Focus Partners Advisor Solutions’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Focus Partners Advisor Solutions’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	$297K	Sell	1,920 -1,255	-40%	-$185K	﹤0.01%	1020
2026 Q1	$406K	Sell	3,175 -69	-2%	-$9.18K	﹤0.01%	865
2025 Q4	$428K	Sell	3,244 -2,599	-44%	-$338K	0.01%	766
2025 Q3	$765K	Buy	5,843 +2,618	+81%	+$328K	0.01%	621
2025 Q2	$403K	Buy	3,225 +748	+30%	+$87K	0.01%	744
2025 Q1	$283K	Buy	+2,477	New	+$293K	﹤0.01%	779
2024 Q4	–	Sell	-2,141	Closed	-$243K	–	860
2024 Q3	$243K	Hold	2,141	–	–	0.01%	655
2024 Q2	$233K	Sell	2,141 -120	-5%	-$12.6K	0.01%	559
2024 Q1	$239K	Buy	2,261 +106	+5%	+$10.7K	0.01%	528
2023 Q4	$205K	Buy	+2,155	New	+$191K	0.01%	393

Other funds holding SHE

RCG

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

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

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

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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Focus Partners Advisor Solutions's SHE Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 40% in Q2 2026, selling an estimated $185K and leaving 1,920 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Focus Partners Advisor Solutions first reported a position in SHE in Q4 2023 and has held it in 10 quarters since. The position peaked at $765K in Q3 2025. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Focus Partners Advisor Solutions held 1,920 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $297K as of Q2 2026.
Focus Partners Advisor Solutions sold 1,255 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $185K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1020 holding.
Focus Partners Advisor Solutions first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Advisor Solutions's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $765K in Q3 2025.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.