Financial Enhancement Group’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Financial Enhancement Group’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
2020 Q2	–	Sell	-492	Closed	-$29K	–	297
2020 Q1	$29K	Hold	492	–	–	0.01%	150
2019 Q4	$38K	Sell	492 -34	-6%	-$2.56K	0.01%	132
2019 Q3	$39K	Hold	526	–	–	0.01%	133
2019 Q2	$39K	Hold	526	–	–	0.01%	131
2019 Q1	$37K	Buy	526 +133	+34%	+$9.16K	0.01%	148
2018 Q4	$30K	Hold	393	–	–	0.01%	143
2018 Q3	$30K	Sell	393 -336	-46%	-$25.4K	0.01%	143
2018 Q2	$53K	Hold	729	–	–	0.02%	120
2018 Q1	$51K	Buy	+729	New	+$52.4K	0.02%	129

Other funds holding SHE

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CAN

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Financial Enhancement Group's SHE Position: Q2 2020 in Review

Financial Enhancement Group sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2020, closing a stake of 492 shares — an estimated $29K sold.

Financial Enhancement Group first reported a position in SHE in Q1 2018 and held it in 9 quarters. The position peaked at $53K in Q2 2018. 62 funds tracked by Wall St. Rank hold SHE as of Q2 2020.

Financial Enhancement Group reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2020 after selling out during the quarter.
Financial Enhancement Group sold 492 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2020, an estimated $29K.
Financial Enhancement Group first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2018 and held it in 9 quarters.
Financial Enhancement Group's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $53K in Q2 2018.
62 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2020.

Based on Financial Enhancement Group's 13F filing for Q2 2020, filed 14 Aug 2020.