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

IFP 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
2023 Q1	–	Sell	-72	Closed	-$5K	–	4271
2022 Q4	$5K	Sell	72 -21	-23%	-$1.66K	﹤0.01%	3808
2022 Q3	$7K	Buy	93 +21	+29%	+$1.68K	﹤0.01%	3875
2022 Q2	$5K	Hold	72	–	–	﹤0.01%	3821
2022 Q1	$5K	Buy	+72	New	+$6.65K	﹤0.01%	3821
2020 Q2	–	Sell	-44	Closed	-$2.97K	–	2921
2020 Q1	$3K	Sell	44 -70	-61%	-$5.06K	﹤0.01%	2269
2019 Q4	$8K	Hold	114	–	–	﹤0.01%	2027
2019 Q3	$8K	Buy	+114	New	+$8.4K	﹤0.01%	2177
2019 Q1	$15K	Hold	214	–	–	﹤0.01%	1452
2018 Q4	$13K	Hold	214	–	–	﹤0.01%	2372
2018 Q3	$16K	Buy	+214	New	+$16.2K	﹤0.01%	2589
2016 Q2	–	Sell	-214	Closed	-$15K	–	4045
2016 Q1	$15K	Buy	+214	New	+$13K	﹤0.01%	1450

Other funds holding SHE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

AFG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

IFP Advisors's SHE Position: Q1 2023 in Review

IFP Advisors sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2023, closing a stake of 72 shares — an estimated $5K sold.

IFP Advisors first reported a position in SHE in Q1 2016 and held it in 11 quarters. The position peaked at $16K in Q3 2018. 89 funds tracked by Wall St. Rank hold SHE as of Q1 2023.

IFP Advisors reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 72 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2023, an estimated $5K.
IFP Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2016 and held it in 11 quarters.
IFP Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $16K in Q3 2018.
89 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.