Mariner Independent Advisor Network’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
2022
Q3
$961K Sell
13,208
-29
-0.2% -$2.32K 0.04% 376
2022
Q2
$1.04M Buy
13,237
+466
+4% +$38.6K 0.04% 360
2022
Q1
$1.18M Buy
+12,771
New +$1.18M 0.05% 338

Other funds holding SHE

Mariner Independent Advisor Network's SHE Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.22% in Q3 2022, selling an estimated $2.32K and leaving 13,208 shares worth $961K. The position accounts for 0.04% of the portfolio, ranked #376.

Mariner Independent Advisor Network first reported a position in SHE in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.18M in Q1 2022. 83 funds tracked by Wall St. Rank hold SHE as of Q3 2022.

  • Mariner Independent Advisor Network held 13,208 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $961K as of Q3 2022.
  • Mariner Independent Advisor Network sold 29 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2022, an estimated $2.32K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #376 holding.
  • Mariner Independent Advisor Network first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2022 and has held it in 3 quarters since.
  • Mariner Independent Advisor Network's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $1.18M in Q1 2022.
  • 83 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.