GSEP
SHE icon

Golden State Equity Partners’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Golden State Equity 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
2026
Q2 		– Sell
-120
Closed -$15.3K – 1512
2026
Q1 		$15.3K Buy
+120
New +$16K ﹤0.01% 1176

Other funds holding SHE

RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
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

Golden State Equity Partners's SHE Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2026, closing a stake of 120 shares — an estimated $15.3K sold.

Golden State Equity Partners first reported a position in SHE in Q1 2026 and held it in 1 quarter. The position peaked at $15.3K in Q1 2026. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

  • Golden State Equity Partners reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 120 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $15.3K.
  • Golden State Equity Partners first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $15.3K in Q1 2026.
  • 132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.