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

Wealthsimple US’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
2020 Q3	–	Sell	-5,862	Closed	-$417K	–	34
2020 Q2	$417K	Sell	5,862 -2,420	-29%	-$163K	0.32%	22
2020 Q1	$489K	Sell	8,282 -67,349	-89%	-$4.87M	0.43%	21
2019 Q4	$5.84M	Buy	+75,631	New	+$5.68M	4.64%	11

Other funds holding SHE

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CAN

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

Wealthsimple US's SHE Position: Q3 2020 in Review

Wealthsimple US sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2020, closing a stake of 5,862 shares — an estimated $417K sold.

Wealthsimple US first reported a position in SHE in Q4 2019 and held it in 3 quarters. The position peaked at $5.84M in Q4 2019. 58 funds tracked by Wall St. Rank hold SHE as of Q3 2020.

Wealthsimple US reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q3 2020 after selling out during the quarter.
Wealthsimple US sold 5,862 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2020, an estimated $417K.
Wealthsimple US first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2019 and held it in 3 quarters.
Wealthsimple US's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $5.84M in Q4 2019.
58 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2020.

Based on Wealthsimple US's 13F filing for Q3 2020, filed 9 Nov 2020.