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Sheets Smith Wealth Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Sheets Smith Wealth 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
2023
Q4 		– Sell
-230
Closed -$19.6K – 468
2023
Q3 		$19.6K Buy
+230
New +$20.4K ﹤0.01% 433

Other funds holding SHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Sheets Smith Wealth Management's SHE Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2023, closing a stake of 230 shares — an estimated $19.6K sold.

Sheets Smith Wealth Management first reported a position in SHE in Q3 2023 and held it in 1 quarter. The position peaked at $19.6K in Q3 2023. 95 funds tracked by Wall St. Rank hold SHE as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 230 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2023, an estimated $19.6K.
  • Sheets Smith Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $19.6K in Q3 2023.
  • 95 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.