Cullen/Frost Bankers’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Cullen/Frost Bankers’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	-100	Closed	-$8K	–	1198
2022 Q2	$8K	Hold	100	–	–	﹤0.01%	930
2022 Q1	$9K	Hold	100	–	–	﹤0.01%	952
2021 Q4	$10K	Hold	100	–	–	﹤0.01%	966
2021 Q3	$10K	Hold	100	–	–	﹤0.01%	1064
2021 Q2	$10K	Hold	100	–	–	﹤0.01%	1068
2021 Q1	$9K	Hold	100	–	–	﹤0.01%	933
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	925
2020 Q3	$8K	Hold	100	–	–	﹤0.01%	931
2020 Q2	$7K	Hold	100	–	–	﹤0.01%	940
2020 Q1	$6K	Hold	100	–	–	﹤0.01%	777
2019 Q4	$8K	Hold	100	–	–	﹤0.01%	917
2019 Q3	$7K	Hold	100	–	–	﹤0.01%	874
2019 Q2	$7K	Hold	100	–	–	﹤0.01%	893
2019 Q1	$7K	Buy	+100	New	+$6.89K	﹤0.01%	787

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

Cullen/Frost Bankers's SHE Position: Q3 2022 in Review

Cullen/Frost Bankers sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2022, closing a stake of 100 shares — an estimated $8K sold.

Cullen/Frost Bankers first reported a position in SHE in Q1 2019 and held it in 14 quarters. The position peaked at $10K in Q4 2021. 83 funds tracked by Wall St. Rank hold SHE as of Q3 2022.

Cullen/Frost Bankers reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q3 2022 after selling out during the quarter.
Cullen/Frost Bankers sold 100 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2022, an estimated $8K.
Cullen/Frost Bankers first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2019 and held it in 14 quarters.
Cullen/Frost Bankers's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $10K 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 Cullen/Frost Bankers's 13F filing for Q3 2022, filed 7 Nov 2022.