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

Ameriprise’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	$497K	Sell	3,558 -1,584	-31%	-$211K	﹤0.01%	3591
2025 Q4	$683K	Buy	5,142 +1,483	+41%	+$193K	﹤0.01%	3511
2025 Q3	$466K	Sell	3,659 -1,473	-29%	-$184K	﹤0.01%	3653
2025 Q2	$640K	Buy	5,132 +1,249	+32%	+$145K	﹤0.01%	3442
2025 Q1	$481K	Sell	3,883 -1,365	-26%	-$161K	﹤0.01%	3503
2024 Q4	$607K	Sell	5,248 -144	-3%	-$16.9K	﹤0.01%	3449
2024 Q3	$611K	Buy	5,392 +224	+4%	+$24.7K	﹤0.01%	3416
2024 Q2	$562K	Sell	5,168 -9	-0.2%	-$945	﹤0.01%	3381
2024 Q1	$549K	Sell	5,177 -103	-2%	-$10.4K	﹤0.01%	3388
2023 Q4	$507K	Buy	5,280 +337	+7%	+$29.9K	﹤0.01%	3446
2023 Q3	$416K	Sell	4,943 -93	-2%	-$8.23K	﹤0.01%	3477
2023 Q2	$447K	Sell	5,036 -710	-12%	-$59.8K	﹤0.01%	3485
2023 Q1	$476K	Buy	5,746 +1,093	+23%	+$89.1K	﹤0.01%	3447
2022 Q4	$382K	Sell	4,653 -227	-5%	-$17.9K	﹤0.01%	3506
2022 Q3	$368K	Sell	4,880 -91	-2%	-$7.28K	﹤0.01%	3504
2022 Q2	$377K	Sell	4,971 -975	-16%	-$80.8K	﹤0.01%	3493
2022 Q1	$549K	Sell	5,946 -8,372	-58%	-$773K	﹤0.01%	3454
2021 Q4	$1.46M	Sell	14,318 -2,858	-17%	-$296K	﹤0.01%	3081
2021 Q3	$1.73M	Buy	17,176 +527	+3%	+$54.7K	﹤0.01%	2923
2021 Q2	$1.69M	Buy	16,649 +406	+2%	+$40.2K	﹤0.01%	2996
2021 Q1	$1.54M	Buy	16,243 +2,221	+16%	+$207K	﹤0.01%	2951
2020 Q4	$1.26M	Buy	14,022 +9,048	+182%	+$749K	﹤0.01%	2980
2020 Q3	$381K	Sell	4,974 -2,931	-37%	-$220K	﹤0.01%	3339
2020 Q2	$564K	Buy	+7,905	New	+$534K	﹤0.01%	3156

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

Ameriprise's SHE Position: Q1 2026 in Review

Ameriprise reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 31% in Q1 2026, selling an estimated $211K and leaving 3,558 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #3591.

Ameriprise first reported a position in SHE in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.73M in Q3 2021. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Ameriprise held 3,558 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $497K as of Q1 2026.
Ameriprise sold 1,584 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $211K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3591 holding.
Ameriprise first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2020 and has held it in 24 quarters since.
Ameriprise's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $1.73M in Q3 2021.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.