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

Clearstead Advisors’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 		$55.9K Hold
437
– – ﹤0.01% 1258
2025
Q4 		$57.7K Hold
437
– – ﹤0.01% 1343
2025
Q3 		$55.7K Buy
+437
New +$54.7K ﹤0.01% 1248

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Clearstead Advisors's SHE Position: Q1 2026 in Review

Clearstead Advisors held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q1 2026 at 437 shares worth $55.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Clearstead Advisors first reported a position in SHE in Q3 2025 and has held it in 3 quarters since. The position peaked at $57.7K in Q4 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

  • Clearstead Advisors held 437 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $55.9K as of Q1 2026.
  • Clearstead Advisors left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q1 2026.
  • State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1258 holding.
  • Clearstead Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $57.7K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.