First Affirmative Financial Network’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

First Affirmative Financial Network’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	$14M	Buy	+109,662	New	+$14.6M	5.44%	1
2025 Q3	$11.9M	Buy	+93,214	New	+$11.7M	5.59%	1

Other funds holding SHE

RCG

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

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 $1.73B AUM 20.99% 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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

First Affirmative Financial Network's SHE Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2026: 109,662 shares worth $14M. The stake represents 5.44% of the portfolio and ranks #1 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in SHE as recently as Q3 2025.

First Affirmative Financial Network first reported a position in SHE in Q3 2025 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

First Affirmative Financial Network held 109,662 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $14M as of Q1 2026.
State Street SPDR MSCI USA Gender Diversity ETF was a new First Affirmative Financial Network position in Q1 2026.
State Street SPDR MSCI USA Gender Diversity ETF made up 5.44% of First Affirmative Financial Network's portfolio in Q1 2026, its #1 holding.
First Affirmative Financial Network first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2025 and has held it in 2 quarters since.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.