First Allied Advisory Services’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
2020
Q3
$1.15M Buy
15,003
+1,279
+9% +$95.9K 0.04% 435
2020
Q2
$976K Buy
13,724
+2,212
+19% +$149K 0.04% 444
2020
Q1
$680K Buy
11,512
+2,441
+27% +$176K 0.03% 499
2019
Q4
$699K Buy
9,071
+25
+0.3% +$1.88K 0.02% 601
2019
Q3
$666K Sell
9,046
-507
-5% -$37.4K 0.02% 591
2019
Q2
$705K Sell
9,553
-1,366
-13% -$98.5K 0.02% 570
2019
Q1
$777K Buy
10,919
+1,466
+16% +$101K 0.03% 527
2018
Q4
$601K Sell
9,453
-625
-6% -$44.6K 0.02% 558
2018
Q3
$774K Hold
10,078
0.03% 556
2018
Q2
$730K Buy
10,078
+3,698
+58% +$265K 0.03% 546
2018
Q1
$448K Buy
6,380
+102
+2% +$7.33K 0.02% 707
2017
Q4
$445K Buy
6,278
+2,006
+47% +$143K 0.02% 703
2017
Q3
$296K Buy
+4,272
New +$291K 0.01% 817

Other funds holding SHE

First Allied Advisory Services's SHE Position: Q3 2020 in Review

First Allied Advisory Services increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 9.3% in Q3 2020, buying an estimated $95.9K and bringing the position to 15,003 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #435.

First Allied Advisory Services first reported a position in SHE in Q3 2017 and has held it in 13 quarters since. 58 funds tracked by Wall St. Rank hold SHE as of Q3 2020.

  • First Allied Advisory Services held 15,003 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $1.15M as of Q3 2020.
  • First Allied Advisory Services bought 1,279 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2020, an estimated $95.9K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up 0.04% of First Allied Advisory Services's portfolio in Q3 2020, its #435 holding.
  • First Allied Advisory Services first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2017 and has held it in 13 quarters since.
  • 58 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.