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

Evelyn Partners 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 Q1	$67.9K	Hold	531	–	–	0.02%	155
2025 Q4	$70.1K	Hold	531	–	–	0.02%	140
2025 Q3	$67.7K	Hold	531	–	–	0.02%	137
2025 Q2	$66.3K	Hold	531	–	–	0.02%	125
2025 Q1	$60.6K	Hold	531	–	–	0.02%	130
2024 Q4	$61.5K	Buy	+531	New	+$62.4K	0.02%	129

Other funds holding SHE

RCG

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

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Evelyn Partners Asset Management's SHE Position: Q1 2026 in Review

Evelyn Partners Asset Management held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q1 2026 at 531 shares worth $67.9K. The position accounts for 0.02% of the portfolio, ranked #155.

Evelyn Partners Asset Management first reported a position in SHE in Q4 2024 and has held it in 6 quarters since. The position peaked at $70.1K in Q4 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Evelyn Partners Asset Management held 531 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $67.9K as of Q1 2026.
Evelyn Partners Asset Management left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q1 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.02% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #155 holding.
Evelyn Partners Asset Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $70.1K 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 Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.