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 Q3	$89.4K	Buy	568 +7	+1%	+$1.1K	﹤0.01%	1273
2026 Q2	$86.6K	Buy	561 +1	+0.2%	+$147	﹤0.01%	1283
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%	1085
2024 Q4	$58.9K	Buy	509 +34	+7%	+$4K	﹤0.01%	1079
2024 Q3	$54K	Buy	475 +416	+705%	+$45.8K	﹤0.01%	925
2024 Q2	$6.42K	Hold	59	–	–	﹤0.01%	1059
2024 Q1	$6.25K	Hold	59	–	–	﹤0.01%	1064
2023 Q4	$5.6K	Hold	59	–	–	﹤0.01%	828
2023 Q3	$5.02K	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

Rock Creek Group Washington, District of Columbia $1.04B AUM 6.61% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

National Philanthropic Trust Jenkintown, Pennsylvania $7.05B AUM 11.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Aptus Capital Advisors's SHE Position: Q3 2026 in Review

Aptus Capital Advisors increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 1.2% in Q3 2026, buying an estimated $1.1K and bringing the position to 568 shares worth $89.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Aptus Capital Advisors first reported a position in SHE in Q3 2019 and has held it in 29 quarters since. 116 funds tracked by Wall St. Rank hold SHE as of Q3 2026.

Aptus Capital Advisors held 568 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $89.4K as of Q3 2026.
Aptus Capital Advisors bought 7 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2026, an estimated $1.1K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #1273 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 29 quarters since.
116 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.