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Forefront Analytics’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Forefront Analytics’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
2021
Q4 		– Sell
-45,964
Closed -$4.64M – 68
2021
Q3 		$4.64M Buy
+45,964
New +$4.77M 1.69% 21

Other funds holding SHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Forefront Analytics's SHE Position: Q4 2021 in Review

Forefront Analytics sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2021, closing a stake of 45,964 shares — an estimated $4.64M sold.

Forefront Analytics first reported a position in SHE in Q3 2021 and held it in 1 quarter. The position peaked at $4.64M in Q3 2021. 92 funds tracked by Wall St. Rank hold SHE as of Q4 2021.

  • Forefront Analytics reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2021 after selling out during the quarter.
  • Forefront Analytics sold 45,964 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2021, an estimated $4.64M.
  • Forefront Analytics first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2021 and held it in 1 quarter.
  • Forefront Analytics's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $4.64M in Q3 2021.
  • 92 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2021.

Based on Forefront Analytics's 13F filing for Q4 2021, filed 11 Feb 2022.