financial Designs first reported a position in SHE in Q2 2021 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 83 funds tracked by Wall St. Rank hold SHE as of Q3 2022.

Creative Financial Designs reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q3 2022 after selling out during the quarter.
Creative Financial Designs sold 75 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2022, an estimated $6K.
Creative Financial Designs first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2021 and held it in 5 quarters.
Creative Financial Designs's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $8K in Q4 2021.
83 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2022.

Based on Creative Financial Designs's 13F filing for Q3 2022, filed 1 Nov 2022.