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

Focus Partners Wealth’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	$578K	Hold	3,742	–	–	﹤0.01%	1899
2026 Q1	$478K	Buy	3,742 +202	+6%	+$26.9K	﹤0.01%	1954
2025 Q4	$468K	Buy	3,540 +2	+0.1%	+$260	﹤0.01%	1983
2025 Q3	$451K	Hold	3,538	–	–	﹤0.01%	1654
2025 Q2	$442K	Buy	+3,538	New	+$412K	﹤0.01%	1504

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 Wealth's SHE Position: Q2 2026 in Review

Focus Partners Wealth held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 3,742 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

Focus Partners Wealth first reported a position in SHE in Q2 2025 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Focus Partners Wealth held 3,742 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $578K as of Q2 2026.
Focus Partners Wealth 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 Focus Partners Wealth's portfolio in Q2 2026, its #1899 holding.
Focus Partners Wealth first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2025 and has held it in 5 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.