Aprio Wealth Management
SHE icon

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
Q3 		$656K Buy
4,169
+1,385
+50% +$217K 0.03% 339
2026
Q2 		$430K Sell
2,784
-13
-0.5% -$1.91K 0.02% 418
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

Rock Creek Group
Rock Creek Group Washington, District of Columbia $1.04B AUM 6.61% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Aprio Wealth Management's SHE Position: Q3 2026 in Review

Aprio Wealth Management increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 50% in Q3 2026, buying an estimated $217K and bringing the position to 4,169 shares worth $656K. The position accounts for 0.03% of the portfolio, ranked #339.

Aprio Wealth Management first reported a position in SHE in Q4 2022 and has held it in 16 quarters since. 104 funds tracked by Wall St. Rank hold SHE as of Q3 2026.

  • Aprio Wealth Management held 4,169 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $656K as of Q3 2026.
  • Aprio Wealth Management bought 1,385 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2026, an estimated $217K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #339 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 16 quarters since.
  • 104 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.