Aptus Capital Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Aptus Capital Advisors’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	$86.6K	Buy	561 +1	+0.2%	+$147	﹤0.01%	1284
2026 Q1	$71.6K	Buy	560 +28	+5%	+$3.73K	﹤0.01%	1214
2025 Q4	$70.3K	Sell	532 -3	-0.6%	-$390	﹤0.01%	1241
2025 Q3	$68.2K	Buy	535 +2	+0.4%	+$250	﹤0.01%	1193
2025 Q2	$66.6K	Buy	533 +11	+2%	+$1.28K	﹤0.01%	1141
2025 Q1	$59.5K	Buy	522 +13	+3%	+$1.54K	﹤0.01%	1086
2024 Q4	$58.9K	Buy	509 +34	+7%	+$4K	﹤0.01%	1079
2024 Q3	$54K	Buy	475 +416	+705%	+$45.8K	﹤0.01%	923
2024 Q2	$6.42K	Hold	59	–	–	﹤0.01%	1059
2024 Q1	$6.25K	Hold	59	–	–	﹤0.01%	1065
2023 Q4	$5.61K	Hold	59	–	–	﹤0.01%	828
2023 Q3	$5.01K	Hold	59	–	–	﹤0.01%	834
2023 Q2	$5.19K	Hold	59	–	–	﹤0.01%	730
2023 Q1	$4.89K	Hold	59	–	–	﹤0.01%	723
2022 Q4	$4.65K	Sell	59 -51	-46%	-$4.03K	﹤0.01%	727
2022 Q3	$8K	Buy	110 +51	+86%	+$4.08K	﹤0.01%	680
2022 Q2	$4K	Hold	59	–	–	﹤0.01%	624
2022 Q1	$5K	Hold	59	–	–	﹤0.01%	635
2021 Q4	$6K	Hold	59	–	–	﹤0.01%	515
2021 Q3	$6K	Hold	59	–	–	﹤0.01%	487
2021 Q2	$6K	Hold	59	–	–	﹤0.01%	516
2021 Q1	$6K	Hold	59	–	–	﹤0.01%	477
2020 Q4	$5K	Hold	59	–	–	﹤0.01%	436
2020 Q3	$4K	Hold	59	–	–	﹤0.01%	440
2020 Q2	$4K	Hold	59	–	–	﹤0.01%	389
2020 Q1	$3K	Hold	59	–	–	﹤0.01%	391
2019 Q4	$4K	Hold	59	–	–	﹤0.01%	478
2019 Q3	$4K	Buy	+59	New	+$4.35K	﹤0.01%	457

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

Aptus Capital Advisors's SHE Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.18% in Q2 2026, buying an estimated $147 and bringing the position to 561 shares worth $86.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Aptus Capital Advisors first reported a position in SHE in Q3 2019 and has held it in 28 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Aptus Capital Advisors held 561 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $86.6K as of Q2 2026.
Aptus Capital Advisors bought 1 State Street SPDR MSCI USA Gender Diversity ETF share in Q2 2026, an estimated $147.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1284 holding.
Aptus Capital Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2019 and has held it in 28 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.