Flagship Harbor Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Flagship Harbor Advisors’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	–	Sell	-923	Closed	-$122K	–	1930
2025 Q4	$122K	Buy	+923	New	+$120K	0.01%	819
2020 Q1	–	Sell	-556	Closed	-$43K	–	1955
2019 Q4	$43K	Buy	556 +3	+0.5%	+$225	0.01%	865
2019 Q3	$40K	Sell	553 -55	-9%	-$4.05K	0.01%	846
2019 Q2	$44K	Sell	608 -24	-4%	-$1.73K	0.01%	796
2019 Q1	$44K	Buy	632 +3	+0.5%	+$207	0.01%	795
2018 Q4	$40K	Buy	+629	New	+$44.8K	0.01%	782

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

Flagship Harbor Advisors's SHE Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2026, closing a stake of 923 shares — an estimated $122K sold.

Flagship Harbor Advisors first reported a position in SHE in Q4 2018 and held it in 6 quarters. The position peaked at $122K in Q4 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Flagship Harbor Advisors reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 923 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $122K.
Flagship Harbor Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2018 and held it in 6 quarters.
Flagship Harbor Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $122K 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 Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.