Bell Investment Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Bell Investment Advisors’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	$1.03M	Sell	6,697 -42	-0.6%	-$6.18K	0.15%	61
2026 Q1	$861K	Buy	6,739 +280	+4%	+$37.3K	0.13%	63
2025 Q4	$853K	Buy	6,459 +18	+0.3%	+$2.34K	0.13%	60
2025 Q3	$821K	Sell	6,441 -222	-3%	-$27.8K	0.13%	58
2025 Q2	$832K	Buy	6,663 +27	+0.4%	+$3.14K	0.14%	58
2025 Q1	$757K	Sell	6,636 -331	-5%	-$39.1K	0.14%	54
2024 Q4	$807K	Sell	6,967 -85	-1%	-$9.99K	0.15%	56
2024 Q3	$801K	Buy	7,052 +50	+0.7%	+$5.51K	0.15%	55
2024 Q2	$762K	Buy	7,002 +138	+2%	+$14.5K	0.15%	56
2024 Q1	$727K	Sell	6,864 -466	-6%	-$46.9K	0.14%	56
2023 Q4	$696K	Buy	7,330 +63	+0.9%	+$5.59K	0.14%	53
2023 Q3	$618K	Sell	7,267 -157	-2%	-$13.9K	0.14%	51
2023 Q2	$654K	Buy	7,424 +932	+14%	+$78.5K	0.15%	50
2023 Q1	$538K	Buy	6,492 +1,118	+21%	+$91.2K	0.13%	53
2022 Q4	$423K	Buy	5,374 +131	+2%	+$10.3K	0.11%	57
2022 Q3	$382K	Buy	5,243 +561	+12%	+$44.9K	0.12%	51
2022 Q2	$356K	Buy	+4,682	New	+$388K	0.11%	52
2021 Q4	$552K	Buy	5,400 +922	+21%	+$95.6K	0.15%	51
2021 Q3	$452K	Buy	+4,478	New	+$465K	0.13%	52

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

Bell Investment Advisors's SHE Position: Q2 2026 in Review

Bell Investment Advisors reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.62% in Q2 2026, selling an estimated $6.18K and leaving 6,697 shares worth $1.03M. The position accounts for 0.15% of the portfolio, ranked #61.

Bell Investment Advisors first reported a position in SHE in Q3 2021 and has held it in 19 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Bell Investment Advisors held 6,697 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $1.03M as of Q2 2026.
Bell Investment Advisors sold 42 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $6.18K.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.15% of Bell Investment Advisors's portfolio in Q2 2026, its #61 holding.
Bell Investment Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2021 and has held it in 19 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.