Bank Julius Baer & Co’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Bank Julius Baer & Co’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 Q4	–	Sell	-15	Closed	-$1.91K	–	701
2025 Q3	$1.91K	Buy	+15	New	+$1.88K	﹤0.01%	649

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Bank Julius Baer & Co's SHE Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2025, closing a stake of 15 shares — an estimated $1.91K sold.

Bank Julius Baer & Co first reported a position in SHE in Q3 2025 and held it in 1 quarter. The position peaked at $1.91K in Q3 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q4 2025.

Bank Julius Baer & Co reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2025 after selling out during the quarter.
Bank Julius Baer & Co sold 15 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2025, an estimated $1.91K.
Bank Julius Baer & Co first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2025 and held it in 1 quarter.
Bank Julius Baer & Co's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $1.91K in Q3 2025.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.