Fidelity Investments’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Fidelity Investments’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	$316K	Sell	2,469 -116	-4%	-$15.4K	﹤0.01%	3299
2025 Q4	$341K	Sell	2,585 -13	-0.5%	-$1.69K	﹤0.01%	3223
2025 Q3	$331K	Buy	2,598 +46	+2%	+$5.76K	﹤0.01%	3186
2025 Q2	$319K	Buy	2,552 +1,498	+142%	+$174K	﹤0.01%	3135
2025 Q1	$120K	Buy	1,054 +577	+121%	+$68.2K	﹤0.01%	3475
2024 Q4	$55.3K	Buy	477 +343	+256%	+$40.3K	﹤0.01%	3805
2024 Q3	$15.2K	Buy	134 +8	+6%	+$881	﹤0.01%	4296
2024 Q2	$13.7K	Buy	126 +51	+68%	+$5.35K	﹤0.01%	4213
2024 Q1	$7.89K	Hold	75	–	–	﹤0.01%	4355
2023 Q4	$7.08K	Buy	75 +70	+1,400%	+$6.22K	﹤0.01%	4346
2023 Q3	$427	Sell	5 -1	-17%	-$89	﹤0.01%	4727
2023 Q2	$531	Buy	6 +1	+20%	+$84	﹤0.01%	4801
2023 Q1	$417	Hold	5	–	–	﹤0.01%	4815
2022 Q4	$396	Sell	5 -1	-17%	-$79	﹤0.01%	4770
2022 Q3	$0	Sell	6 -1	-14%	-$80	﹤0.01%	5338
2022 Q2	$1K	Buy	+7	New	+$580	﹤0.01%	4791
2020 Q2	–	Sell	-1	Closed	–	–	4113
2020 Q1	$0	Sell	1 -19	-95%	-$1.37K	﹤0.01%	4200
2019 Q4	$2K	Sell	20 -5	-20%	-$376	﹤0.01%	3581
2019 Q3	$2K	Sell	25 -113	-82%	-$8.33K	﹤0.01%	3572
2019 Q2	$10K	Buy	138 +109	+376%	+$7.86K	﹤0.01%	3240
2019 Q1	$2K	Buy	+29	New	+$2K	﹤0.01%	3438

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

FAFN

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

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

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

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

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

Fidelity Investments's SHE Position: Q1 2026 in Review

Fidelity Investments reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 4.5% in Q1 2026, selling an estimated $15.4K and leaving 2,469 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #3299.

Fidelity Investments first reported a position in SHE in Q1 2019 and has held it in 21 quarters since. The position peaked at $341K in Q4 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Fidelity Investments held 2,469 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $316K as of Q1 2026.
Fidelity Investments sold 116 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $15.4K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3299 holding.
Fidelity Investments first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2019 and has held it in 21 quarters since.
Fidelity Investments's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $341K 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 Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.