Householder Group Estate & Retirement Specialist’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-450	Closed	-$51K	–	1102
2024 Q3	$51K	Hold	450	–	–	0.01%	474
2024 Q2	$48K	Sell	450 -117	-21%	-$12.3K	0.01%	486
2024 Q1	$60K	Buy	+567	New	+$57K	0.02%	443

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

AFG

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

Householder Group Estate & Retirement Specialist's SHE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2024, closing a stake of 450 shares — an estimated $51K sold.

Householder Group Estate & Retirement Specialist first reported a position in SHE in Q1 2024 and held it in 3 quarters. The position peaked at $60K in Q1 2024. 107 funds tracked by Wall St. Rank hold SHE as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 450 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2024, an estimated $51K.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2024 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $60K in Q1 2024.
107 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.