Envestnet Asset Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Envestnet Asset Management’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	$372K	Sell	2,411 -11	-0.5%	-$1.62K	﹤0.01%	4294
2026 Q1	$310K	Sell	2,422 -801	-25%	-$107K	﹤0.01%	4254
2025 Q4	$426K	Buy	3,223 +1,384	+75%	+$180K	﹤0.01%	3814
2025 Q3	$234K	Sell	1,839 -2,670	-59%	-$334K	﹤0.01%	4240
2025 Q2	$563K	Sell	4,509 -131	-3%	-$15.2K	﹤0.01%	3614
2025 Q1	$530K	Buy	4,640 +175	+4%	+$20.7K	﹤0.01%	3586
2024 Q4	$517K	Sell	4,465 -74	-2%	-$8.7K	﹤0.01%	3571
2024 Q3	$516K	Buy	4,539 +372	+9%	+$41K	﹤0.01%	3530
2024 Q2	$453K	Buy	4,167 +429	+11%	+$45K	﹤0.01%	3512
2024 Q1	$396K	Sell	3,738 -2,512	-40%	-$253K	﹤0.01%	3569
2023 Q4	$594K	Sell	6,250 -943	-13%	-$83.8K	﹤0.01%	3244
2023 Q3	$611K	Sell	7,193 -124	-2%	-$11K	﹤0.01%	3138
2023 Q2	$644K	Sell	7,317 -2,161	-23%	-$182K	﹤0.01%	3067
2023 Q1	$786K	Sell	9,478 -1,266	-12%	-$103K	﹤0.01%	2840
2022 Q4	$847K	Sell	10,744 -146	-1%	-$11.5K	﹤0.01%	2769
2022 Q3	$793K	Sell	10,890 -1,032	-9%	-$82.6K	﹤0.01%	2744
2022 Q2	$905K	Sell	11,922 -10	-0.1%	-$829	﹤0.01%	2673
2022 Q1	$1.1M	Sell	11,932 -36	-0.3%	-$3.32K	﹤0.01%	2596
2021 Q4	$1.22M	Buy	11,968 +326	+3%	+$33.8K	﹤0.01%	2500
2021 Q3	$1.18M	Sell	11,642 -45	-0.4%	-$4.67K	﹤0.01%	2424
2021 Q2	$1.19M	Buy	11,687 +677	+6%	+$67K	﹤0.01%	2404
2021 Q1	$1.04M	Sell	11,010 -443	-4%	-$41.3K	﹤0.01%	2374
2020 Q4	$1.03M	Buy	+11,453	New	+$948K	﹤0.01%	2194

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

Envestnet Asset Management's SHE Position: Q2 2026 in Review

Envestnet Asset Management reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 0.45% in Q2 2026, selling an estimated $1.62K and leaving 2,411 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #4294.

Envestnet Asset Management first reported a position in SHE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.22M in Q4 2021. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Envestnet Asset Management held 2,411 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $372K as of Q2 2026.
Envestnet Asset Management sold 11 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $1.62K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4294 holding.
Envestnet Asset Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2020 and has held it in 23 quarters since.
Envestnet Asset Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $1.22M in Q4 2021.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.