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

Creative Planning’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	$377K	Buy	2,444 +186	+8%	+$27.4K	﹤0.01%	3404
2026 Q1	$289K	Buy	2,258 +260	+13%	+$34.6K	﹤0.01%	3461
2025 Q4	$264K	Sell	1,998 -10	-0.5%	-$1.3K	﹤0.01%	3337
2025 Q3	$256K	Buy	2,008 +49	+3%	+$6.14K	﹤0.01%	3277
2025 Q2	$245K	Buy	1,959 +5	+0.3%	+$582	﹤0.01%	3071
2025 Q1	$223K	Buy	+1,954	New	+$231K	﹤0.01%	2977
2023 Q4	–	Sell	-473	Closed	-$40.2K	–	3052
2023 Q3	$40.2K	Buy	+473	New	+$41.9K	﹤0.01%	2506
2022 Q2	–	Sell	-4	Closed	–	–	2509
2022 Q1	$0	Buy	+4	New	+$369	﹤0.01%	2432
2017 Q3	–	Sell	-166	Closed	-$11K	–	3401
2017 Q2	$11K	Hold	166	–	–	﹤0.01%	3580
2017 Q1	$11K	Buy	166 +76	+84%	+$4.91K	﹤0.01%	3537
2016 Q4	$6K	Hold	90	–	–	﹤0.01%	3873
2016 Q3	$6K	Hold	90	–	–	﹤0.01%	3827
2016 Q2	$6K	Hold	90	–	–	﹤0.01%	3558
2016 Q1	$6K	Buy	+90	New	+$5.46K	﹤0.01%	3509

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Creative Planning's SHE Position: Q2 2026 in Review

Creative Planning increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 8.2% in Q2 2026, buying an estimated $27.4K and bringing the position to 2,444 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #3404.

Creative Planning first reported a position in SHE in Q1 2016 and has held it in 14 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Creative Planning held 2,444 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $377K as of Q2 2026.
Creative Planning bought 186 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $27.4K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3404 holding.
Creative Planning first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2016 and has held it in 14 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.