Pathstone Family Office’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Pathstone Family Office’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 Q3	$209K	Buy	+1,857	New	+$164K	﹤0.01%	1496

Other funds holding SHE

RCG

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.55B AUM 19.86% 1-Year Est. Return

WWA

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

Pathstone Family Office's SHE Position: Q3 2023 in Review

Pathstone Family Office opened a new position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2023: 1,857 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1496 among its holdings.

92 funds tracked by Wall St. Rank hold SHE as of Q3 2023.

Pathstone Family Office held 1,857 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $209K as of Q3 2023.
State Street SPDR MSCI USA Gender Diversity ETF was a new Pathstone Family Office position in Q3 2023.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1496 holding.
92 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.