Harvest Group Wealth Management’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
2023
Q1
$725K Buy
8,744
+880
+11% +$71.8K 0.45% 29
2022
Q4
$620K Sell
7,864
-18
-0.2% -$1.42K 0.41% 36
2022
Q3
$606K Sell
7,882
-126
-2% -$10.1K 0.4% 39
2022
Q2
$653K Buy
8,008
+105
+1% +$8.71K 0.4% 37
2022
Q1
$729K Buy
+7,903
New +$730K 0.41% 34

Other funds holding SHE

Harvest Group Wealth Management's SHE Position: Q1 2023 in Review

Harvest Group Wealth Management increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 11% in Q1 2023, buying an estimated $71.8K and bringing the position to 8,744 shares worth $725K. The position accounts for 0.45% of the portfolio, ranked #29.

Harvest Group Wealth Management first reported a position in SHE in Q1 2022 and has held it in 5 quarters since. The position peaked at $729K in Q1 2022. 89 funds tracked by Wall St. Rank hold SHE as of Q1 2023.

  • Harvest Group Wealth Management held 8,744 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $725K as of Q1 2023.
  • Harvest Group Wealth Management bought 880 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2023, an estimated $71.8K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up 0.45% of Harvest Group Wealth Management's portfolio in Q1 2023, its #29 holding.
  • Harvest Group Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2022 and has held it in 5 quarters since.
  • Harvest Group Wealth Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $729K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.