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Financial Life Planners’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Financial Life Planners’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 		$316 Hold
2
– – ﹤0.01% 313
2026
Q1 		$261 Buy
+2
New +$266 ﹤0.01% 341
2025
Q4 		– Sell
-2
Closed -$259 – 280
2025
Q3 		$259 Buy
+2
New +$250 ﹤0.01% 335
2025
Q1 		– Sell
-2
Closed -$232 – 322
2024
Q4 		$232 Buy
+2
New +$235 ﹤0.01% 380

Other funds holding SHE

AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
NF
Napier Financial Braintree, Massachusetts $480M AUM
SSCA
South Shore Capital Advisors Cohasset, Massachusetts $149M AUM

Financial Life Planners's SHE Position: Q2 2026 in Review

Financial Life Planners held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 2 shares worth $316. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Financial Life Planners first reported a position in SHE in Q4 2024 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

  • Financial Life Planners held 2 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $316 as of Q2 2026.
  • Financial Life Planners left its State Street SPDR MSCI USA Gender Diversity ETF share count unchanged in Q2 2026.
  • State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #313 holding.
  • Financial Life Planners first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2024 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.