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

Ellevest Inc’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	$145K	Buy	+144,811	New	+$21.3M	0.02%	454
2023 Q2	–	Sell	-1	Closed	-$58	–	1407
2023 Q1	$58	Hold	1	–	–	﹤0.01%	1820
2022 Q4	$55	Hold	1	–	–	﹤0.01%	1786
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1836
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1656
2022 Q1	$0	Sell	1 -114	-99%	-$10.5K	﹤0.01%	1612
2021 Q4	$12K	Buy	115 +110	+2,200%	+$11.4K	﹤0.01%	822
2021 Q3	$0	Sell	5 -10	-67%	-$1.04K	﹤0.01%	1559
2021 Q2	$2K	Buy	15 +14	+1,400%	+$1.39K	﹤0.01%	1066
2021 Q1	$0	Hold	1	–	–	﹤0.01%	1345
2020 Q4	$0	Hold	1	–	–	﹤0.01%	1339
2020 Q3	$0	Hold	1	–	–	﹤0.01%	1306
2020 Q2	$0	Hold	1	–	–	﹤0.01%	1304
2020 Q1	$0	Hold	1	–	–	﹤0.01%	1269
2019 Q4	$0	Hold	1	–	–	﹤0.01%	1041
2019 Q3	$0	Sell	1 -144,810	-100%	-$10.7M	﹤0.01%	588
2019 Q2	$145K	Sell	144,811 -12,208	-8%	-$880K	0.06%	66
2019 Q1	$3.07M	Buy	157,019 +129,204	+465%	+$8.9M	1.46%	13
2018 Q4	$1.76M	Buy	+27,815	New	+$1.98M	0.89%	21

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

Ellevest Inc's SHE Position: Q2 2026 in Review

Ellevest Inc opened a new position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2026: 144,811 shares worth $145K. The stake represents 0.02% of the portfolio and ranks #454 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in SHE as recently as Q1 2023.

Ellevest Inc first reported a position in SHE in Q4 2018 and has held it in 19 quarters since. The position peaked at $3.07M in Q1 2019. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Ellevest Inc held 144,811 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $145K as of Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF was a new Ellevest Inc position in Q2 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.02% of Ellevest Inc's portfolio in Q2 2026, its #454 holding.
Ellevest Inc first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2018 and has held it in 19 quarters since.
Ellevest Inc's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $3.07M in Q1 2019.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.