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

Citigroup’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	$635K	Buy	4,969 +429	+9%	+$57.1K	﹤0.01%	3403
2025 Q4	$600K	Buy	4,540 +421	+10%	+$54.7K	﹤0.01%	3471
2025 Q3	$525K	Buy	4,119 +267	+7%	+$33.4K	﹤0.01%	3545
2025 Q2	$481K	Sell	3,852 -72	-2%	-$8.38K	﹤0.01%	3650
2025 Q1	$448K	Buy	3,924 +22	+0.6%	+$2.6K	﹤0.01%	3740
2024 Q4	$452K	Buy	3,902 +3,764	+2,728%	+$442K	﹤0.01%	3895
2024 Q3	$15.7K	Hold	138	–	–	﹤0.01%	5226
2024 Q2	$15K	Buy	138 +1	+0.7%	+$105	﹤0.01%	5069
2024 Q1	$14.5K	Hold	137	–	–	﹤0.01%	5119
2023 Q4	$13K	Hold	137	–	–	﹤0.01%	5129
2023 Q3	$11.6K	Sell	137 -26	-16%	-$2.3K	﹤0.01%	4508
2023 Q2	$14.4K	Hold	163	–	–	﹤0.01%	5015
2023 Q1	$13.5K	Hold	163	–	–	﹤0.01%	4637
2022 Q4	$12.8K	Hold	163	–	–	﹤0.01%	4759
2022 Q3	$12K	Sell	163 -1	-0.6%	-$80	﹤0.01%	4937
2022 Q2	$12K	Buy	164 +99	+152%	+$8.21K	﹤0.01%	5282
2022 Q1	$6K	Sell	65 -232	-78%	-$21.4K	﹤0.01%	5768
2021 Q4	$30K	Sell	297 -55	-16%	-$5.7K	﹤0.01%	5270
2021 Q3	$36K	Sell	352 -456	-56%	-$47.3K	﹤0.01%	4927
2021 Q2	$82K	Buy	808 +723	+851%	+$71.6K	﹤0.01%	4591
2021 Q1	$8K	Buy	+85	New	+$7.92K	﹤0.01%	5770
2019 Q3	–	Sell	-201	Closed	-$15K	–	7804
2019 Q2	$15K	Sell	201 -61	-23%	-$4.4K	﹤0.01%	7194
2019 Q1	$19K	Buy	262 +93	+55%	+$6.41K	﹤0.01%	6991
2018 Q4	$11K	Hold	169	–	–	﹤0.01%	7122
2018 Q3	$13K	Buy	169 +86	+104%	+$6.5K	﹤0.01%	7265
2018 Q2	$6K	Hold	83	–	–	﹤0.01%	7310
2018 Q1	$6K	Hold	83	–	–	﹤0.01%	7173
2017 Q4	$6K	Hold	83	–	–	﹤0.01%	7196
2017 Q3	$6K	Hold	83	–	–	﹤0.01%	6822
2017 Q2	$6K	Hold	83	–	–	﹤0.01%	6703
2017 Q1	$5K	Buy	+83	New	+$5.37K	﹤0.01%	6802

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 $1.73B AUM 20.99% 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

Citigroup's SHE Position: Q1 2026 in Review

Citigroup increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 9.4% in Q1 2026, buying an estimated $57.1K and bringing the position to 4,969 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #3403.

Citigroup first reported a position in SHE in Q1 2017 and has held it in 31 quarters since. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Citigroup held 4,969 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $635K as of Q1 2026.
Citigroup bought 429 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $57.1K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #3403 holding.
Citigroup first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2017 and has held it in 31 quarters since.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.