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

Atticus 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
2025 Q3	–	Sell	-886	Closed	-$111K	–	550
2025 Q2	$111K	Buy	886 +3	+0.3%	+$349	0.03%	235
2025 Q1	$101K	Buy	883 +2	+0.2%	+$236	0.03%	161
2024 Q4	$102K	Buy	881 +3	+0.3%	+$352	0.03%	164
2024 Q3	$99.7K	Buy	878 +3	+0.3%	+$330	0.03%	171
2024 Q2	$95.2K	Sell	875 -147	-14%	-$15.4K	0.03%	172
2024 Q1	$108K	Buy	1,022 +2	+0.2%	+$201	0.04%	161
2023 Q4	$96.9K	Buy	1,020 +3	+0.3%	+$266	0.03%	174
2023 Q3	$86.4K	Buy	1,017 +4	+0.4%	+$354	0.03%	187
2023 Q2	$89.2K	Buy	1,013 +4	+0.4%	+$337	0.03%	189
2023 Q1	$83.6K	Buy	1,009 +4	+0.4%	+$326	0.03%	193
2022 Q4	$79.2K	Buy	+1,005	New	+$79.4K	0.03%	200

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Atticus Wealth Management's SHE Position: Q3 2025 in Review

Atticus Wealth Management sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2025, closing a stake of 886 shares — an estimated $111K sold.

Atticus Wealth Management first reported a position in SHE in Q4 2022 and held it in 11 quarters. The position peaked at $111K in Q2 2025. 116 funds tracked by Wall St. Rank hold SHE as of Q3 2025.

Atticus Wealth Management reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 886 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2025, an estimated $111K.
Atticus Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2022 and held it in 11 quarters.
Atticus Wealth Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $111K in Q2 2025.
116 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.