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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
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 $988M AUM 8.89% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Albion Financial Group's SHE Position: Q1 2026 in Review

Albion Financial Group reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.84% in Q1 2026, selling an estimated $50.6K and leaving 44,692 shares worth $5.71M. The position accounts for 0.37% of the portfolio, ranked #58.

Albion Financial Group first reported a position in SHE in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.95M in Q4 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

  • Albion Financial Group held 44,692 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $5.71M as of Q1 2026.
  • Albion Financial Group sold 380 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $50.6K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up 0.37% of Albion Financial Group's portfolio in Q1 2026, its #58 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 25 quarters since.
  • Albion Financial Group's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $5.95M in Q4 2025.
  • 126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.