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

Albion Financial Group’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 Q2	$7.17M	Buy	46,408 +1,716	+4%	+$252K	0.42%	56
2026 Q1	$5.71M	Sell	44,692 -380	-0.8%	-$50.6K	0.37%	58
2025 Q4	$5.95M	Sell	45,072 -1,312	-3%	-$170K	0.37%	58
2025 Q3	$5.91M	Buy	46,384 +10,955	+31%	+$1.37M	0.36%	61
2025 Q2	$4.42M	Buy	35,429 +139	+0.4%	+$16.2K	0.29%	67
2025 Q1	$4.03M	Buy	35,290 +4,053	+13%	+$479K	0.28%	70
2024 Q4	$3.62M	Buy	31,237 +390	+1%	+$45.8K	0.25%	71
2024 Q3	$3.5M	Sell	30,847 -171	-0.6%	-$18.8K	0.24%	71
2024 Q2	$3.37M	Buy	31,018 +304	+1%	+$31.9K	0.25%	67
2024 Q1	$3.25M	Buy	30,714 +540	+2%	+$54.3K	0.25%	68
2023 Q4	$2.87M	Buy	30,174 +80	+0.3%	+$7.11K	0.24%	68
2023 Q3	$2.56M	Buy	30,094 +3,284	+12%	+$291K	0.24%	69
2023 Q2	$2.36M	Sell	26,810 -1,671	-6%	-$141K	0.21%	73
2023 Q1	$2.36M	Buy	28,481 +755	+3%	+$61.6K	0.22%	72
2022 Q4	$2.18M	Sell	27,726 -962	-3%	-$76K	0.21%	73
2022 Q3	$2.09M	Buy	28,688 +5,986	+26%	+$479K	0.22%	74
2022 Q2	$1.72M	Buy	22,702 +699	+3%	+$58K	0.17%	83
2022 Q1	$2.03M	Sell	22,003 -177	-0.8%	-$16.3K	0.17%	81
2021 Q4	$2.27M	Buy	22,180 +254	+1%	+$26.3K	0.18%	84
2021 Q3	$2.21M	Buy	21,926 +483	+2%	+$50.1K	0.19%	84
2021 Q2	$2.18M	Buy	+21,443	New	+$2.12M	0.19%	83
2020 Q4	$1.21M	Buy	13,542 +3,694	+38%	+$306K	0.12%	94
2020 Q3	$755K	Buy	9,848 +669	+7%	+$50.2K	0.08%	121
2020 Q2	$653K	Buy	9,179 +200	+2%	+$13.5K	0.08%	129
2020 Q1	$530K	Buy	8,979 +4,590	+105%	+$332K	0.08%	126
2019 Q4	$339K	Buy	+4,389	New	+$330K	0.04%	165

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Albion Financial Group's SHE Position: Q2 2026 in Review

Albion Financial Group increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 3.8% in Q2 2026, buying an estimated $252K and bringing the position to 46,408 shares worth $7.17M. The position accounts for 0.42% of the portfolio, ranked #56.

Albion Financial Group first reported a position in SHE in Q4 2019 and has held it in 26 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Albion Financial Group held 46,408 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $7.17M as of Q2 2026.
Albion Financial Group bought 1,716 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $252K.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.42% of Albion Financial Group's portfolio in Q2 2026, its #56 holding.
Albion Financial Group first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2019 and has held it in 26 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.