AllSquare Wealth Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

AllSquare Wealth Management’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
2025 Q3	$5.99K	Hold	47	–	–	﹤0.01%	422
2025 Q2	$5.87K	Hold	47	–	–	﹤0.01%	423
2025 Q1	$5.36K	Hold	47	–	–	﹤0.01%	428
2024 Q4	$5.44K	Hold	47	–	–	﹤0.01%	427
2024 Q3	$5.34K	Hold	47	–	–	﹤0.01%	430
2024 Q2	$5.11K	Hold	47	–	–	﹤0.01%	424
2024 Q1	$4.97K	Hold	47	–	–	﹤0.01%	423
2023 Q4	$4.46K	Hold	47	–	–	﹤0.01%	432
2023 Q3	$4K	Hold	47	–	–	﹤0.01%	437
2023 Q2	$3.92K	Hold	47	–	–	﹤0.01%	454
2023 Q1	$3.9K	Hold	47	–	–	﹤0.01%	449
2022 Q4	$3.7K	Hold	47	–	–	﹤0.01%	438
2022 Q3	$3K	Hold	47	–	–	﹤0.01%	443
2022 Q2	$4K	Hold	47	–	–	﹤0.01%	437
2022 Q1	$4K	Hold	47	–	–	﹤0.01%	437
2021 Q4	$5K	Hold	47	–	–	﹤0.01%	423
2021 Q3	$5K	Hold	47	–	–	﹤0.01%	413
2021 Q2	$5K	Hold	47	–	–	﹤0.01%	428
2021 Q1	$4K	Hold	47	–	–	﹤0.01%	435
2020 Q4	$4K	Hold	47	–	–	﹤0.01%	397
2020 Q3	$4K	Hold	47	–	–	﹤0.01%	399
2020 Q2	$3K	Hold	47	–	–	﹤0.01%	415
2020 Q1	$3K	Hold	47	–	–	﹤0.01%	392
2019 Q4	$4K	Hold	47	–	–	﹤0.01%	387
2019 Q3	$3K	Hold	47	–	–	﹤0.01%	403
2019 Q2	$3K	Hold	47	–	–	﹤0.01%	414
2019 Q1	$3K	Hold	47	–	–	﹤0.01%	418
2018 Q4	$3K	Hold	47	–	–	﹤0.01%	408
2018 Q3	$4K	Hold	47	–	–	﹤0.01%	420
2018 Q2	$3K	Hold	47	–	–	﹤0.01%	435
2018 Q1	$3K	Hold	47	–	–	﹤0.01%	357
2017 Q4	$3K	Hold	47	–	–	﹤0.01%	346
2017 Q3	$3K	Hold	47	–	–	﹤0.01%	329
2017 Q2	$3K	Hold	47	–	–	﹤0.01%	156
2017 Q1	$3K	Hold	47	–	–	﹤0.01%	321
2016 Q4	$3K	Buy	+47	New	+$3.01K	﹤0.01%	301

Other funds holding SHE

RCG

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

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

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

FAFN

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

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

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

AllSquare Wealth Management's SHE Position: Q3 2025 in Review

AllSquare Wealth Management held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q3 2025 at 47 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

AllSquare Wealth Management first reported a position in SHE in Q4 2016 and has held it in 36 quarters since. 116 funds tracked by Wall St. Rank hold SHE as of Q3 2025.

AllSquare Wealth Management held 47 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $5.99K as of Q3 2025.
AllSquare Wealth Management left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q3 2025.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #422 holding.
AllSquare Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2016 and has held it in 36 quarters since.
116 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.