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

EWG Elevate’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
-226
Closed -$17.8K – 642
2022
Q4 		$17.8K Buy
+226
New +$17.8K 0.01% 305

Other funds holding SHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Betterment LLC
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
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

EWG Elevate's SHE Position: Q1 2023 in Review

EWG Elevate sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2023, closing a stake of 226 shares — an estimated $17.8K sold.

EWG Elevate first reported a position in SHE in Q4 2022 and held it in 1 quarter. The position peaked at $17.8K in Q4 2022. 89 funds tracked by Wall St. Rank hold SHE as of Q1 2023.

  • EWG Elevate reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 226 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2023, an estimated $17.8K.
  • EWG Elevate first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $17.8K in Q4 2022.
  • 89 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.