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Montag & Associates’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Montag & Associates’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
-8
Closed -$1K – 909
2021
Q3 		$1K Hold
8
– – ﹤0.01% 855
2021
Q2 		$1K Hold
8
– – ﹤0.01% 847
2021
Q1 		$1K Buy
+8
New +$745 ﹤0.01% 846

Other funds holding SHE

Morgan Stanley
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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Montag & Associates's SHE Position: Q4 2021 in Review

Montag & Associates sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2021, closing a stake of 8 shares — an estimated $1K sold.

Montag & Associates first reported a position in SHE in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 92 funds tracked by Wall St. Rank hold SHE as of Q4 2021.

  • Montag & Associates reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2021 after selling out during the quarter.
  • Montag & Associates sold 8 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2021, an estimated $1K.
  • Montag & Associates first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2021 and held it in 3 quarters.
  • Montag & Associates's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $1K 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 Montag & Associates's 13F filing for Q4 2021, filed 9 Feb 2022.