Bank of America’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Bank of America’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 Q1	$5.8M	Sell	45,418 -1,722	-4%	-$229K	﹤0.01%	3345
2025 Q4	$6.23M	Sell	47,140 -4,207	-8%	-$547K	﹤0.01%	3211
2025 Q3	$6.54M	Sell	51,347 -1,438	-3%	-$180K	﹤0.01%	3746
2025 Q2	$6.59M	Buy	52,785 +6,344	+14%	+$738K	﹤0.01%	3624
2025 Q1	$5.3M	Buy	46,441 +3,082	+7%	+$364K	﹤0.01%	3744
2024 Q4	$5.02M	Sell	43,359 -2,831	-6%	-$333K	﹤0.01%	3584
2024 Q3	$5.25M	Sell	46,190 -5,021	-10%	-$553K	﹤0.01%	3697
2024 Q2	$5.57M	Sell	51,211 -3,376	-6%	-$354K	﹤0.01%	3518
2024 Q1	$5.78M	Buy	54,587 +1,036	+2%	+$104K	﹤0.01%	3479
2023 Q4	$5.09M	Buy	53,551 +1,737	+3%	+$154K	﹤0.01%	3539
2023 Q3	$4.4M	Sell	51,814 -995	-2%	-$88.1K	﹤0.01%	3521
2023 Q2	$4.65M	Sell	52,809 -560	-1%	-$47.2K	﹤0.01%	3482
2023 Q1	$4.42M	Sell	53,369 -212	-0.4%	-$17.3K	﹤0.01%	3643
2022 Q4	$4.22M	Sell	53,581 -3,538	-6%	-$279K	﹤0.01%	3547
2022 Q3	$4.16M	Sell	57,119 -360	-0.6%	-$28.8K	﹤0.01%	3529
2022 Q2	$4.36M	Sell	57,479 -463	-0.8%	-$38.4K	﹤0.01%	3553
2022 Q1	$5.35M	Buy	57,942 +877	+2%	+$81K	﹤0.01%	3547
2021 Q4	$5.83M	Buy	57,065 +2,035	+4%	+$211K	﹤0.01%	3500
2021 Q3	$5.56M	Buy	55,030 +8,221	+18%	+$853K	﹤0.01%	3466
2021 Q2	$4.76M	Buy	46,809 +670	+1%	+$66.3K	﹤0.01%	3556
2021 Q1	$4.38M	Sell	46,139 -7,985	-15%	-$744K	﹤0.01%	3532
2020 Q4	$4.85M	Sell	54,124 -259	-0.5%	-$21.4K	﹤0.01%	3156
2020 Q3	$4.17M	Sell	54,383 -6,545	-11%	-$491K	﹤0.01%	3081
2020 Q2	$4.33M	Sell	60,928 -287	-0.5%	-$19.4K	﹤0.01%	2959
2020 Q1	$3.61M	Sell	61,215 -29,667	-33%	-$2.14M	﹤0.01%	2977
2019 Q4	$7.02M	Sell	90,882 -30,046	-25%	-$2.26M	﹤0.01%	2908
2019 Q3	$8.88M	Sell	120,928 -483,294	-80%	-$35.6M	﹤0.01%	2627
2019 Q2	$44.6M	Buy	604,222 +143,229	+31%	+$10.3M	0.01%	1211
2019 Q1	$32.7M	Buy	460,993 +217,846	+90%	+$15M	0.01%	1437
2018 Q4	$15.5M	Buy	243,147 +112,027	+85%	+$7.99M	﹤0.01%	1894
2018 Q3	$10.1M	Buy	131,120 +63,784	+95%	+$4.82M	﹤0.01%	2475
2018 Q2	$4.87M	Buy	67,336 +23,835	+55%	+$1.71M	﹤0.01%	3174
2018 Q1	$3.05M	Sell	43,501 -1,362	-3%	-$97.9K	﹤0.01%	3527
2017 Q4	$3.18M	Buy	44,863 +19,312	+76%	+$1.37M	﹤0.01%	3543
2017 Q3	$1.78M	Sell	25,551 -2,109	-8%	-$143K	﹤0.01%	4073
2017 Q2	$1.85M	Sell	27,660 -204	-0.7%	-$13.5K	﹤0.01%	3950
2017 Q1	$1.82M	Buy	27,864 +2,073	+8%	+$134K	﹤0.01%	3948
2016 Q4	$1.61M	Buy	25,791 +20,862	+423%	+$1.34M	﹤0.01%	3951
2016 Q3	$316K	Sell	4,929 -204	-4%	-$13.2K	﹤0.01%	4917
2016 Q2	$321K	Buy	5,133 +1,001	+24%	+$62.4K	﹤0.01%	4952
2016 Q1	$255K	Buy	+4,132	New	+$251K	﹤0.01%	5009

Other funds holding SHE

RCG

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

FAFN

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $4.31B AUM 18.36% 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 of America's SHE Position: Q1 2026 in Review

Bank of America reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 3.7% in Q1 2026, selling an estimated $229K and leaving 45,418 shares worth $5.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3345.

Bank of America first reported a position in SHE in Q1 2016 and has held it in 41 quarters since. The position peaked at $44.6M in Q2 2019. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Bank of America held 45,418 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $5.8M as of Q1 2026.
Bank of America sold 1,722 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $229K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3345 holding.
Bank of America first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2016 and has held it in 41 quarters since.
Bank of America's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $44.6M in Q2 2019.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.