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

Diversified’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
-239
Closed -$18K – 290
2020
Q4 		$18K Buy
+239
New +$19.8K 0.02% 257

Other funds holding SHE

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Diversified's SHE Position: Q1 2021 in Review

Diversified sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2021, closing a stake of 239 shares — an estimated $18K sold.

Diversified first reported a position in SHE in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 82 funds tracked by Wall St. Rank hold SHE as of Q1 2021.

  • Diversified reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2021 after selling out during the quarter.
  • Diversified sold 239 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2021, an estimated $18K.
  • Diversified first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2020 and held it in 1 quarter.
  • Diversified's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $18K 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 Diversified's 13F filing for Q1 2021, filed 5 May 2021.