Compagnie Lombard Odier SCmA’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Compagnie Lombard Odier SCmA’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
2025 Q2	–	Sell	-310	Closed	-$35.4K	–	495
2025 Q1	$35.4K	Hold	310	–	–	﹤0.01%	376
2024 Q4	$35.9K	Hold	310	–	–	﹤0.01%	357
2024 Q3	$35.2K	Hold	310	–	–	﹤0.01%	363
2024 Q2	$33.7K	Hold	310	–	–	﹤0.01%	356
2024 Q1	$32.8K	Hold	310	–	–	﹤0.01%	383
2023 Q4	$29.4K	Hold	310	–	–	﹤0.01%	445
2023 Q3	$26.4K	Hold	310	–	–	﹤0.01%	472
2023 Q2	$27.3K	Hold	310	–	–	﹤0.01%	469
2023 Q1	$25.7K	Hold	310	–	–	﹤0.01%	503
2022 Q4	$24K	Hold	310	–	–	﹤0.01%	557
2022 Q3	$23K	Hold	310	–	–	﹤0.01%	524
2022 Q2	$24K	Hold	310	–	–	﹤0.01%	502
2022 Q1	$29K	Hold	310	–	–	﹤0.01%	496
2021 Q4	$32K	Hold	310	–	–	﹤0.01%	546
2021 Q3	$31K	Hold	310	–	–	﹤0.01%	534
2021 Q2	$31K	Hold	310	–	–	﹤0.01%	524
2021 Q1	$29K	Hold	310	–	–	﹤0.01%	553
2020 Q4	$28K	Hold	310	–	–	﹤0.01%	487
2020 Q3	$24K	Hold	310	–	–	﹤0.01%	445
2020 Q2	$22K	Hold	310	–	–	﹤0.01%	445
2020 Q1	$18K	Hold	310	–	–	﹤0.01%	411
2019 Q4	$24K	Hold	310	–	–	﹤0.01%	405
2019 Q3	$23K	Buy	+310	New	+$22.8K	﹤0.01%	414

Other funds holding SHE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Compagnie Lombard Odier SCmA's SHE Position: Q2 2025 in Review

Compagnie Lombard Odier SCmA sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2025, closing a stake of 310 shares — an estimated $35.4K sold.

Compagnie Lombard Odier SCmA first reported a position in SHE in Q3 2019 and held it in 23 quarters. The position peaked at $35.9K in Q4 2024. 112 funds tracked by Wall St. Rank hold SHE as of Q2 2025.

Compagnie Lombard Odier SCmA reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2025 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 310 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2025, an estimated $35.4K.
Compagnie Lombard Odier SCmA first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2019 and held it in 23 quarters.
Compagnie Lombard Odier SCmA's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $35.9K in Q4 2024.
112 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2025.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2025, filed 15 Jul 2025.