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

Veritable’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 Q3	–	Sell	-2,841	Closed	-$250K	–	664
2023 Q2	$250K	Hold	2,841	–	–	﹤0.01%	761
2023 Q1	$236K	Hold	2,841	–	–	﹤0.01%	778
2022 Q4	$224K	Hold	2,841	–	–	﹤0.01%	770
2022 Q3	$207K	Hold	2,841	–	–	﹤0.01%	736
2022 Q2	$216K	Hold	2,841	–	–	﹤0.01%	788
2022 Q1	$262K	Buy	+2,841	New	+$262K	﹤0.01%	765

Other funds holding SHE

RCG

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Veritable's SHE Position: Q3 2023 in Review

Veritable sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2023, closing a stake of 2,841 shares — an estimated $250K sold.

Veritable first reported a position in SHE in Q1 2022 and held it in 6 quarters. The position peaked at $262K in Q1 2022. 92 funds tracked by Wall St. Rank hold SHE as of Q3 2023.

Veritable reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 2,841 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2023, an estimated $250K.
Veritable first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2022 and held it in 6 quarters.
Veritable's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $262K in Q1 2022.
92 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.