Northwestern Mutual Wealth Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $134K | Buy |
1,047
+2
| +0.2% | +$266 | ﹤0.01% | 2059 |
|
|
2025
Q4 | $138K | Buy |
1,045
+2
| +0.2% | +$260 | ﹤0.01% | 2011 |
|
|
2025
Q3 | $133K | Sell |
1,043
-246
| -19% | -$30.8K | ﹤0.01% | 1954 |
|
|
2025
Q2 | $161K | Sell |
1,289
-127
| -9% | -$14.8K | ﹤0.01% | 1829 |
|
|
2025
Q1 | $162K | Sell |
1,416
-202
| -12% | -$23.9K | ﹤0.01% | 1757 |
|
|
2024
Q4 | $187K | Sell |
1,618
-41
| -2% | -$4.82K | ﹤0.01% | 1688 |
|
|
2024
Q3 | $188K | Sell |
1,659
-186
| -10% | -$20.5K | ﹤0.01% | 1646 |
|
|
2024
Q2 | $201K | Buy |
1,845
+395
| +27% | +$41.5K | ﹤0.01% | 1566 |
|
|
2024
Q1 | $153K | Buy |
1,450
+2
| +0.1% | +$201 | ﹤0.01% | 1652 |
|
|
2023
Q4 | $138K | Sell |
1,448
-199
| -12% | -$17.7K | ﹤0.01% | 1657 |
|
|
2023
Q3 | $140K | Buy |
1,647
+3
| +0.2% | +$266 | ﹤0.01% | 1579 |
|
|
2023
Q2 | $145K | Buy |
1,644
+3
| +0.2% | +$253 | ﹤0.01% | 1586 |
|
|
2023
Q1 | $136K | Sell |
1,641
-42
| -2% | -$3.42K | ﹤0.01% | 1577 |
|
|
2022
Q4 | $133K | Buy |
1,683
+22
| +1% | +$1.74K | ﹤0.01% | 1554 |
|
|
2022
Q3 | $121K | Buy |
1,661
+68
| +4% | +$5.44K | ﹤0.01% | 1579 |
|
|
2022
Q2 | $121K | Buy |
1,593
+73
| +5% | +$6.05K | ﹤0.01% | 1577 |
|
|
2022
Q1 | $140K | Sell |
1,520
-352
| -19% | -$32.5K | ﹤0.01% | 1574 |
|
|
2021
Q4 | $191K | Buy |
1,872
+34
| +2% | +$3.53K | ﹤0.01% | 1457 |
|
|
2021
Q3 | $186K | Buy |
1,838
+452
| +33% | +$46.9K | ﹤0.01% | 1372 |
|
|
2021
Q2 | $141K | Buy |
1,386
+1
| +0.1% | +$99 | ﹤0.01% | 1460 |
|
|
2021
Q1 | $132K | Buy |
1,385
+1
| +0.1% | +$93 | ﹤0.01% | 1381 |
|
|
2020
Q4 | $124K | Buy |
1,384
+351
| +34% | +$29K | ﹤0.01% | 1318 |
|
|
2020
Q3 | $80K | Hold |
1,033
| – | – | ﹤0.01% | 1349 |
|
|
2020
Q2 | $74K | Buy |
1,033
+560
| +118% | +$37.8K | ﹤0.01% | 1327 |
|
|
2020
Q1 | $28K | Sell |
473
-622
| -57% | -$45K | ﹤0.01% | 1587 |
|
|
2019
Q4 | $85K | Sell |
1,095
-186
| -15% | -$14K | ﹤0.01% | 1246 |
|
|
2019
Q3 | $94K | Sell |
1,281
-653
| -34% | -$48.1K | ﹤0.01% | 1181 |
|
|
2019
Q2 | $143K | Buy |
1,934
+271
| +16% | +$19.5K | ﹤0.01% | 988 |
|
|
2019
Q1 | $118K | Buy |
1,663
+723
| +77% | +$49.8K | ﹤0.01% | 1027 |
|
|
2018
Q4 | $60K | Sell |
940
-335
| -26% | -$23.9K | ﹤0.01% | 1175 |
|
|
2018
Q3 | $98K | Buy |
1,275
+692
| +119% | +$52.3K | ﹤0.01% | 1048 |
|
|
2018
Q2 | $42K | Hold |
583
| – | – | ﹤0.01% | 1317 |
|
|
2018
Q1 | $41K | Buy |
+583
| New | +$41.9K | ﹤0.01% | 1281 |
|
Other funds holding SHE
RCG
FAFN
AFG
GWM
