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

WrapManager Inc’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
2022
Q3 		– Sell
-3,820
Closed -$290K – 286
2022
Q2 		$290K Buy
3,820
+77
+2% +$6.38K 0.09% 222
2022
Q1 		$345K Buy
3,743
+61
+2% +$5.63K 0.09% 213
2021
Q4 		$376K Buy
3,682
+149
+4% +$15.5K 0.09% 203
2021
Q3 		$357K Buy
3,533
+123
+4% +$12.8K 0.09% 201
2021
Q2 		$346K Sell
3,410
-57
-2% -$5.64K 0.09% 217
2021
Q1 		$329K Buy
+3,467
New +$323K 0.09% 207

Other funds holding SHE

RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

WrapManager Inc's SHE Position: Q3 2022 in Review

WrapManager Inc sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2022, closing a stake of 3,820 shares — an estimated $290K sold.

WrapManager Inc first reported a position in SHE in Q1 2021 and held it in 6 quarters. The position peaked at $376K in Q4 2021. 83 funds tracked by Wall St. Rank hold SHE as of Q3 2022.

  • WrapManager Inc reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q3 2022 after selling out during the quarter.
  • WrapManager Inc sold 3,820 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2022, an estimated $290K.
  • WrapManager Inc first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2021 and held it in 6 quarters.
  • WrapManager Inc's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $376K in Q4 2021.
  • 83 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2022.

Based on WrapManager Inc's 13F filing for Q3 2022, filed 14 Nov 2022.