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

Bartlett & Co 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
2026 Q1	$114K	Buy	795 +225	+39%	+$29.9K	﹤0.01%	550
2025 Q4	$75.3K	Hold	570	–	–	﹤0.01%	597
2025 Q3	$72.7K	Hold	570	–	–	﹤0.01%	606
2025 Q2	$71.1K	Hold	570	–	–	﹤0.01%	604
2025 Q1	$65.1K	Hold	570	–	–	﹤0.01%	608
2024 Q4	$66K	Buy	570 +170	+43%	+$20K	﹤0.01%	598
2024 Q3	$45.4K	Hold	400	–	–	﹤0.01%	670
2024 Q2	$43.5K	Hold	400	–	–	﹤0.01%	678
2024 Q1	$42.3K	Hold	400	–	–	﹤0.01%	690
2023 Q4	$38.1K	Hold	400	–	–	﹤0.01%	748
2023 Q3	$34K	Hold	400	–	–	﹤0.01%	724
2023 Q2	$35.2K	Buy	+400	New	+$33.7K	﹤0.01%	724
2019 Q1	–	Sell	-1	Closed	-$64	–	759
2018 Q4	$64	Hold	1	–	–	﹤0.01%	687
2018 Q3	$77	Hold	1	–	–	﹤0.01%	696
2018 Q2	$72	Buy	+1	New	+$72	﹤0.01%	699

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

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

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 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

Bartlett & Co Wealth Management's SHE Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 39% in Q1 2026, buying an estimated $29.9K and bringing the position to 795 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Bartlett & Co Wealth Management first reported a position in SHE in Q2 2018 and has held it in 15 quarters since. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Bartlett & Co Wealth Management held 795 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $114K as of Q1 2026.
Bartlett & Co Wealth Management bought 225 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $29.9K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #550 holding.
Bartlett & Co Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2018 and has held it in 15 quarters since.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.