Stonebridge Capital Advisors’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
2023
Q4
Sell
-150
Closed -$12.8K 736
2023
Q3
$12.8K Hold
150
﹤0.01% 572
2023
Q2
$13.2K Buy
+150
New +$12.6K ﹤0.01% 577

Other funds holding SHE

Stonebridge Capital Advisors's SHE Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2023, closing a stake of 150 shares — an estimated $12.8K sold.

Stonebridge Capital Advisors first reported a position in SHE in Q2 2023 and held it in 2 quarters. The position peaked at $13.2K in Q2 2023. 95 funds tracked by Wall St. Rank hold SHE as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 150 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2023, an estimated $12.8K.
  • Stonebridge Capital Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2023 and held it in 2 quarters.
  • Stonebridge Capital Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $13.2K in Q2 2023.
  • 95 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.