Grove Bank & Trust’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Grove Bank & Trust’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	$291K	Hold	1,886	–	–	0.03%	222
2026 Q1	$241K	Hold	1,886	–	–	0.03%	237
2025 Q4	$249K	Hold	1,886	–	–	0.03%	239
2025 Q3	$240K	Hold	1,886	–	–	0.03%	232
2025 Q2	$235K	Hold	1,886	–	–	0.03%	230
2025 Q1	$215K	Hold	1,886	–	–	0.03%	231
2024 Q4	$218K	Hold	1,886	–	–	0.03%	210
2024 Q3	$214K	Hold	1,886	–	–	0.03%	215
2024 Q2	$205K	Hold	1,886	–	–	0.03%	216
2024 Q1	$200K	Hold	1,886	–	–	0.03%	229
2023 Q4	$179K	Hold	1,886	–	–	0.03%	228
2023 Q3	$160K	Hold	1,886	–	–	0.03%	236
2023 Q2	$166K	Hold	1,886	–	–	0.03%	234
2023 Q1	$156K	Hold	1,886	–	–	0.03%	238
2022 Q4	$149K	Buy	+1,886	New	+$149K	0.03%	239

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

Grove Bank & Trust's SHE Position: Q2 2026 in Review

Grove Bank & Trust held its State Street SPDR MSCI USA Gender Diversity ETF (SHE) position steady in Q2 2026 at 1,886 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #222.

Grove Bank & Trust first reported a position in SHE in Q4 2022 and has held it in 15 quarters since. 132 funds tracked by Wall St. Rank hold SHE as of Q2 2026.

Grove Bank & Trust held 1,886 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $291K as of Q2 2026.
Grove Bank & Trust 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 0.03% of Grove Bank & Trust's portfolio in Q2 2026, its #222 holding.
Grove Bank & Trust first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2022 and has held it in 15 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.