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

Equitable Trust’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
2023 Q1	–	Sell	-2,941	Closed	-$232K	–	407
2022 Q4	$232K	Hold	2,941	–	–	0.02%	370
2022 Q3	$214K	Buy	+2,941	New	+$235K	0.02%	362
2022 Q2	–	Sell	-10,276	Closed	-$948K	–	416
2022 Q1	$948K	Buy	10,276 +2,476	+32%	+$229K	0.06%	181
2021 Q4	$797K	Hold	7,800	–	–	0.05%	197
2021 Q3	$788K	Sell	7,800 -150	-2%	-$15.6K	0.05%	198
2021 Q2	$808K	Buy	7,950 +2,538	+47%	+$251K	0.05%	202
2021 Q1	$514K	Buy	5,412 +2,680	+98%	+$250K	0.04%	243
2020 Q4	$245K	Buy	+2,732	New	+$226K	0.02%	320
2020 Q2	–	Sell	-4,209	Closed	-$248K	–	324
2020 Q1	$248K	Buy	+4,209	New	+$304K	0.03%	276

Other funds holding SHE

Morgan Stanley New York $1.66T AUM 25.57% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Equitable Trust's SHE Position: Q1 2023 in Review

Equitable Trust sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2023, closing a stake of 2,941 shares — an estimated $232K sold.

Equitable Trust first reported a position in SHE in Q1 2020 and held it in 9 quarters. The position peaked at $948K in Q1 2022. 89 funds tracked by Wall St. Rank hold SHE as of Q1 2023.

Equitable Trust reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2023 after selling out during the quarter.
Equitable Trust sold 2,941 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2023, an estimated $232K.
Equitable Trust first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2020 and held it in 9 quarters.
Equitable Trust's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $948K in Q1 2022.
89 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2023.

Based on Equitable Trust's 13F filing for Q1 2023, filed 2 May 2023.