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

Aprio 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
2026 Q1	$358K	Sell	2,797 -12	-0.4%	-$1.6K	0.02%	447
2025 Q4	$371K	Buy	2,809 +9	+0.3%	+$1.17K	0.02%	380
2025 Q3	$357K	Buy	2,800 +7	+0.3%	+$877	0.04%	289
2025 Q2	$349K	Sell	2,793 -176	-6%	-$20.5K	0.04%	248
2025 Q1	$339K	Sell	2,969 -290	-9%	-$34.3K	0.04%	245
2024 Q4	$377K	Buy	3,259 +12	+0.4%	+$1.41K	0.06%	172
2024 Q3	$369K	Buy	3,247 +3	+0.1%	+$330	0.06%	161
2024 Q2	$353K	Buy	3,244 +124	+4%	+$13K	0.06%	143
2024 Q1	$330K	Sell	3,120 -274	-8%	-$27.5K	0.06%	138
2023 Q4	$322K	Buy	3,394 +37	+1%	+$3.29K	0.07%	126
2023 Q3	$285K	Buy	3,357 +79	+2%	+$6.99K	0.08%	119
2023 Q2	$289K	Buy	3,278 +85	+3%	+$7.16K	0.08%	110
2023 Q1	$265K	Buy	3,193 +624	+24%	+$50.9K	0.08%	114
2022 Q4	$202K	Buy	+2,569	New	+$203K	0.07%	120

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

Aprio Wealth Management's SHE Position: Q1 2026 in Review

Aprio Wealth Management reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.43% in Q1 2026, selling an estimated $1.6K and leaving 2,797 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #447.

Aprio Wealth Management first reported a position in SHE in Q4 2022 and has held it in 14 quarters since. The position peaked at $377K in Q4 2024. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Aprio Wealth Management held 2,797 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $358K as of Q1 2026.
Aprio Wealth Management sold 12 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $1.6K.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.02% of Aprio Wealth Management's portfolio in Q1 2026, its #447 holding.
Aprio Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2022 and has held it in 14 quarters since.
Aprio Wealth Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $377K in Q4 2024.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.