Envestnet Asset Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $310K | Sell |
2,422
-801
| -25% | -$107K | ﹤0.01% | 4254 |
|
|
2025
Q4 | $426K | Buy |
3,223
+1,384
| +75% | +$180K | ﹤0.01% | 3814 |
|
|
2025
Q3 | $234K | Sell |
1,839
-2,670
| -59% | -$334K | ﹤0.01% | 4240 |
|
|
2025
Q2 | $563K | Sell |
4,509
-131
| -3% | -$15.2K | ﹤0.01% | 3614 |
|
|
2025
Q1 | $530K | Buy |
4,640
+175
| +4% | +$20.7K | ﹤0.01% | 3586 |
|
|
2024
Q4 | $517K | Sell |
4,465
-74
| -2% | -$8.7K | ﹤0.01% | 3571 |
|
|
2024
Q3 | $516K | Buy |
4,539
+372
| +9% | +$41K | ﹤0.01% | 3530 |
|
|
2024
Q2 | $453K | Buy |
4,167
+429
| +11% | +$45K | ﹤0.01% | 3512 |
|
|
2024
Q1 | $396K | Sell |
3,738
-2,512
| -40% | -$253K | ﹤0.01% | 3569 |
|
|
2023
Q4 | $594K | Sell |
6,250
-943
| -13% | -$83.8K | ﹤0.01% | 3244 |
|
|
2023
Q3 | $611K | Sell |
7,193
-124
| -2% | -$11K | ﹤0.01% | 3138 |
|
|
2023
Q2 | $644K | Sell |
7,317
-2,161
| -23% | -$182K | ﹤0.01% | 3067 |
|
|
2023
Q1 | $786K | Sell |
9,478
-1,266
| -12% | -$103K | ﹤0.01% | 2840 |
|
|
2022
Q4 | $847K | Sell |
10,744
-146
| -1% | -$11.5K | ﹤0.01% | 2769 |
|
|
2022
Q3 | $793K | Sell |
10,890
-1,032
| -9% | -$82.6K | ﹤0.01% | 2744 |
|
|
2022
Q2 | $905K | Sell |
11,922
-10
| -0.1% | -$829 | ﹤0.01% | 2673 |
|
|
2022
Q1 | $1.1M | Sell |
11,932
-36
| -0.3% | -$3.32K | ﹤0.01% | 2596 |
|
|
2021
Q4 | $1.22M | Buy |
11,968
+326
| +3% | +$33.8K | ﹤0.01% | 2500 |
|
|
2021
Q3 | $1.18M | Sell |
11,642
-45
| -0.4% | -$4.67K | ﹤0.01% | 2424 |
|
|
2021
Q2 | $1.19M | Buy |
11,687
+677
| +6% | +$67K | ﹤0.01% | 2404 |
|
|
2021
Q1 | $1.04M | Sell |
11,010
-443
| -4% | -$41.3K | ﹤0.01% | 2374 |
|
|
2020
Q4 | $1.03M | Buy |
+11,453
| New | +$948K | ﹤0.01% | 2194 |
|
Other funds holding SHE
RCG
FAFN
AFG
GWM
