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

Merriman 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
2020 Q3	–	Sell	-4,529	Closed	-$322K	–	171
2020 Q2	$322K	Hold	4,529	–	–	0.05%	134
2020 Q1	$267K	Hold	4,529	–	–	0.06%	123
2019 Q4	$350K	Hold	4,529	–	–	0.07%	143
2019 Q3	$333K	Hold	4,529	–	–	0.07%	134
2019 Q2	$3.36K	Hold	4,529	–	–	0.06%	143
2019 Q1	$322K	Hold	4,529	–	–	0.06%	160
2018 Q4	$292K	Hold	4,529	–	–	0.06%	126
2018 Q3	$348K	Hold	4,529	–	–	0.07%	132
2018 Q2	$328K	Hold	4,529	–	–	0.07%	134
2018 Q1	$317K	Buy	+4,529	New	+$326K	0.08%	145

Other funds holding SHE

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CAN

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Merriman Wealth Management's SHE Position: Q3 2020 in Review

Merriman Wealth Management sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2020, closing a stake of 4,529 shares — an estimated $322K sold.

Merriman Wealth Management first reported a position in SHE in Q1 2018 and held it in 10 quarters. The position peaked at $350K in Q4 2019. 58 funds tracked by Wall St. Rank hold SHE as of Q3 2020.

Merriman Wealth Management reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q3 2020 after selling out during the quarter.
Merriman Wealth Management sold 4,529 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2020, an estimated $322K.
Merriman Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2018 and held it in 10 quarters.
Merriman Wealth Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $350K in Q4 2019.
58 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2020.

Based on Merriman Wealth Management's 13F filing for Q3 2020, filed 26 Oct 2020.