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

Abound Financial’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
2026 Q1	$227K	Sell	1,780 -108	-6%	-$14.4K	0.1%	56
2025 Q4	$249K	Sell	1,888 -80	-4%	-$10.4K	0.1%	55
2025 Q3	$251K	Buy	1,968 +10	+0.5%	+$1.25K	0.1%	61
2025 Q2	$244K	Sell	1,958 -308	-14%	-$35.8K	0.11%	59
2025 Q1	$259K	Sell	2,266 -431	-16%	-$50.9K	0.13%	56
2024 Q4	$312K	Buy	+2,697	New	+$317K	0.16%	55

Other funds holding SHE

RCG

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

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

Abound Financial's SHE Position: Q1 2026 in Review

Abound Financial reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 5.7% in Q1 2026, selling an estimated $14.4K and leaving 1,780 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #56.

Abound Financial first reported a position in SHE in Q4 2024 and has held it in 6 quarters since. The position peaked at $312K in Q4 2024. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Abound Financial held 1,780 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $227K as of Q1 2026.
Abound Financial sold 108 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $14.4K.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.1% of Abound Financial's portfolio in Q1 2026, its #56 holding.
Abound Financial first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2024 and has held it in 6 quarters since.
Abound Financial's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $312K in Q4 2024.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.