Spire Wealth 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
-1,375
Closed -$141K 2829
2021
Q4
$141K Buy
1,375
+1,114
+427% +$116K ﹤0.01% 1261
2021
Q3
$26K Hold
261
﹤0.01% 1749
2021
Q2
$27K Sell
261
-1,375
-84% -$136K ﹤0.01% 1754
2021
Q1
$156K Buy
+1,636
New +$152K ﹤0.01% 1176

Other funds holding SHE

Spire Wealth Management's SHE Position: Q1 2022 in Review

Spire Wealth Management sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2022, closing a stake of 1,375 shares — an estimated $141K sold.

Spire Wealth Management first reported a position in SHE in Q1 2021 and held it in 4 quarters. The position peaked at $156K in Q1 2021. 88 funds tracked by Wall St. Rank hold SHE as of Q1 2022.

  • Spire Wealth Management reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,375 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2022, an estimated $141K.
  • Spire Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $156K in Q1 2021.
  • 88 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.