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

Certuity’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	$437K	Buy	2,832 +8	+0.3%	+$1.18K	0.02%	393
2026 Q1	$361K	Buy	2,824 +8	+0.3%	+$1.06K	0.02%	386
2025 Q4	$372K	Sell	2,816 -624	-18%	-$81.1K	0.02%	348
2025 Q3	$439K	Buy	3,440 +11	+0.3%	+$1.38K	0.03%	295
2025 Q2	$428K	Buy	3,429 +11	+0.3%	+$1.28K	0.04%	234
2025 Q1	$390K	Buy	3,418 +8	+0.2%	+$945	0.04%	221
2024 Q4	$395K	Buy	3,410 +13	+0.4%	+$1.53K	0.04%	215
2024 Q3	$386K	Buy	3,397 +10	+0.3%	+$1.1K	0.04%	214
2024 Q2	$368K	Buy	3,387 +10	+0.3%	+$1.05K	0.03%	223
2024 Q1	$357K	Buy	3,377 +8	+0.2%	+$804	0.03%	219
2023 Q4	$320K	Buy	3,369 +10	+0.3%	+$888	0.03%	235
2023 Q3	$285K	Buy	3,359 +14	+0.4%	+$1.24K	0.03%	199
2023 Q2	$295K	Buy	3,345 +13	+0.4%	+$1.09K	0.03%	203
2023 Q1	$276K	Hold	3,332	–	–	0.04%	172
2022 Q4	$263K	Hold	3,332	–	–	0.04%	165
2022 Q3	$243K	Hold	3,332	–	–	0.06%	158
2022 Q2	$253K	Hold	3,332	–	–	0.07%	172
2022 Q1	$308K	Hold	3,332	–	–	0.07%	203
2021 Q4	$341K	Hold	3,332	–	–	0.07%	186
2021 Q3	$336K	Hold	3,332	–	–	0.07%	244
2021 Q2	$339K	Hold	3,332	–	–	0.08%	201
2021 Q1	$316K	Hold	3,332	–	–	0.08%	191
2020 Q4	$299K	Hold	3,332	–	–	0.1%	154
2020 Q3	$255K	Hold	3,332	–	–	0.1%	148
2020 Q2	$237K	Buy	+3,332	New	+$225K	0.11%	141
2020 Q1	–	Sell	-3,332	Closed	-$257K	–	217
2019 Q4	$257K	Buy	+3,332	New	+$250K	0.12%	130

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

Certuity's SHE Position: Q2 2026 in Review

Certuity increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.28% in Q2 2026, buying an estimated $1.18K and bringing the position to 2,832 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #393.

Certuity first reported a position in SHE in Q4 2019 and has held it in 26 quarters since. The position peaked at $439K in Q3 2025. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Certuity held 2,832 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $437K as of Q2 2026.
Certuity bought 8 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $1.18K.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.02% of Certuity's portfolio in Q2 2026, its #393 holding.
Certuity first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2019 and has held it in 26 quarters since.
Certuity's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $439K in Q3 2025.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.