Golden State Wealth Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Golden State Wealth Management’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	$18.2K	Hold	118	–	–	﹤0.01%	968
2026 Q1	$15.1K	Sell	118 -27	-19%	-$3.59K	﹤0.01%	986
2025 Q4	$19.2K	Hold	145	–	–	﹤0.01%	929
2025 Q3	$18.5K	Sell	145 -30	-17%	-$3.76K	﹤0.01%	932
2025 Q2	$21.8K	Hold	175	–	–	﹤0.01%	864
2025 Q1	$20K	Buy	175 +21	+14%	+$2.48K	﹤0.01%	800
2024 Q4	$17.8K	Buy	+154	New	+$18.1K	﹤0.01%	793

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

Golden State Wealth Management's SHE Position: Q2 2026 in Review

Golden State Wealth Management held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 118 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Golden State Wealth Management first reported a position in SHE in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.8K in Q2 2025. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Golden State Wealth Management held 118 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $18.2K as of Q2 2026.
Golden State Wealth Management 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 Golden State Wealth Management's portfolio in Q2 2026, its #968 holding.
Golden State Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $21.8K in Q2 2025.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.