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

Allworth 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 Q2	$2.8K	Sell	18 -67	-79%	-$9.86K	﹤0.01%	4379
2026 Q1	$10.9K	Buy	85 +78	+1,114%	+$10.4K	﹤0.01%	3447
2025 Q4	$925	Hold	7	–	–	﹤0.01%	4382
2025 Q3	$893	Hold	7	–	–	﹤0.01%	4286
2025 Q2	$874	Sell	7 -5	-42%	-$582	﹤0.01%	3994
2025 Q1	$1.34K	Buy	12 +5	+71%	+$591	﹤0.01%	3365
2024 Q4	$835	Hold	7	–	–	﹤0.01%	3460
2024 Q3	$796	Hold	7	–	–	﹤0.01%	3299
2024 Q2	$766	Hold	7	–	–	﹤0.01%	3256
2024 Q1	$742	Sell	7 -1	-13%	-$101	﹤0.01%	3169
2023 Q4	$760	Sell	8 -4,565	-100%	-$405K	﹤0.01%	3040
2023 Q3	$389K	Buy	+4,573	New	+$405K	﹤0.01%	540
2023 Q1	–	Hold	0	–	–	–	3151

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

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 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

Allworth Financial's SHE Position: Q2 2026 in Review

Allworth Financial reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 79% in Q2 2026, selling an estimated $9.86K and leaving 18 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4379.

Allworth Financial first reported a position in SHE in Q3 2023 and has held it in 12 quarters since. The position peaked at $389K in Q3 2023. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Allworth Financial held 18 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $2.8K as of Q2 2026.
Allworth Financial sold 67 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $9.86K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4379 holding.
Allworth Financial first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2023 and has held it in 12 quarters since.
Allworth Financial's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $389K in Q3 2023.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.