Mine & Arao Wealth Creation & Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Mine & Arao Wealth Creation & 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
2021 Q4	–	Sell	-1	Closed	–	–	323
2021 Q3	$0	Hold	1	–	–	﹤0.01%	294
2021 Q2	$0	Hold	1	–	–	﹤0.01%	292
2021 Q1	$0	Hold	1	–	–	﹤0.01%	277
2020 Q4	$0	Hold	1	–	–	﹤0.01%	271
2020 Q3	$0	Hold	1	–	–	﹤0.01%	268
2020 Q2	$0	Hold	1	–	–	﹤0.01%	239
2020 Q1	$0	Hold	1	–	–	﹤0.01%	246
2019 Q4	$0	Buy	+1	New	+$75	﹤0.01%	239

Other funds holding SHE

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

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Mine & Arao Wealth Creation & Management's SHE Position: Q4 2021 in Review

Mine & Arao Wealth Creation & Management sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2021, closing a stake of 1 share.

Mine & Arao Wealth Creation & Management first reported a position in SHE in Q4 2019 and held it in 8 quarters. The position peaked at $0 in Q3 2021. 92 funds tracked by Wall St. Rank hold SHE as of Q4 2021.

Mine & Arao Wealth Creation & Management reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2021 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 1 State Street SPDR MSCI USA Gender Diversity ETF share in Q4 2021.
Mine & Arao Wealth Creation & Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2019 and held it in 8 quarters.
Mine & Arao Wealth Creation & Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $0 in Q3 2021.
92 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2021.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q4 2021, filed 7 Feb 2022.