Personal Wealth Partners’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Personal Wealth Partners’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
2020 Q2	–	Sell	-5,792	Closed	-$342K	–	68
2020 Q1	$342K	Hold	5,792	–	–	0.21%	46
2019 Q4	$447K	Hold	5,792	–	–	0.19%	41
2019 Q3	$426K	Hold	5,792	–	–	0.2%	45
2019 Q2	$427K	Hold	5,792	–	–	0.2%	40
2019 Q1	$411K	Hold	5,792	–	–	0.22%	42
2018 Q4	$369K	Buy	+5,792	New	+$413K	0.23%	27

Other funds holding SHE

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Personal Wealth Partners's SHE Position: Q2 2020 in Review

Personal Wealth Partners sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2020, closing a stake of 5,792 shares — an estimated $342K sold.

Personal Wealth Partners first reported a position in SHE in Q4 2018 and held it in 6 quarters. The position peaked at $447K in Q4 2019. 62 funds tracked by Wall St. Rank hold SHE as of Q2 2020.

Personal Wealth Partners reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2020 after selling out during the quarter.
Personal Wealth Partners sold 5,792 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2020, an estimated $342K.
Personal Wealth Partners first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2018 and held it in 6 quarters.
Personal Wealth Partners's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $447K in Q4 2019.
62 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2020.

Based on Personal Wealth Partners's 13F filing for Q2 2020, filed 6 Aug 2020.