Next Financial Group’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Next Financial Group’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	$29K	Hold	284	–	–	﹤0.01%	1736
2021 Q3	$29K	Hold	284	–	–	﹤0.01%	1659
2021 Q2	$29K	Buy	284 +40	+16%	+$3.96K	﹤0.01%	1620
2021 Q1	$23K	Hold	244	–	–	﹤0.01%	1592
2020 Q4	$22K	Hold	244	–	–	﹤0.01%	1516
2020 Q3	$19K	Buy	+244	New	+$18.3K	﹤0.01%	1433
2020 Q1	–	Sell	-600	Closed	-$46K	–	2374
2019 Q4	$46K	Hold	600	–	–	﹤0.01%	1222
2019 Q3	$44K	Hold	600	–	–	﹤0.01%	1182
2019 Q2	$44K	Hold	600	–	–	﹤0.01%	1209
2019 Q1	$43K	Sell	600 -300	-33%	-$20.7K	0.01%	777
2018 Q4	$57K	Hold	900	–	–	0.01%	764
2018 Q3	$69K	Buy	+900	New	+$68K	0.03%	466

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

Next Financial Group's SHE Position: Q4 2021 in Review

Next Financial Group held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q4 2021 at 284 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Next Financial Group first reported a position in SHE in Q3 2018 and has held it in 12 quarters since. The position peaked at $69K in Q3 2018. 92 funds tracked by Wall St. Rank hold SHE as of Q4 2021.

Next Financial Group held 284 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $29K as of Q4 2021.
Next Financial Group left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q4 2021.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1736 holding.
Next Financial Group first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2018 and has held it in 12 quarters since.
Next Financial Group's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $69K in Q3 2018.
92 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.