Money Concepts Capital’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Money Concepts Capital’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
2023 Q2	–	Sell	-22,116	Closed	-$805K	–	460
2023 Q1	$805K	Buy	22,116 +20,168	+1,035%	+$1.64M	0.04%	245
2022 Q4	$153K	Buy	1,948 +219	+13%	+$17.3K	0.01%	796
2022 Q3	$126K	Sell	1,729 -19	-1%	-$1.52K	0.01%	526
2022 Q2	$134K	Sell	1,748 -114	-6%	-$9.45K	0.01%	507
2022 Q1	$172K	Buy	1,862 +81	+5%	+$7.48K	0.01%	797
2021 Q4	$182K	Buy	+1,781	New	+$185K	0.02%	502
2021 Q1	$165K	Buy	1,735 +1	+0.1%	+$93	0.01%	479
2020 Q4	$155K	Buy	+1,734	New	+$143K	0.01%	436

Other funds holding SHE

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

Money Concepts Capital's SHE Position: Q2 2023 in Review

Money Concepts Capital sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2023, closing a stake of 22,116 shares — an estimated $805K sold.

Money Concepts Capital first reported a position in SHE in Q4 2020 and held it in 8 quarters. The position peaked at $805K in Q1 2023. 85 funds tracked by Wall St. Rank hold SHE as of Q2 2023.

Money Concepts Capital reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2023 after selling out during the quarter.
Money Concepts Capital sold 22,116 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2023, an estimated $805K.
Money Concepts Capital first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2020 and held it in 8 quarters.
Money Concepts Capital's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $805K in Q1 2023.
85 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.