Gradient Investments’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Gradient Investments’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	$1.05M	Buy	6,822 +218	+3%	+$32.1K	0.01%	318
2026 Q1	$844K	Sell	6,604 -103	-2%	-$13.7K	0.01%	318
2025 Q4	$886K	Buy	6,707 +419	+7%	+$54.4K	0.01%	250
2025 Q3	$801K	Sell	6,288 -24	-0.4%	-$3.01K	0.01%	273
2025 Q2	$788K	Sell	6,312 -1,523	-19%	-$177K	0.01%	243
2025 Q1	$894K	Sell	7,835 -433	-5%	-$51.2K	0.02%	203
2024 Q4	$957K	Buy	8,268 +170	+2%	+$20K	0.02%	191
2024 Q3	$920K	Sell	8,098 -118	-1%	-$13K	0.02%	186
2024 Q2	$894K	Buy	8,216 +86	+1%	+$9.03K	0.02%	192
2024 Q1	$861K	Buy	8,130 +300	+4%	+$30.2K	0.02%	187
2023 Q4	$744K	Sell	7,830 -198	-2%	-$17.6K	0.02%	204
2023 Q3	$682K	Sell	8,028 -100	-1%	-$8.85K	0.02%	193
2023 Q2	$716K	Sell	8,128 -611	-7%	-$51.5K	0.02%	196
2023 Q1	$724K	Sell	8,739 -998	-10%	-$81.4K	0.02%	193
2022 Q4	$767K	Sell	9,737 -2,119	-18%	-$167K	0.02%	197
2022 Q3	$863K	Buy	+11,856	New	+$949K	0.03%	186
2020 Q1	–	Sell	-243	Closed	-$19K	–	1222
2019 Q4	$19K	Sell	243 -12,618	-98%	-$948K	﹤0.01%	575
2019 Q3	$945K	Buy	12,861 +4,232	+49%	+$312K	0.05%	199
2019 Q2	$636K	Buy	8,629 +780	+10%	+$56.2K	0.03%	214
2019 Q1	$557K	Buy	7,849 +3,195	+69%	+$220K	0.04%	178
2018 Q4	$297K	Buy	+4,654	New	+$332K	0.02%	205

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

Gradient Investments's SHE Position: Q2 2026 in Review

Gradient Investments increased its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 3.3% in Q2 2026, buying an estimated $32.1K and bringing the position to 6,822 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #318.

Gradient Investments first reported a position in SHE in Q4 2018 and has held it in 21 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Gradient Investments held 6,822 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $1.05M as of Q2 2026.
Gradient Investments bought 218 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2026, an estimated $32.1K.
State Street SPDR MSCI USA Gender Diversity ETF made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #318 holding.
Gradient Investments first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2018 and has held it in 21 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.