Kestra Advisory Services’s SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Sell |
5,934
-149
| -2% | -$18.6K | ﹤0.01% | 1683 |
|
|
2025
Q1 | $694K | Sell |
6,083
-857
| -12% | -$97.8K | ﹤0.01% | 1611 |
|
|
2024
Q4 | $804K | Sell |
6,940
-565
| -8% | -$65.4K | ﹤0.01% | 1534 |
|
|
2024
Q3 | $853K | Sell |
7,505
-169
| -2% | -$19.2K | ﹤0.01% | 1418 |
|
|
2024
Q2 | $835K | Buy |
7,674
+234
| +3% | +$25.5K | ﹤0.01% | 1433 |
|
|
2024
Q1 | $788K | Buy |
7,440
+45
| +0.6% | +$4.76K | 0.01% | 1390 |
|
|
2023
Q4 | $703K | Buy |
7,395
+1,948
| +36% | +$185K | 0.01% | 1323 |
|
|
2023
Q3 | $463K | Sell |
5,447
-475
| -8% | -$40.4K | ﹤0.01% | 1411 |
|
|
2023
Q2 | $521K | Buy |
5,922
+13
| +0.2% | +$1.15K | 0.01% | 1302 |
|
|
2023
Q1 | $490K | Sell |
5,909
-470
| -7% | -$39K | 0.01% | 1293 |
|
|
2022
Q4 | $503K | Buy |
6,379
+489
| +8% | +$38.5K | ﹤0.01% | 1409 |
|
|
2022
Q3 | $429K | Sell |
5,890
-181
| -3% | -$13.2K | ﹤0.01% | 1402 |
|
|
2022
Q2 | $461K | Buy |
6,071
+629
| +12% | +$47.8K | ﹤0.01% | 1377 |
|
|
2022
Q1 | $502K | Buy |
5,442
+527
| +11% | +$48.6K | 0.01% | 1300 |
|
|
2021
Q4 | $502K | Buy |
4,915
+118
| +2% | +$12.1K | 0.01% | 1319 |
|
|
2021
Q3 | $484K | Buy |
4,797
+2,282
| +91% | +$230K | ﹤0.01% | 1398 |
|
|
2021
Q2 | $256K | Buy |
2,515
+248
| +11% | +$25.2K | ﹤0.01% | 1680 |
|
|
2021
Q1 | $215K | Buy |
+2,267
| New | +$215K | ﹤0.01% | 1688 |
|