Valeo Financial Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Valeo Financial Advisors’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 Q2	–	Sell	-7	Closed	-$1K	–	1592
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	1930
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	1609
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	1518
2020 Q2	$0	Hold	7	–	–	﹤0.01%	2138
2020 Q1	$0	Hold	7	–	–	﹤0.01%	1901
2019 Q4	$1K	Buy	+7	New	+$526	﹤0.01%	1567

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

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

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

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

AFG

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

Valeo Financial Advisors's SHE Position: Q2 2021 in Review

Valeo Financial Advisors sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2021, closing a stake of 7 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in SHE in Q4 2019 and held it in 6 quarters. The position peaked at $1K in Q1 2021. 83 funds tracked by Wall St. Rank hold SHE as of Q2 2021.

Valeo Financial Advisors reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 7 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2019 and held it in 6 quarters.
Valeo Financial Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $1K in Q1 2021.
83 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.