Security National Bank’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
2025
Q1
Sell
-467
Closed -$54.1K 333
2024
Q4
$54.1K Hold
467
0.01% 209
2024
Q3
$53K Hold
467
0.01% 195
2024
Q2
$50.8K Hold
467
0.01% 195
2024
Q1
$49.4K Hold
467
0.01% 194
2023
Q4
$44.4K Buy
+467
New +$41.5K 0.01% 201

Other funds holding SHE

Security National Bank's SHE Position: Q1 2025 in Review

Security National Bank sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2025, closing a stake of 467 shares — an estimated $54.1K sold.

Security National Bank first reported a position in SHE in Q4 2023 and held it in 5 quarters. The position peaked at $54.1K in Q4 2024. 108 funds tracked by Wall St. Rank hold SHE as of Q1 2025.

  • Security National Bank reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2025 after selling out during the quarter.
  • Security National Bank sold 467 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2025, an estimated $54.1K.
  • Security National Bank first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2023 and held it in 5 quarters.
  • Security National Bank's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $54.1K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2025.

Based on Security National Bank's 13F filing for Q1 2025, filed 23 Apr 2025.