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 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 $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

Centaurus Financial's SHE Position: Q1 2026 in Review

Centaurus Financial sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2026, closing a stake of 1,508 shares — an estimated $199K sold.

Centaurus Financial first reported a position in SHE in Q4 2020 and held it in 8 quarters. The position peaked at $375K in Q3 2023. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Centaurus Financial reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2026 after selling out during the quarter.
Centaurus Financial sold 1,508 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $199K.
Centaurus Financial first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2020 and held it in 8 quarters.
Centaurus Financial's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $375K in Q3 2023.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.