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

Bristlecone 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
2025 Q3	–	Sell	-487	Closed	-$60.8K	–	297
2025 Q2	$60.8K	Hold	487	–	–	0.01%	250
2025 Q1	$55.6K	Hold	487	–	–	﹤0.01%	316
2024 Q4	$56.4K	Hold	487	–	–	﹤0.01%	310
2024 Q3	$55.3K	Buy	+487	New	+$53.6K	﹤0.01%	319
2023 Q2	–	Sell	-565	Closed	-$46.8K	–	331
2023 Q1	$46.8K	Buy	+565	New	+$46.1K	0.01%	301

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bristlecone Advisors's SHE Position: Q3 2025 in Review

Bristlecone Advisors sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2025, closing a stake of 487 shares — an estimated $60.8K sold.

Bristlecone Advisors first reported a position in SHE in Q1 2023 and held it in 5 quarters. The position peaked at $60.8K in Q2 2025. 116 funds tracked by Wall St. Rank hold SHE as of Q3 2025.

Bristlecone Advisors reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 487 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2025, an estimated $60.8K.
Bristlecone Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2023 and held it in 5 quarters.
Bristlecone Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $60.8K in Q2 2025.
116 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.