RIM
SHE icon

Rockbridge Investment Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Rockbridge Investment Management’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
2022
Q1 		– Sell
-55
Closed -$6K – 844
2021
Q4 		$6K Hold
55
– – ﹤0.01% 645
2021
Q3 		$6K Hold
55
– – ﹤0.01% 594
2021
Q2 		$6K Buy
+55
New +$5.45K ﹤0.01% 593

Other funds holding SHE

RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Rockbridge Investment Management's SHE Position: Q1 2022 in Review

Rockbridge Investment Management sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2022, closing a stake of 55 shares — an estimated $6K sold.

Rockbridge Investment Management first reported a position in SHE in Q2 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2021. 88 funds tracked by Wall St. Rank hold SHE as of Q1 2022.

  • Rockbridge Investment Management reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 55 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2022, an estimated $6K.
  • Rockbridge Investment Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2021 and held it in 3 quarters.
  • Rockbridge Investment Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $6K in Q4 2021.
  • 88 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2022.

Based on Rockbridge Investment Management's 13F filing for Q1 2022, filed 28 May 2024.