Caldwell Sutter Capital’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Caldwell Sutter Capital’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	$2.78K	Hold	18	–	–	﹤0.01%	764
2026 Q1	$2.3K	Hold	18	–	–	﹤0.01%	738
2025 Q4	$2.38K	Hold	18	–	–	﹤0.01%	725
2025 Q3	$2.29K	Hold	18	–	–	﹤0.01%	726
2025 Q2	$2.25K	Hold	18	–	–	﹤0.01%	712
2025 Q1	$2.05K	Hold	18	–	–	﹤0.01%	730
2024 Q4	$2.08K	Hold	18	–	–	﹤0.01%	741
2024 Q3	$2.04K	Hold	18	–	–	﹤0.01%	755
2024 Q2	$1.96K	Hold	18	–	–	﹤0.01%	757
2024 Q1	$1.91K	Hold	18	–	–	﹤0.01%	763
2023 Q4	$1.71K	Hold	18	–	–	﹤0.01%	779
2023 Q3	$1.53K	Hold	18	–	–	﹤0.01%	762
2023 Q2	$1.58K	Buy	+18	New	+$1.52K	﹤0.01%	761

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

Caldwell Sutter Capital's SHE Position: Q2 2026 in Review

Caldwell Sutter Capital held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 18 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Caldwell Sutter Capital first reported a position in SHE in Q2 2023 and has held it in 13 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Caldwell Sutter Capital held 18 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $2.78K as of Q2 2026.
Caldwell Sutter Capital left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #764 holding.
Caldwell Sutter Capital first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2023 and has held it in 13 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.