Ladenburg Thalmann Financial Services’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$499K	Buy	6,463 +73	+1%	+$5.49K	﹤0.01%	1826
2019 Q3	$470K	Buy	6,390 +629	+11%	+$46.4K	﹤0.01%	1821
2019 Q2	$425K	Buy	5,761 +1,747	+44%	+$126K	﹤0.01%	1878
2019 Q1	$284K	Buy	4,014 +397	+11%	+$27.3K	﹤0.01%	2136
2018 Q4	$231K	Buy	3,617 +1,028	+40%	+$73.3K	﹤0.01%	2130
2018 Q3	$199K	Buy	2,589 +1,157	+81%	+$87.4K	﹤0.01%	2313
2018 Q2	$100K	Hold	1,432	–	–	﹤0.01%	2750
2018 Q1	$100K	Buy	1,432 +891	+165%	+$64.1K	﹤0.01%	2750
2017 Q4	$39K	Buy	541 +107	+25%	+$7.61K	﹤0.01%	3391
2017 Q3	$30K	Sell	434 -11	-2%	-$748	﹤0.01%	3452
2017 Q2	$30K	Buy	445 +287	+182%	+$19K	﹤0.01%	3358
2017 Q1	$10K	Hold	158	–	–	﹤0.01%	3996
2016 Q4	$10K	Hold	158	–	–	﹤0.01%	3902
2016 Q3	$10K	Buy	158 +75	+90%	+$4.85K	﹤0.01%	3824
2016 Q2	$5K	Buy	+83	New	+$5.17K	﹤0.01%	4144

Other funds holding SHE

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

FTI

Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 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

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

Ladenburg Thalmann Financial Services's SHE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 1.1% in Q4 2019, buying an estimated $5.49K and bringing the position to 6,463 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

Ladenburg Thalmann Financial Services first reported a position in SHE in Q2 2016 and has held it in 15 quarters since. 67 funds tracked by Wall St. Rank hold SHE as of Q4 2019.

Ladenburg Thalmann Financial Services held 6,463 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $499K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 73 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2019, an estimated $5.49K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1826 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2016 and has held it in 15 quarters since.
67 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.