RJFSA
SHE icon

Raymond James Financial Services Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Raymond James Financial Services Advisors’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 		$434K Buy
3,821
+43
+1% +$4.74K ﹤0.01% 2719
2024
Q2 		$411K Sell
3,778
-68
-2% -$7.14K ﹤0.01% 2674
2024
Q1 		$407K Sell
3,846
-1
-0% -$101 ﹤0.01% 2664
2023
Q4 		$365K Sell
3,847
-3,331
-46% -$296K ﹤0.01% 2615
2023
Q3 		$610K Buy
7,178
+514
+8% +$45.5K ﹤0.01% 2202
2023
Q2 		$587K Buy
6,664
+23
+0.3% +$1.94K ﹤0.01% 2252
2023
Q1 		$551K Sell
6,641
-45
-0.7% -$3.67K ﹤0.01% 2271
2022
Q4 		$527K Buy
6,686
+2,292
+52% +$181K ﹤0.01% 2233
2022
Q3 		$320K Buy
+4,394
New +$352K ﹤0.01% 2528
2022
Q2 		– Sell
-2,652
Closed -$245K – 3409
2022
Q1 		$245K Buy
2,652
+87
+3% +$8.03K ﹤0.01% 2854
2021
Q4 		$262K Buy
+2,565
New +$266K ﹤0.01% 2805
2020
Q1 		– Sell
-5,029
Closed -$389K – 2796
2019
Q4 		$389K Buy
5,029
+250
+5% +$18.8K ﹤0.01% 2144
2019
Q3 		$351K Sell
4,779
-252
-5% -$18.6K ﹤0.01% 2144
2019
Q2 		$371K Buy
5,031
+276
+6% +$19.9K ﹤0.01% 2126
2019
Q1 		$338K Buy
4,755
+391
+9% +$26.9K ﹤0.01% 2162
2018
Q4 		$278K Buy
4,364
+75
+2% +$5.35K ﹤0.01% 2047
2018
Q3 		$329K Buy
+4,289
New +$324K ﹤0.01% 2216

Other funds holding SHE

RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Cetera Investment Advisers
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 Financial Services Advisors's SHE Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 1.1% in Q3 2024, buying an estimated $4.74K and bringing the position to 3,821 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #2719.

Raymond James Financial Services Advisors first reported a position in SHE in Q3 2018 and has held it in 17 quarters since. The position peaked at $610K in Q3 2023. 101 funds tracked by Wall St. Rank hold SHE as of Q3 2024.

  • Raymond James Financial Services Advisors held 3,821 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $434K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 43 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2024, an estimated $4.74K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2719 holding.
  • Raymond James Financial Services Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2018 and has held it in 17 quarters since.
  • Raymond James Financial Services Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $610K in Q3 2023.
  • 101 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.