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

Centaurus Financial’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	$245K	Buy	+1,585	New	+$233K	0.01%	821
2026 Q1	–	Sell	-1,508	Closed	-$199K	–	1126
2025 Q4	$199K	Buy	1,508 +644	+75%	+$83.7K	0.01%	803
2025 Q3	$110K	Hold	864	–	–	0.01%	992
2025 Q2	$108K	Buy	+864	New	+$101K	0.01%	923
2023 Q4	–	Sell	-4,417	Closed	-$375K	–	812
2023 Q3	$375K	Buy	+4,417	New	+$391K	0.03%	413
2021 Q4	–	Sell	-1,609	Closed	-$162K	–	975
2021 Q3	$162K	Buy	1,609 +392	+32%	+$40.7K	0.01%	714
2021 Q2	$124K	Hold	1,217	–	–	0.01%	803
2021 Q1	$116K	Sell	1,217 -66	-5%	-$6.15K	0.01%	749
2020 Q4	$115K	Buy	+1,283	New	+$106K	0.01%	715

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

Centaurus Financial's SHE Position: Q2 2026 in Review

Centaurus Financial opened a new position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2026: 1,585 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: Centaurus Financial previously reported a position in SHE as recently as Q4 2025.

Centaurus Financial first reported a position in SHE in Q4 2020 and has held it in 9 quarters since. The position peaked at $375K in Q3 2023. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Centaurus Financial held 1,585 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $245K as of Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF was a new Centaurus Financial position in Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #821 holding.
Centaurus Financial first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2020 and has held it in 9 quarters since.
Centaurus Financial's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $375K in Q3 2023.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.