Private Capital Group’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Private Capital 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	–	Sell	-200	Closed	-$20K	–	2179
2021 Q3	$20K	Hold	200	–	–	﹤0.01%	1089
2021 Q2	$20K	Hold	200	–	–	﹤0.01%	1104
2021 Q1	$19K	Hold	200	–	–	﹤0.01%	1089
2020 Q4	$18K	Hold	200	–	–	﹤0.01%	1226
2020 Q3	$15K	Hold	200	–	–	﹤0.01%	1195
2020 Q2	$14K	Hold	200	–	–	﹤0.01%	1232
2020 Q1	$12K	Buy	+200	New	+$14.5K	﹤0.01%	1215
2019 Q1	–	Sell	-17	Closed	-$1K	–	2303
2018 Q4	$1K	Buy	17 +2	+13%	+$143	﹤0.01%	2088
2018 Q3	$1K	Hold	15	–	–	﹤0.01%	2089
2018 Q2	$1K	Sell	15 -1	-6%	-$72	﹤0.01%	2041
2018 Q1	$1K	Sell	16 -4,984	-100%	-$358K	﹤0.01%	2011
2017 Q4	$1	Buy	+5,000	New	+$356K	﹤0.01%	1967

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

Private Capital Group's SHE Position: Q4 2021 in Review

Private Capital Group sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2021, closing a stake of 200 shares — an estimated $20K sold.

Private Capital Group first reported a position in SHE in Q4 2017 and held it in 12 quarters. The position peaked at $20K in Q3 2021. 92 funds tracked by Wall St. Rank hold SHE as of Q4 2021.

Private Capital Group reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2021 after selling out during the quarter.
Private Capital Group sold 200 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2021, an estimated $20K.
Private Capital Group first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2017 and held it in 12 quarters.
Private Capital Group's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $20K 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 Private Capital Group's 13F filing for Q4 2021, filed 24 Jan 2022.