Commonwealth Equity Services’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Commonwealth Equity Services’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	$1.54M	Buy	12,064 +79	+0.7%	+$10.5K	﹤0.01%	2237
2025 Q4	$1.58M	Buy	11,985 +47	+0.4%	+$6.11K	﹤0.01%	2174
2025 Q3	$1.52M	Sell	11,938 -453	-4%	-$56.7K	﹤0.01%	2244
2025 Q2	$1.55M	Buy	12,391 +3,326	+37%	+$387K	﹤0.01%	2205
2025 Q1	$1.03M	Buy	9,065 +1,845	+26%	+$218K	﹤0.01%	2428
2024 Q4	$836K	Sell	7,220 -835	-10%	-$98.1K	﹤0.01%	2535
2024 Q3	$915K	Buy	8,055 +849	+12%	+$93.5K	﹤0.01%	2422
2024 Q2	$784K	Buy	7,206 +278	+4%	+$29.2K	﹤0.01%	2468
2024 Q1	$733K	Buy	6,928 +345	+5%	+$34.7K	﹤0.01%	2482
2023 Q4	$625K	Sell	6,583 -296	-4%	-$26.3K	﹤0.01%	2528
2023 Q3	$585K	Sell	6,879 -77	-1%	-$6.82K	﹤0.01%	2465
2023 Q2	$612K	Sell	6,956 -329	-5%	-$27.7K	﹤0.01%	2452
2023 Q1	$604	Buy	7,285 +143	+2%	+$11.7K	﹤0.01%	2388
2022 Q4	$562K	Buy	7,142 +425	+6%	+$33.6K	﹤0.01%	2378
2022 Q3	$488K	Sell	6,717 -136	-2%	-$10.9K	﹤0.01%	2431
2022 Q2	$520K	Buy	6,853 +304	+5%	+$25.2K	﹤0.01%	2374
2022 Q1	$604K	Buy	6,549 +715	+12%	+$66K	﹤0.01%	2369
2021 Q4	$596K	Buy	5,834 +98	+2%	+$10.2K	﹤0.01%	2376
2021 Q3	$579K	Buy	5,736 +479	+9%	+$49.7K	﹤0.01%	2366
2021 Q2	$534K	Sell	5,257 -3,812	-42%	-$377K	﹤0.01%	2416
2021 Q1	$861K	Sell	9,069 -484	-5%	-$45.1K	﹤0.01%	1911
2020 Q4	$856K	Sell	9,553 -1,857	-16%	-$154K	﹤0.01%	1759
2020 Q3	$874K	Sell	11,410 -546	-5%	-$40.9K	﹤0.01%	1570
2020 Q2	$850K	Sell	11,956 -1,286	-10%	-$86.9K	﹤0.01%	1520
2020 Q1	$781K	Buy	13,242 +139	+1%	+$10K	﹤0.01%	1401
2019 Q4	$1.01M	Buy	13,103 +392	+3%	+$29.5K	﹤0.01%	1417
2019 Q3	$933K	Buy	12,711 +1,529	+14%	+$113K	﹤0.01%	1406
2019 Q2	$824K	Buy	11,182 +2,726	+32%	+$197K	﹤0.01%	1472
2019 Q1	$600K	Buy	8,456 +3,654	+76%	+$252K	﹤0.01%	1623
2018 Q4	$306K	Buy	4,802 +213	+5%	+$15.2K	﹤0.01%	1996
2018 Q3	$352K	Sell	4,589 -168	-4%	-$12.7K	﹤0.01%	2046
2018 Q2	$344K	Sell	4,757 -234	-5%	-$16.7K	﹤0.01%	2013
2018 Q1	$349K	Buy	4,991 +443	+10%	+$31.9K	﹤0.01%	1949
2017 Q4	$322K	Buy	4,548 +1,264	+38%	+$89.9K	﹤0.01%	2007
2017 Q3	$229K	Buy	3,284 +175	+6%	+$11.9K	﹤0.01%	2167
2017 Q2	$209K	Buy	+3,109	New	+$206K	﹤0.01%	2193

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

Commonwealth Equity Services's SHE Position: Q1 2026 in Review

Commonwealth Equity Services increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.66% in Q1 2026, buying an estimated $10.5K and bringing the position to 12,064 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Commonwealth Equity Services first reported a position in SHE in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.58M in Q4 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Commonwealth Equity Services held 12,064 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $1.54M as of Q1 2026.
Commonwealth Equity Services bought 79 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $10.5K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2237 holding.
Commonwealth Equity Services first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2017 and has held it in 36 quarters since.
Commonwealth Equity Services's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $1.58M 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 Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.