Global Financial Private Client’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-9	Closed	-$1.03K	–	1346
2025 Q1	$1.03K	Hold	9	–	–	﹤0.01%	1055
2024 Q4	$1.04K	Hold	9	–	–	﹤0.01%	776
2024 Q3	$1.02K	Hold	9	–	–	﹤0.01%	758
2024 Q2	$979	Hold	9	–	–	﹤0.01%	619
2024 Q1	$952	Hold	9	–	–	﹤0.01%	638
2023 Q4	$855	Hold	9	–	–	﹤0.01%	636
2023 Q3	$763	Hold	9	–	–	﹤0.01%	626
2023 Q2	$792	Hold	9	–	–	﹤0.01%	625
2023 Q1	$750	Hold	9	–	–	﹤0.01%	632
2022 Q4	$709	Hold	9	–	–	﹤0.01%	626
2022 Q3	$671	Hold	9	–	–	﹤0.01%	602
2022 Q2	$692	Hold	9	–	–	﹤0.01%	592
2022 Q1	$835	Hold	9	–	–	﹤0.01%	596
2021 Q4	$920	Hold	9	–	–	﹤0.01%	578
2021 Q3	$922	Hold	9	–	–	﹤0.01%	535
2021 Q2	$919	Hold	9	–	–	﹤0.01%	542
2021 Q1	$864	Buy	+9	New	+$838	﹤0.01%	514

Other funds holding SHE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NPT

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Global Financial Private Client's SHE Position: Q2 2025 in Review

Global Financial Private Client sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2025, closing a stake of 9 shares — an estimated $1.03K sold.

Global Financial Private Client first reported a position in SHE in Q1 2021 and held it in 17 quarters. The position peaked at $1.04K in Q4 2024. 112 funds tracked by Wall St. Rank hold SHE as of Q2 2025.

Global Financial Private Client reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 9 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2025, an estimated $1.03K.
Global Financial Private Client first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2021 and held it in 17 quarters.
Global Financial Private Client's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $1.04K in Q4 2024.
112 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.