Syverson Strege & Co’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-55	Closed	-$4.56K	–	516
2023 Q1	$4.56K	Hold	55	–	–	﹤0.01%	353
2022 Q4	$4.32K	Hold	55	–	–	﹤0.01%	231
2022 Q3	$4K	Buy	55 +1	+2%	+$80	﹤0.01%	230
2022 Q2	$4K	Hold	54	–	–	﹤0.01%	273
2022 Q1	$5K	Buy	+54	New	+$4.99K	0.01%	244

Other funds holding SHE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Syverson Strege & Co's SHE Position: Q2 2023 in Review

Syverson Strege & Co sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2023, closing a stake of 55 shares — an estimated $4.56K sold.

Syverson Strege & Co first reported a position in SHE in Q1 2022 and held it in 5 quarters. The position peaked at $5K in Q1 2022. 85 funds tracked by Wall St. Rank hold SHE as of Q2 2023.

Syverson Strege & Co reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 55 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2023, an estimated $4.56K.
Syverson Strege & Co first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2022 and held it in 5 quarters.
Syverson Strege & Co's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $5K in Q1 2022.
85 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.