Global Retirement Partners’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Global Retirement Partners’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 Q4	$2.25K	Sell	17 -5	-23%	-$650	﹤0.01%	3692
2025 Q3	$2.8K	Hold	22	–	–	﹤0.01%	3191
2025 Q2	$2.75K	Buy	+22	New	+$2.56K	﹤0.01%	3122
2024 Q4	$4.17K	Buy	36 +7	+24%	+$822	﹤0.01%	2769
2024 Q3	$3.29K	Buy	29 +12	+71%	+$1.32K	﹤0.01%	2747
2024 Q2	$1.85K	Hold	17	–	–	﹤0.01%	2992
2024 Q1	$1.8K	Hold	17	–	–	﹤0.01%	2787
2023 Q4	$1.62K	Hold	17	–	–	﹤0.01%	2750
2023 Q3	$1.43K	Hold	17	–	–	﹤0.01%	2659
2023 Q2	$1.5K	Hold	17	–	–	﹤0.01%	2647
2023 Q1	$1.4K	Sell	17 -48	-74%	-$3.91K	﹤0.01%	2622
2022 Q4	$5.12K	Hold	65	–	–	﹤0.01%	2014
2022 Q3	$5K	Hold	65	–	–	﹤0.01%	1951
2022 Q2	$5K	Sell	65 -5	-7%	-$415	﹤0.01%	1912
2022 Q1	$6K	Buy	+70	New	+$6.46K	﹤0.01%	1844
2021 Q4	–	Sell	-26	Closed	-$3K	–	1518
2021 Q3	$3K	Hold	26	–	–	﹤0.01%	1771
2021 Q2	$3K	Buy	+26	New	+$2.58K	﹤0.01%	1690

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

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

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 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

NPT

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

Global Retirement Partners's SHE Position: Q4 2025 in Review

Global Retirement Partners reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 23% in Q4 2025, selling an estimated $650 and leaving 17 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #3692.

Global Retirement Partners first reported a position in SHE in Q2 2021 and has held it in 17 quarters since. The position peaked at $6K in Q1 2022. 126 funds tracked by Wall St. Rank hold SHE as of Q4 2025.

Global Retirement Partners held 17 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $2.25K as of Q4 2025.
Global Retirement Partners sold 5 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2025, an estimated $650.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3692 holding.
Global Retirement Partners first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2021 and has held it in 17 quarters since.
Global Retirement Partners's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $6K in Q1 2022.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.