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

Bank of Montreal’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	$108K	Hold	700	–	–	﹤0.01%	3218
2026 Q1	$89.5K	Hold	700	–	–	﹤0.01%	3153
2025 Q4	$92.5K	Hold	700	–	–	﹤0.01%	3068
2025 Q3	$89.2K	Hold	700	–	–	﹤0.01%	3005
2025 Q2	$87.4K	Hold	700	–	–	﹤0.01%	3021
2025 Q1	$79.9K	Hold	700	–	–	﹤0.01%	2967
2024 Q4	$81.1K	Hold	700	–	–	﹤0.01%	3000
2024 Q3	$79.8K	Hold	700	–	–	﹤0.01%	3310
2024 Q2	$76.3K	Hold	700	–	–	﹤0.01%	3321
2024 Q1	$74.4K	Hold	700	–	–	﹤0.01%	3362
2023 Q4	$66.8K	Hold	700	–	–	﹤0.01%	3483
2023 Q3	$62.6K	Hold	700	–	–	﹤0.01%	3381
2023 Q2	$61.7K	Hold	700	–	–	﹤0.01%	3557
2023 Q1	$58.3K	Hold	700	–	–	﹤0.01%	3343
2022 Q4	$57.6K	Hold	700	–	–	﹤0.01%	3508
2022 Q3	$56	Hold	700	–	–	﹤0.01%	3608
2022 Q2	$58	Hold	700	–	–	﹤0.01%	3594
2022 Q1	$66K	Hold	700	–	–	﹤0.01%	3745
2021 Q4	$72K	Hold	700	–	–	﹤0.01%	3176
2021 Q3	$73K	Hold	700	–	–	﹤0.01%	3504
2021 Q2	$71K	Buy	+700	New	+$69.3K	﹤0.01%	3382

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of Montreal's SHE Position: Q2 2026 in Review

Bank of Montreal held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 700 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #3218.

Bank of Montreal first reported a position in SHE in Q2 2021 and has held it in 21 quarters since. 111 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Bank of Montreal held 700 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $108K as of Q2 2026.
Bank of Montreal 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 Bank of Montreal's portfolio in Q2 2026, its #3218 holding.
Bank of Montreal first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2021 and has held it in 21 quarters since.
111 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.