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

DCM 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
2021 Q1	–	Sell	-400	Closed	-$36K	–	275
2020 Q4	$36K	Buy	+400	New	+$33.1K	0.02%	220

Other funds holding SHE

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

RCG

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

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DCM Advisors's SHE Position: Q1 2021 in Review

DCM Advisors sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2021, closing a stake of 400 shares — an estimated $36K sold.

DCM Advisors first reported a position in SHE in Q4 2020 and held it in 1 quarter. The position peaked at $36K in Q4 2020. 82 funds tracked by Wall St. Rank hold SHE as of Q1 2021.

DCM Advisors reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2021 after selling out during the quarter.
DCM Advisors sold 400 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2021, an estimated $36K.
DCM Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2020 and held it in 1 quarter.
DCM Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $36K in Q4 2020.
82 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2021.

Based on DCM Advisors's 13F filing for Q1 2021, filed 17 May 2021.