Focus Partners Wealth
SHE icon

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
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 $988M AUM 8.89% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Focus Partners Wealth's SHE Position: Q1 2026 in Review

Focus Partners Wealth increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 5.7% in Q1 2026, buying an estimated $26.9K and bringing the position to 3,742 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Focus Partners Wealth first reported a position in SHE in Q2 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

  • Focus Partners Wealth held 3,742 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $478K as of Q1 2026.
  • Focus Partners Wealth bought 202 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $26.9K.
  • State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1954 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 4 quarters since.
  • 126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.