Romano Brothers & Co’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Romano Brothers & Co’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 Q1	–	Sell	-200	Closed	-$15.8K	–	852
2022 Q4	$15.8K	Buy	+200	New	+$15.8K	﹤0.01%	654

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

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

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WWA

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

Romano Brothers & Co's SHE Position: Q1 2023 in Review

Romano Brothers & Co sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2023, closing a stake of 200 shares — an estimated $15.8K sold.

Romano Brothers & Co first reported a position in SHE in Q4 2022 and held it in 1 quarter. The position peaked at $15.8K in Q4 2022. 89 funds tracked by Wall St. Rank hold SHE as of Q1 2023.

Romano Brothers & Co reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 200 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2023, an estimated $15.8K.
Romano Brothers & Co first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $15.8K in Q4 2022.
89 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.