Cetera Investment Advisers
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Cetera Investment Advisers’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Cetera Investment Advisers’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 		$4.47M Buy
28,922
+270
+0.9% +$39.7K ﹤0.01% 1702
2026
Q1 		$3.66M Sell
28,652
-320
-1% -$42.6K ﹤0.01% 1736
2025
Q4 		$3.83M Sell
28,972
-813
-3% -$106K ﹤0.01% 1659
2025
Q3 		$3.8M Buy
29,785
+398
+1% +$49.8K ﹤0.01% 1642
2025
Q2 		$3.67M Buy
29,387
+2
+0% +$233 0.01% 1399
2025
Q1 		$3.35M Sell
29,385
-1,915
-6% -$226K 0.01% 1372
2024
Q4 		$3.62M Sell
31,300
-1,687
-5% -$198K 0.01% 1238
2024
Q3 		$3.75M Sell
32,987
-1,387
-4% -$153K 0.01% 1172
2024
Q2 		$3.74M Sell
34,374
-538
-2% -$56.5K 0.01% 1162
2024
Q1 		$3.7M Buy
34,912
+1,752
+5% +$176K 0.01% 1150
2023
Q4 		$3.15M Sell
33,160
-1,195
-3% -$106K 0.03% 608
2023
Q3 		$2.92M Sell
34,355
-215
-0.6% -$19K 0.03% 606
2023
Q2 		$3.04M Sell
34,570
-2,050
-6% -$173K 0.03% 595
2023
Q1 		$3.04M Buy
36,620
+1,423
+4% +$116K 0.03% 568
2022
Q4 		$2.77M Sell
35,197
-2,397
-6% -$189K 0.03% 581
2022
Q3 		$2.74M Buy
37,594
+1,346
+4% +$108K 0.05% 362
2022
Q2 		$2.75M Sell
36,248
-82
-0.2% -$6.8K 0.04% 424
2022
Q1 		$3.35M Buy
36,330
+2,148
+6% +$198K 0.05% 389
2021
Q4 		$3.49M Buy
34,182
+3,990
+13% +$414K 0.05% 384
2021
Q3 		$3.05M Buy
30,192
+3,435
+13% +$356K 0.05% 394
2021
Q2 		$2.72M Buy
26,757
+2,537
+10% +$251K 0.04% 429
2021
Q1 		$2.3M Sell
24,220
-1,342
-5% -$125K 0.05% 388
2020
Q4 		$2.29M Buy
+25,562
New +$2.12M 0.05% 395

Other funds holding SHE

RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers's SHE Position: Q2 2026 in Review

Cetera Investment Advisers increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.94% in Q2 2026, buying an estimated $39.7K and bringing the position to 28,922 shares worth $4.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Cetera Investment Advisers first reported a position in SHE in Q4 2020 and has held it in 23 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

  • Cetera Investment Advisers held 28,922 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $4.47M as of Q2 2026.
  • Cetera Investment Advisers bought 270 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $39.7K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1702 holding.
  • Cetera Investment Advisers first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2020 and has held it in 23 quarters since.
  • 132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.