Secure Asset Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,246
Closed -$230K 226
2021
Q4
$230K Buy
2,246
+252
+13% +$26.1K 0.09% 181
2021
Q3
$201K Buy
+1,994
New +$207K 0.1% 171

Other funds holding SHE

Secure Asset Management's SHE Position: Q1 2022 in Review

Secure Asset Management sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2022, closing a stake of 2,246 shares — an estimated $230K sold.

Secure Asset Management first reported a position in SHE in Q3 2021 and held it in 2 quarters. The position peaked at $230K in Q4 2021. 88 funds tracked by Wall St. Rank hold SHE as of Q1 2022.

  • Secure Asset Management reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2022 after selling out during the quarter.
  • Secure Asset Management sold 2,246 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2022, an estimated $230K.
  • Secure Asset Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2021 and held it in 2 quarters.
  • Secure Asset Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $230K 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 Secure Asset Management's 13F filing for Q1 2022, filed 19 Apr 2022.