Raymond James & Associates’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Raymond James & Associates’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
2024 Q3	$263K	Buy	2,319 +73	+3%	+$8.04K	﹤0.01%	3471
2024 Q2	$244K	Buy	2,246 +11	+0.5%	+$1.15K	﹤0.01%	3493
2024 Q1	$237K	Sell	2,235 -33	-1%	-$3.32K	﹤0.01%	3525
2023 Q4	$215K	Sell	2,268 -377	-14%	-$33.5K	﹤0.01%	3481
2023 Q3	$225K	Buy	+2,645	New	+$234K	﹤0.01%	3394

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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

Raymond James & Associates's SHE Position: Q3 2024 in Review

Raymond James & Associates increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 3.3% in Q3 2024, buying an estimated $8.04K and bringing the position to 2,319 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #3471.

Raymond James & Associates first reported a position in SHE in Q3 2023 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold SHE as of Q3 2024.

Raymond James & Associates held 2,319 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $263K as of Q3 2024.
Raymond James & Associates bought 73 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2024, an estimated $8.04K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3471 holding.
Raymond James & Associates first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2023 and has held it in 5 quarters since.
101 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.