First Horizon Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

First Horizon Advisors’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
2024 Q1	–	Sell	-2,390	Closed	-$227K	–	2386
2023 Q4	$227K	Sell	2,390 -51	-2%	-$4.53K	0.01%	446
2023 Q3	$208K	Hold	2,441	–	–	0.01%	448
2023 Q2	$215K	Hold	2,441	–	–	0.01%	461
2023 Q1	$202K	Sell	2,441 -216	-8%	-$17.6K	0.01%	465
2022 Q4	$209K	Sell	2,657 -1,166	-30%	-$92.1K	0.01%	441
2022 Q3	$278K	Sell	3,823 -2,201	-37%	-$176K	0.01%	387
2022 Q2	$457K	Buy	6,024 +3,634	+152%	+$301K	0.02%	340
2022 Q1	$220K	Sell	2,390 -3,343	-58%	-$309K	0.01%	375
2021 Q4	$585K	Buy	5,733 +1,085	+23%	+$113K	0.02%	331
2021 Q3	$469K	Buy	4,648 +269	+6%	+$27.9K	0.02%	349
2021 Q2	$444K	Sell	4,379 -1,340	-23%	-$133K	0.02%	285
2021 Q1	$543K	Buy	5,719 +10	+0.2%	+$932	0.03%	248
2020 Q4	$512K	Buy	5,709 +11	+0.2%	+$910	0.03%	221
2020 Q3	$437K	Buy	5,698 +1,322	+30%	+$99.1K	0.03%	213
2020 Q2	$311K	Buy	4,376 +2,948	+206%	+$199K	0.02%	253
2020 Q1	$84K	Buy	1,428 +109	+8%	+$7.88K	0.01%	389
2019 Q4	$101K	Sell	1,319 -7	-0.5%	-$526	0.01%	427
2019 Q3	$97K	Buy	1,326 +201	+18%	+$14.8K	0.01%	423
2019 Q2	$82K	Sell	1,125 -10	-0.9%	-$721	0.01%	472
2019 Q1	$80K	Buy	1,135 +92	+9%	+$6.34K	0.01%	442
2018 Q4	$66K	Buy	1,043 +9	+0.9%	+$642	0.01%	472
2018 Q3	$79K	Buy	1,034 +1	+0.1%	+$76	0.01%	494
2018 Q2	$74K	Hold	1,033	–	–	0.01%	500
2018 Q1	$72K	Buy	+1,033	New	+$74.3K	0.01%	435

Other funds holding SHE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

First Horizon Advisors's SHE Position: Q1 2024 in Review

First Horizon Advisors sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2024, closing a stake of 2,390 shares — an estimated $227K sold.

First Horizon Advisors first reported a position in SHE in Q1 2018 and held it in 24 quarters. The position peaked at $585K in Q4 2021. 99 funds tracked by Wall St. Rank hold SHE as of Q1 2024.

First Horizon Advisors reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2024 after selling out during the quarter.
First Horizon Advisors sold 2,390 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2024, an estimated $227K.
First Horizon Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2018 and held it in 24 quarters.
First Horizon Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $585K in Q4 2021.
99 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2024.

Based on First Horizon Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.