Cerity Partners
SHE icon

Cerity Partners’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Cerity Partners’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 		– Sell
-1,904
Closed -$243K – 3548
2026
Q1 		$243K Buy
+1,904
New +$253K ﹤0.01% 2756

Other funds holding SHE

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Morgan Stanley
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LPL Financial
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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
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

Cerity Partners's SHE Position: Q2 2026 in Review

Cerity Partners sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2026, closing a stake of 1,904 shares — an estimated $243K sold.

Cerity Partners first reported a position in SHE in Q1 2026 and held it in 1 quarter. The position peaked at $243K in Q1 2026. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

  • Cerity Partners reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 1,904 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $243K.
  • Cerity Partners first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2026 and held it in 1 quarter.
  • Cerity Partners's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $243K in Q1 2026.
  • 132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.