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Trust Company’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Trust Company’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
2024
Q4 		– Sell
-6
Closed -$690 – 423
2024
Q3 		$690 Hold
6
– – ﹤0.01% 383
2024
Q2 		$660 Hold
6
– – ﹤0.01% 330
2024
Q1 		$643 Buy
+6
New +$603 ﹤0.01% 329

Other funds holding SHE

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Trust Company's SHE Position: Q4 2024 in Review

Trust Company sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2024, closing a stake of 6 shares — an estimated $690 sold.

Trust Company first reported a position in SHE in Q1 2024 and held it in 3 quarters. The position peaked at $690 in Q3 2024. 107 funds tracked by Wall St. Rank hold SHE as of Q4 2024.

  • Trust Company reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2024 after selling out during the quarter.
  • Trust Company sold 6 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2024, an estimated $690.
  • Trust Company first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2024 and held it in 3 quarters.
  • Trust Company's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $690 in Q3 2024.
  • 107 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2024.

Based on Trust Company's 13F filing for Q4 2024, filed 14 Jan 2025.