US Financial 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
2025
Q1
$498K Buy
4,363
+195
+5% +$23K 0.15% 58
2024
Q4
$483K Sell
4,168
-3
-0.1% -$352 0.15% 53
2024
Q3
$474K Sell
4,171
-831
-17% -$91.5K 0.15% 54
2024
Q2
$544K Sell
5,002
-74
-1% -$7.77K 0.18% 52
2024
Q1
$537K Buy
5,076
+204
+4% +$20.5K 0.19% 50
2023
Q4
$463K Buy
4,872
+339
+7% +$30.1K 0.17% 50
2023
Q3
$385K Buy
4,533
+395
+10% +$35K 0.16% 55
2023
Q2
$364K Sell
4,138
-271
-6% -$22.8K 0.15% 51
2023
Q1
$366K Buy
4,409
+135
+3% +$11K 0.16% 55
2022
Q4
$337K Buy
+4,274
New +$337K 0.17% 54

Other funds holding SHE

US Financial Advisors's SHE Position: Q1 2025 in Review

US Financial Advisors increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 4.7% in Q1 2025, buying an estimated $23K and bringing the position to 4,363 shares worth $498K. The position accounts for 0.15% of the portfolio, ranked #58.

US Financial Advisors first reported a position in SHE in Q4 2022 and has held it in 10 quarters since. The position peaked at $544K in Q2 2024. 108 funds tracked by Wall St. Rank hold SHE as of Q1 2025.

  • US Financial Advisors held 4,363 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $498K as of Q1 2025.
  • US Financial Advisors bought 195 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2025, an estimated $23K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up 0.15% of US Financial Advisors's portfolio in Q1 2025, its #58 holding.
  • US Financial Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2022 and has held it in 10 quarters since.
  • US Financial Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $544K in Q2 2024.
  • 108 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.