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Strategic Blueprint’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Strategic Blueprint’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
2021
Q3 		– Sell
-97
Closed -$10K – 1153
2021
Q2 		$10K Buy
+97
New +$9.61K ﹤0.01% 969

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Strategic Blueprint's SHE Position: Q3 2021 in Review

Strategic Blueprint sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2021, closing a stake of 97 shares — an estimated $10K sold.

Strategic Blueprint first reported a position in SHE in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 87 funds tracked by Wall St. Rank hold SHE as of Q3 2021.

  • Strategic Blueprint reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 97 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2021, an estimated $10K.
  • Strategic Blueprint first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $10K in Q2 2021.
  • 87 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.