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 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

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

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

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

LPL Financial San Diego, California $376B 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

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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