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

CAPTRUST Financial 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	$502K	Buy	3,929 +66	+2%	+$8.78K	﹤0.01%	2033
2025 Q4	$510K	Hold	3,863	–	–	﹤0.01%	1889
2025 Q3	$492K	Sell	3,863 -15	-0.4%	-$1.88K	﹤0.01%	1826
2025 Q2	$484K	Hold	3,878	–	–	﹤0.01%	1747
2025 Q1	$443K	Buy	+3,878	New	+$458K	﹤0.01%	1709
2021 Q2	–	Sell	-250	Closed	-$24K	–	4641
2021 Q1	$24K	Buy	+250	New	+$23.3K	﹤0.01%	2896

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

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

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

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

CAPTRUST Financial Advisors's SHE Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 1.7% in Q1 2026, buying an estimated $8.78K and bringing the position to 3,929 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

CAPTRUST Financial Advisors first reported a position in SHE in Q1 2021 and has held it in 6 quarters since. The position peaked at $510K in Q4 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

CAPTRUST Financial Advisors held 3,929 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $502K as of Q1 2026.
CAPTRUST Financial Advisors bought 66 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $8.78K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2033 holding.
CAPTRUST Financial Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2021 and has held it in 6 quarters since.
CAPTRUST Financial Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $510K 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 CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.