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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
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 $988M AUM 8.89% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bell Investment Advisors's SHE Position: Q1 2026 in Review

Bell Investment Advisors increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 4.3% in Q1 2026, buying an estimated $37.3K and bringing the position to 6,739 shares worth $861K. The position accounts for 0.13% of the portfolio, ranked #63.

Bell Investment Advisors first reported a position in SHE in Q3 2021 and has held it in 18 quarters since. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

  • Bell Investment Advisors held 6,739 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $861K as of Q1 2026.
  • Bell Investment Advisors bought 280 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $37.3K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up 0.13% of Bell Investment Advisors's portfolio in Q1 2026, its #63 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 18 quarters since.
  • 126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.