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McGlone Suttner Wealth Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

McGlone Suttner Wealth Management’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
Q1 		– Sell
-28
Closed -$2.66K – 660
2023
Q4 		$2.66K Buy
+28
New +$2.49K ﹤0.01% 653

Other funds holding SHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

McGlone Suttner Wealth Management's SHE Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2024, closing a stake of 28 shares — an estimated $2.66K sold.

McGlone Suttner Wealth Management first reported a position in SHE in Q4 2023 and held it in 1 quarter. The position peaked at $2.66K in Q4 2023. 99 funds tracked by Wall St. Rank hold SHE as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 28 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2024, an estimated $2.66K.
  • McGlone Suttner Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $2.66K in Q4 2023.
  • 99 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.