Private Capital Management (Colorado)’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Private Capital Management (Colorado)’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 Q2	–	Sell	-225	Closed	-$18.7K	–	221
2023 Q1	$18.7K	Buy	+225	New	+$18.3K	0.01%	189

Other funds holding SHE

Morgan Stanley New York $1.66T AUM 25.57% 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

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 $1.73B AUM 20.99% 1-Year Est. Return

WWA

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

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

Private Capital Management (Colorado)'s SHE Position: Q2 2023 in Review

Private Capital Management (Colorado) sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2023, closing a stake of 225 shares — an estimated $18.7K sold.

Private Capital Management (Colorado) first reported a position in SHE in Q1 2023 and held it in 1 quarter. The position peaked at $18.7K in Q1 2023. 85 funds tracked by Wall St. Rank hold SHE as of Q2 2023.

Private Capital Management (Colorado) reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2023 after selling out during the quarter.
Private Capital Management (Colorado) sold 225 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2023, an estimated $18.7K.
Private Capital Management (Colorado) first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2023 and held it in 1 quarter.
Private Capital Management (Colorado)'s State Street SPDR MSCI USA Gender Diversity ETF position peaked at $18.7K in Q1 2023.
85 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2023.

Based on Private Capital Management (Colorado)'s 13F filing for Q2 2023, filed 3 Aug 2023.