Baker Avenue Asset Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Baker Avenue Asset 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 Q2	$244K	Hold	1,578	–	–	﹤0.01%	727
2026 Q1	$202K	Hold	1,578	–	–	﹤0.01%	731
2025 Q4	$208K	Hold	1,578	–	–	﹤0.01%	604
2025 Q3	$201K	Buy	+1,578	New	+$198K	﹤0.01%	591
2023 Q4	–	Sell	-1,578	Closed	-$134K	–	1292
2023 Q3	$134K	Hold	1,578	–	–	0.01%	385
2023 Q2	$139K	Hold	1,578	–	–	0.01%	377
2023 Q1	$131K	Hold	1,578	–	–	0.01%	389
2022 Q4	$124K	Buy	+1,578	New	+$125K	0.01%	378

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

Baker Avenue Asset Management's SHE Position: Q2 2026 in Review

Baker Avenue Asset Management held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 1,578 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Baker Avenue Asset Management first reported a position in SHE in Q4 2022 and has held it in 8 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Baker Avenue Asset Management held 1,578 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $244K as of Q2 2026.
Baker Avenue Asset Management left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #727 holding.
Baker Avenue Asset Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2022 and has held it in 8 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.