Betterment LLC
SHE icon

Betterment LLC’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Betterment LLC’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 		$5.01M Buy
39,173
+1,229
+3% +$164K 0.01% 173
2025
Q4 		$5.01M Buy
37,944
+278
+0.7% +$36.1K 0.01% 162
2025
Q3 		$4.8M Buy
37,666
+347
+0.9% +$43.5K 0.01% 160
2025
Q2 		$4.66M Buy
37,319
+556
+2% +$64.7K 0.01% 159
2025
Q1 		$4.2M Buy
36,763
+322
+0.9% +$38K 0.01% 152
2024
Q4 		$4.22M Sell
36,441
-124
-0.3% -$14.6K 0.01% 147
2024
Q3 		$4.15M Buy
36,565
+89
+0.2% +$9.8K 0.01% 134
2024
Q2 		$3.97M Buy
36,476
+1,186
+3% +$124K 0.01% 130
2024
Q1 		$3.74M Sell
35,290
-282
-0.8% -$28.4K 0.01% 112
2023
Q4 		$3.38M Sell
35,572
-16
-0% -$1.42K 0.01% 106
2023
Q3 		$3.02M Buy
35,588
+46
+0.1% +$4.07K 0.01% 101
2023
Q2 		$3.13M Sell
35,542
-186
-0.5% -$15.7K 0.01% 99
2023
Q1 		$2.96M Buy
35,728
+236
+0.7% +$19.2K 0.01% 107
2022
Q4 		$2.8M Buy
35,492
+231
+0.7% +$18.2K 0.01% 107
2022
Q3 		$2.68M Hold
35,261
– – 0.01% 106
2022
Q2 		$2.68M Buy
35,261
+1,824
+5% +$151K 0.01% 106
2022
Q1 		$3.09M Buy
33,437
+2,978
+10% +$275K 0.01% 104
2021
Q4 		$3.11M Buy
30,459
+1,211
+4% +$126K 0.01% 102
2021
Q3 		$2.95M Buy
29,248
+3,115
+12% +$323K 0.01% 101
2021
Q2 		$2.65M Buy
26,133
+5,308
+25% +$526K 0.01% 97
2021
Q1 		$1.98M Buy
20,825
+8,872
+74% +$827K 0.01% 82
2020
Q4 		$1.07M Buy
+11,953
New +$989K ﹤0.01% 94

Other funds holding SHE

RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.73B AUM 20.99% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Betterment LLC's SHE Position: Q1 2026 in Review

Betterment LLC increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 3.2% in Q1 2026, buying an estimated $164K and bringing the position to 39,173 shares worth $5.01M. The position accounts for 0.01% of the portfolio, ranked #173.

Betterment LLC first reported a position in SHE in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.01M in Q4 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

  • Betterment LLC held 39,173 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $5.01M as of Q1 2026.
  • Betterment LLC bought 1,229 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $164K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up 0.01% of Betterment LLC's portfolio in Q1 2026, its #173 holding.
  • Betterment LLC first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2020 and has held it in 22 quarters since.
  • Betterment LLC's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $5.01M in Q4 2025.
  • 126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.